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Amit Kukreja, stock market analyst, highlights recent changes in SMCI's gross margin forecasts. Last quarter, SMCI guided for gross margins between 8.4 and 8.7 percent with a trailing twelve month gross margin of 8.83 percent. The company has now issued an after-hours update increasing its gross margin guidance to a range of 15 to 17 percent. During 2024-2025, gross margins for SMCI previously ranged from 11 to 13 percent.
Kukreja has covered a range of market developments in recent months. He previously reported on market declines that saw the S&P drop 1.5 percent and the KOSPI fall 9.9 percent due to tax concerns. In another article, Kukreja highlighted a warning from Palantir's CEO about potential intellectual property theft in the AI industry.