On Wednesday, Super Micro Computer (SMCI.US) shares soared by 25% after the AI server company projected its gross margin for the fourth fiscal quarter to reach 15% to 17%, nearly double its previous target of 8.2%-8.4%. JPMorgan analysts noted that this unexpected gross margin expansion means Super Micro Computer’s earnings per share for the fourth quarter could exceed current Wall Street expectations by at least 80%. However, investors may question the sustainability of such high margins over

On Wednesday, Super Micro Computer (SMCI.US) shares soared by 25% after the AI server company projected its gross margin for the fourth fiscal quarter to reach 15% to 17%, nearly double its previous target of 8.2%-8.4%. JPMorgan analysts noted that this unexpected gross margin expansion means Super Micro Computer’s earnings per share for the fourth quarter could exceed current Wall Street expectations by at least 80%. However, investors may question the sustainability of such high margins over

智通财经2026/07/22 15:31

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On Wednesday, Super Micro Computer (SMCI.US) shares soared by 25% after the AI server company forecasted a fourth-quarter gross margin of 15% to 17%, nearly double its previous target of 8.2% to 8.4%. JPMorgan analysts stated that this unexpected gross margin expansion means Super Micro Computer’s fourth-quarter earnings per share are likely to exceed current Wall Street expectations by at least 80%. However, in the coming weeks, investors may question the sustainability of such high gross margins. JPMorgan analysts pointed out that the company secured more than $60 billion in new orders this fiscal quarter, surpassing its own expectations. This is a strong demand signal and also benefits competitors Dell and Hewlett Packard Enterprise. The share prices of these two companies also rose.

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