Super Micro shares rally after strong preliminary sales results

The AI server maker's early first-quarter numbers blew past its own forecast and lifted Dell, HPE and Nvidia along with it On October 20, 2026, the server maker released preliminary figures for its fiscal first quarter, which ended September 30. It now expects revenue between $18.5 billion and $19.5 billion , well above its earlier guidance of $14.5 billion to $15.5 billion. Wall Street responded the way it usually does when a company raises its own bar this much. Shares jumped by approximately 12% to 16% in after-hours trading, after the stock closed the regular session at $32.47. The analyst consensus was sitting at approximately $15 billion before the update. Super Micro tied the surge to strong demand for its AI server solutions.

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