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Super Micro is at risk of losing its competitive advantage, prompting Goldman Sachs to recommend selling its stock. This assessment highlights concerns about the company's future performance in the market.
Super Micro may be at risk of losing its competitive advantage, prompting Goldman Sachs to recommend selling its stock. This assessment highlights concerns about the company's future performance in the market.
Goldman Sachs has downgraded Super Micro Computer (SMCI) to a “Sell” rating, citing intense competition and valuation concerns, with a price target of $32, indicating a potential 23% decline. Analyst Michael Ng warns that rising competition could hinder the company's revenue goals, while gross margins are expected to contract. Despite this bearish outlook, the consensus rating remains a “Moderate Buy” with a mean target of $58, suggesting a 40% upside from current levels.
Super Micro Computer (SMCI) has been downgraded to a "Sell" rating by Goldman Sachs, citing unfavorable risk-reward dynamics due to concerns over valuation, competition, and gross margins. Despite expectations for revenue to more than double by 2026, the outlook is deemed insufficient, especially in light of pressures from transitioning to Nvidia's Blackwell chip. The report also highlights SMCI's valuation as too high compared to peers like Dell, emphasizing a renewed focus on fundamentals in the chip sector.
Goldman Sachs has downgraded Super Micro Computer (SMCI) to Sell from Neutral, citing increased competition in AI servers, declining gross margins, and valuation concerns. The firm reduced its 12-month price target to $32, reflecting a shift in risk-reward dynamics despite SMCI's strong stock performance this year. Analysts predict that SMCI's valuation premium over peers will diminish due to a lack of product differentiation and pressures from suppliers and customers.
Super Micro Computer (SMCI) has seen a ~40% stock rally this year, making it the best performer in hardware stocks, despite a prior ~30% correction. Goldman Sachs analyst Michael Ng has downgraded the stock to 'Sell,' citing increased competition and margin pressures, while lowering the price target to $32 from $40. JP Morgan's Samit Chatterjee also noted potential margin moderation in FY26, which could limit EPS growth relative to revenue.
Goldman Sachs has downgraded Super Micro, projecting a potential decline of over 20% in its stock value. This decision reflects concerns about the company's future performance in the market.
Goldman Sachs has downgraded Super Micro Computer, Inc. from Neutral to Sell, adjusting the price target from $40 to $32. The company specializes in application-optimized IT solutions, offering a range of products including servers, storage systems, and networking devices for various markets such as cloud computing and AI. Operating globally, it provides comprehensive support and services to enhance customer computing infrastructure.
Super Micro has been downgraded to a Sell rating from Neutral by Goldman Sachs. This decision reflects a shift in the investment firm's outlook on the company's performance.
Barclays has revised its AI server revenue forecasts, projecting $214 billion in 2025 and $292 billion in 2026, driven by strong hyperscaler capital expenditures and infrastructure investments. The bank anticipates a 51% growth in 2025 and 37% in 2026, up from previous estimates. Traditional servers are also expected to see gradual recovery, with mid to high single-digit growth anticipated in 2025-26, supported by improving enterprise demand.
Super Micro Computer, Inc.
Companies
| Symbol | SMCI |
| Name | Super Micro Computer, Inc. |
| Currency | USD |
| Sector | Information Technology |
| IndustryGroup | Technology Hardware & Equipment |
| Industry | Technology Hardware, Storage & Peripherals |
| Market | NASDAQ Global Select |
| Country | United States |
| State | CA |
| City | San Jose |
| Zipcode | 95131 |
| Website | http://www.supermicro.com |
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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