Supermicro Forecasts Strong Q4 Revenue Growth as AI Server Demand Surges

Super Micro Computer (NASDAQ: SMCI) projected fourth-quarter fiscal 2026 revenue above Wall Street expectations, driven by continued growth in artificial intelligence infrastructure and strong demand for data center solutions. The company’s upbeat forecast pushed SMCI stock up more than 17% in after-hours trading on Tuesday.

The AI server maker expects fourth-quarter net sales between $11 billion and $12.5 billion for the period ending June 30, 2026. Analysts had projected revenue of approximately $11.31 billion, according to market estimates. The strong guidance reflects ongoing momentum in the AI and enterprise data center market as businesses continue investing heavily in high-performance computing infrastructure.

Supermicro has aggressively expanded its AI-focused data center portfolio to capitalize on rising industry demand. Recently, the company introduced new ARM-based server platforms and Open Compute Project (OCP) systems as part of its growing Data Center Building Block Solutions (DCBBS) lineup. The new offerings include servers powered by ARM AGI CPUs and advanced OCP ORv3-compliant rack systems designed for modern AI workloads.

For the third quarter, Supermicro reported net sales of $10.2 billion, representing an increase of more than 100% compared with $4.6 billion during the same period last year. However, quarterly revenue came below analyst expectations of $12.39 billion, highlighting ongoing supply chain challenges and intensifying competition in the AI server market.

The company also delivered stronger-than-expected profitability. Adjusted earnings per share reached $0.84, exceeding analyst forecasts of $0.62 per share.

CEO Charles Liang said Supermicro’s evolution into a full-scale data center infrastructure provider continues to accelerate. He added that improving margins and rapid expansion of the DCBBS segment demonstrate the company’s resilience and long-term growth potential. Liang also emphasized that new manufacturing facilities in Silicon Valley position Supermicro to better meet growing AI and enterprise infrastructure demand.

SMCI shares closed at $27.83 before climbing to $33.23 in extended trading, reflecting investor optimism surrounding the company’s AI-driven growth outlook.