Super Micro trims Q1 revenue forecast amid shipment delays in AI hardware demand

Super Micro Computer Inc. lowered its fiscal Q1 2026 revenue guidance on October 23, citing delayed deliveries from enterprise customers deploying large-scale AI server infrastructure. The company now expects sales between $3.6 billion and $3.9 billion, down from an earlier $4.1–$4.5 billion range. Management attributed the cut to project-timing adjustments rather than demand weakness, reaffirming full-year growth driven by accelerated computing and liquid-cooling systems. Shares dipped 6.3% in pre-market trading. Analysts believe backlog visibility and Nvidia-linked partnerships will stabilize performance as hyperscalers resume AI-hardware procurement in late Q4.