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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.
A Singapore court has granted bail to three men accused of defrauding suppliers in a $390 million Nvidia chip fraud case. The suspects, including two Singaporeans and one Chinese national, face charges of smuggling and providing false information about server locations. Bail amounts were set at S$800,000 and S$600,000 for the Singaporeans, while the Chinese national's bail is S$1 million, contingent on electronic monitoring.
US stock markets experienced mixed results amid tariff news and rising inflation expectations. The S&P 500 fell by 0.24%, while the Nasdaq 100 rose slightly by 0.06%. Focus this week shifts to the upcoming consumer price index report and Federal Reserve Chair Jerome Powell's testimony, with inflation anticipated to rise.
[Bloomberg]
The S&P 500 is nearing a complete reversal of its post-election gains, up just 0.92% since November 5, while the Dow is only 0.18% higher. A slump in tech stocks, influenced by new Biden administration rules on AI chip sales, has contributed to this decline. Investors are preparing for fourth-quarter earnings reports and key inflation data, which are expected to significantly impact market trading.
U.S. stocks declined on Monday, with the S&P 500 down 0.8% and the Nasdaq Composite falling 1.6%, as rising Treasury yields fueled concerns over the Federal Reserve's interest rate strategy. Major tech companies, including Nvidia and Tesla, experienced significant losses, while Apple shares slipped due to a report of declining iPhone sales. Investors are closely watching upcoming economic data, including the Consumer Price Index and earnings reports from major banks, for insights into inflation and economic resilience.
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.
goldman sachs downgrades super micro computer amid rising competition and margin concerns
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Goldman Sachs downgrades Super Micro predicting over 20 percent decline
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