Server maker Supermicro's stock soars on crushed earnings results and soaring profits - SiliconANGLE

Server maker Supermicro's stock soars on crushed earnings results and soaring profits - SiliconANGLE

Supermicro beat Q4 EPS by 85% ($1.70 vs $0.92) with $60B backlog. AI server shortage is the critical sourcing constraint—17.6% gross margin and Q1 guidance (+189%) signal Supermicro's pricing power persists as long as supply cannot match demand.