Super Micro forecasts quarterly revenue above estimates, shares climb

Published: 2026-05-05 16:15:21 ET SMCI

Published on 05/05/2026 at 04:15 pm EDT

May 5 (Reuters) - Super Micro Computer on Tuesday forecast fourth-quarter revenue above Wall Street estimates, banking on robust demand for its artificial intelligence servers, sending shares up 11% in extended trading.

The server maker has been a primary beneficiary of the AI arms race, with its ability to quickly build and ship customized, high-performance servers making it a preferred vendor for data center operators and AI startups.

The company projected fourth-quarter revenue in the range of $11 billion to $12.5 billion, compared with analysts' average estimate of $11.07 billion, according to data compiled by LSEG.

(Reporting by Juby Babu in Mexico City; Editing by Sahal Muhammed)