Changes in US stocks | Q4 earnings forecasts are optimistic, ultra-micro computers (SMCI.US) rose more than 5% at the beginning of the session

The Zhitong Finance App learned that on Monday, ultra-micro computers (SMCI.US) rose more than 5% at the beginning of the session and are now reported at $32.73. According to the news, Ultramicrocomputer will release financial results for the fourth quarter of the 2026 fiscal year after the US stock market on August 11 (Tuesday). This financial report will not only determine the short-term stock price trend of ultra-microcomputers, but will also be an important weather vane for the market to determine whether the AI computing power chain can continue to thrive.

The initial Q4 results revealed by Ultramicrocomputer at the end of July once ignited market sentiment: new orders surpassed 60 billion US dollars, backlog orders reached a record high, and gross margin guidelines nearly doubled, driving its stock price to rise by 18%. However, the company admits that Q4 revenue may fall at the lower end of the guidance range. This “imperfect” initial performance makes the upcoming official quarterly report full of interest.