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Form 8-K · Current Report · Filed 2026-07-21

Super Micro Computer Provides Preliminary Q4 FY2026 Business Update

Super Micro Computer, Inc. announced a preliminary business update for the fourth quarter of fiscal year 2026, estimating revenues near the low end of the $11.0 billion to $12.5 billion guidance range. GAAP and non-GAAP gross margins are expected to be between 15% to 17%, significantly higher than the guided range of 8.2% to 8.4%, due to a favorable customer and product mix. The company also reported a record backlog with new orders exceeding $60 billion for the quarter. These new orders are expected to be delivered over future quarters. The company will review its full-year fiscal 2026 financial results in a conference call on August 11, 2026.

Filer
Super Micro Computer, Inc. SMCI · NASDAQ
Filed
Accession
0001375365-26-000019
CIK
0001375365
Signal
Medium impactTechnology

Items reported

Item events

Reported Item

General Statement New Debt Issued

Market reaction

Close before filing

$23.83

Next session

+28.2%

Since filing

+19.2%

Latest close

$28.40

What happened, not what will happen — closing prices around the filing date.

Precedent

Previous filings from SMCI reporting the same item, with the next session's move:

Insider tape

Within 45 days of this filing, SMCI insiders reported 63 Form 4 transactions — net selling of $563K.

Full SMCI insider history →

About Super Micro Computer, Inc.

Super Micro Computer, Inc. is a prominent player in the field of computing and technology hardware solutions. It specializes in designing, developing, and manufacturing high-performance, high-efficiency server technology, offering a broad range of server systems, motherboards, and embedded computing systems. Its products are integral to the functioning of data centers, cloud computing environments, enterprise IT, artificial intelligence applications, and 5G infrastructure. The company's expertise in energy-efficient, green computing solutions is notable, catering to a clientele that values sustainability alongside performance. Super Micro Computer, Inc. serves a global market acknowledging the growing demand for robust computing power and connectivity solutions. It supports various industries including telecommunications, healthcare, financial services, and entertainment, adapting to diverse computational needs. Founded in 1993 and headquartered in San Jose, California, Super Micro Computer, Inc. plays a crucial role in the expansion and advancement of the computing sector. By delivering innovative products and technology, the company contributes to the scalable and efficient data processing needs that underpin modern digital advancements.

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