Super Micro Computer stock gains 2.91 percent as revenue jumps 77.8 percent

Published on 09/25/2026 at 16:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Super Micro Computer stock recorded USD 39.1 billion in fiscal 2026 sales, up 77.8 percent. Fiscal Q4 gross margin reached 17.6 percent before lower Q1 guidance.

SMCI, US86800U1043, Illustration mit AI erstellt.

Super Micro Computer stock (ISIN US86800U1043) was trading at USD 42.72 on Nasdaq on September 25, 2026, up 2.91 percent from the USD 41.51 prior close. The move comes as the company enters fiscal 2027 after a year of rapid revenue growth and a sharp quarterly margin rebound.

Revenue climbs to USD 39.1 billion

According to SEC API in an analysis dated September 24, 2026, Super Micro Computer reported fiscal 2026 net sales of USD 39,063.1 million, up 77.8 percent from USD 21,972.0 million in fiscal 2025. Operating income rose 121.1 percent to USD 2,770.5 million.

The growth came with a profitability tradeoff. Fiscal 2026 gross margin was 10.8 percent, down from 11.1 percent in fiscal 2025, while operating margin improved to 7.1 percent from 5.7 percent.

Quarterly margin rebound faces reset

Zacks reported on September 10, 2026, that fiscal Q4 non-GAAP EPS reached USD 1.70, versus a consensus estimate of USD 0.68. Revenue rose 93 percent year over year to USD 11.12 billion, while non-GAAP gross margin increased to 17.6 percent from 10.1 percent in the prior quarter.

The next guidance point is more cautious on profitability. Fiscal Q1 2027 non-GAAP gross-margin guidance is 10.4 percent to 10.8 percent, below the fiscal Q4 level, while full-year fiscal 2027 revenue guidance stands at USD 65 billion to USD 72 billion. The company also disclosed more than USD 60 billion in new orders entering the year.

Consensus target stays near the quote

MarketBeat's September 25, 2026 market page lists a consensus Hold rating from 18 analysts and an average 12-month price target of USD 42.13. That target sits below the intraday USD 42.72 quote, leaving the market's immediate valuation tied more closely to margin execution than to headline revenue growth.

For investors, the central comparison is clear: fiscal 2026 sales grew 77.8 percent, but full-year gross margin slipped 0.3 percentage points. The Q4 rebound provides evidence of operating leverage, while the Q1 margin outlook tests whether that improvement can persist.

Stock trades below its yearly high

Super Micro Computer stock was trading at USD 42.72 on Nasdaq at 10:21 a.m. ET on September 25, 2026. The session range was USD 41.90 to USD 43.44, and the 52-week range was USD 19.48 to USD 58.78.