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Super Micro Computer climbs on revenue forecast raise

ReutersFeb 4, 2026 12:29 PM

Shares of server maker Super Micro Computer SMCI.O up 10% at $32.65 premarket, after co raises annual revenue forecast

SMCI expects FY 2026 revenue of at least $40 bln, up from prior projection of $36 bln, helped by strong demand for AI‑optimized servers

Co has established itself as a key beneficiary of the generative‑AI boom, working closely with Nvidia NVDA.O and AMD AMD.O

Q2 revenue comes in at $12.68 bln, beating analysts’ average estimate of $10.23 bln - data compiled by LSEG

Co sees Q3 revenue of about $12.3 bln, also above expectations of $10.17 bln

As of last close, SMCI stock up 1.3% YTD, following drop of about 4% in 2025

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