Super Micro Computer forecast FY2026 Q4 net sales $11.0‑$12.5 billion, topping analyst consensus of $11.312 billion.
Shares surged over 17% in after‑hours trading following the upbeat outlook.
Q3 net sales jumped >100% to $10.2 billion, but missed estimates of $12.39 billion due to supply‑chain constraints.
Adjusted EPS $0.84 beat estimates $0.62; CEO Charles Liang highlighted margin recovery and new US manufacturing capacity.