News
Super Micro Books $60 Billion in New Orders — Even as Full Q4 Revenue Lands Near the Low End
Supermicro's preliminary Q4 FY2026 update showed revenue tracking near the low end of guidance, but gross margins nearly doubled and new orders topped $60 billion, sending shares sharply higher. We break down what the record backlog means for the AI server buildout — and the export-control cloud still hanging over the stock.
R40