{"id":776833,"date":"2026-07-22T00:29:09","date_gmt":"2026-07-22T00:29:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/776833\/"},"modified":"2026-07-22T00:29:09","modified_gmt":"2026-07-22T00:29:09","slug":"supermicro-stock-jumps-on-gross-margin-raise-amid-record-60-billion-backlog","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/776833\/","title":{"rendered":"Supermicro stock jumps on gross margin raise amid record $60 billion backlog"},"content":{"rendered":"\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">What happened: Supermicro (<a href=\"https:\/\/finance.yahoo.com\/quote\/SMCI\/\" data-ylk=\"slk:SMCI;elm:context_link;itc:0;sec:content-canvas;cpos:1;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;SMCI&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;1&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">SMCI<\/a>) stock jumped 18% in after-hours trading on Tuesday.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">What&#8217;s behind the move:\u00a0The AI server maker announced it expects gross margins to nearly double as it works through a record order backlog in the coming quarters.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">&#8220;Backlog rose to record levels at the end of fiscal 2026 with total new orders in excess of $60 billion received during the fourth quarter of fiscal 2026,&#8221; said the company in its business update.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Supermicro said it expects its gross margin\u00a0to be in the range of 15% to 17%,\u00a0significantly higher than the company&#8217;s prior guidance of 8.2% to 8.4%, &#8220;primarily due to a favorable customer and product mix.&#8221;  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">What else you need to know:\u00a0Supermicro designs and builds servers and data center systems that incorporate semiconductors from chipmakers like Nvidia (<a href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\" data-ylk=\"slk:NVDA;elm:context_link;itc:0;sec:content-canvas;cpos:2;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;NVDA&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;2&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">NVDA<\/a>), Intel (<a href=\"https:\/\/finance.yahoo.com\/quote\/INTEL\" data-ylk=\"slk:INTEL;elm:context_link;itc:0;sec:content-canvas;cpos:3;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;INTEL&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;3&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">INTEL<\/a>), and AMD (<a href=\"https:\/\/finance.yahoo.com\/quote\/AMD\/\" data-ylk=\"slk:AMD;elm:context_link;itc:0;sec:content-canvas;cpos:4;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;AMD&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;4&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">AMD<\/a>).  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Last month, Supermicro CEO Charles Liang congratulated Elon Musk for SpaceX&#8217;s IPO, revealing that the company was co-building &#8220;another new Gigawatt AI datacenter for\u00a0@SpaceX\u00a0and\u00a0@XAI\u00a0within a year!&#8221;  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Despite the AI boom, the stock has had a volatile ride in recent months.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Year to date, shares are down 12% after <a href=\"https:\/\/finance.yahoo.com\/markets\/stocks\/article\/supermicro-computer-stock-sinks-on-7-billion-equity-raise-124041144.html\" data-ylk=\"slk:tumbling%20in%20June%20following%20an%20announcement%20of%20an%20equity%20raise;elm:context_link;itc:0;sec:content-canvas;cpos:5;pos:1;_E:mb_qualified_link;ct:story;outcm:mb_qualified_link;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;tumbling in June following an announcement of an equity raise&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;5&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yContentType&quot;:&quot;story&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">tumbling in June following an announcement of an equity raise<\/a> to purchase components to fulfill $39 billion in AI server orders.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Ines Ferre is a senior business reporter for Yahoo Finance. Follow her on X at <a href=\"https:\/\/twitter.com\/ines_ferre\" data-ylk=\"slk:%40ines_ferre;elm:context_link;itc:0;sec:content-canvas;cpos:6;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;@ines_ferre&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;6&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"link\">@ines_ferre<\/a>.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/finance.yahoo.com\/topic\/stock-market-news\/\" data-ylk=\"slk:Click%20here%20for%20in-depth%20analysis%20of%20the%20latest%20stock%20market%20news%20and%20events%20moving%20stock%20prices;elm:context_link;itc:0;sec:content-canvas;cpos:7;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Click here for in-depth analysis of the latest stock market news and events moving stock prices&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;7&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">Click here for in-depth analysis of the latest stock market news and events moving stock prices<\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/finance.yahoo.com\/news\/\" data-ylk=\"slk:Read%20the%20latest%20financial%20and%20business%20news%20from%20Yahoo%20Finance;elm:context_link;itc:0;sec:content-canvas;cpos:8;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Read the latest financial and business news from Yahoo Finance&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;8&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">Read the latest financial and business news from Yahoo Finance<\/a>  <\/p>\n<p>       <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"What happened: Supermicro (SMCI) stock jumped 18% in after-hours trading on Tuesday. What&#8217;s behind the move:\u00a0The AI server&hellip;\n","protected":false},"author":2,"featured_media":776834,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[27],"tags":[28,35897,111089,87984],"class_list":["post-776833","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business","tag-business","tag-gross-margin","tag-gross-margins","tag-supermicro"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/776833","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=776833"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/776833\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/776834"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=776833"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=776833"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=776833"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}