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Goldman Sachs has downgraded Super Micro Computer (SMCI) to "sell," citing risks in the AI server market, increased competition, and low profit margins, with a new price target of $32. Meanwhile, AI startup Fyxer raised $10 million, and major tech firms like Tesla and AMD saw significant stock gains. Apple faces a 21% drop in iPhone shipments in China, while Microsoft and Salesforce are noted for their resilience amid potential software spending slowdowns.
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.
Goldman Sachs has downgraded Super Micro Computer Inc. (SMCI) to ‘Sell’ from ‘Neutral,’ reducing the price target from $40 to $32, indicating a potential 20% decline. This shift comes despite a 38% year-to-date gain, as the firm cites concerns over valuation, increasing competition in AI servers, and expected declines in gross margins. The competitive landscape is intensifying, threatening Super Micro's market share and profitability as rivals invest heavily in the AI infrastructure sector.
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.
Apple's iPhone shipments in China fell 21% year-over-year in January, marking a significant decline from December's growth. Despite ongoing challenges and competition from domestic brands like Huawei and Xiaomi, Goldman Sachs remains optimistic, maintaining a "Buy" rating on Apple with a price target of $294, suggesting potential upside. The latest data indicates a slight stabilization in foreign-branded phone shipments, which rose 17% month-over-month, although still below historical averages.
Apple reported a 7% increase in quarterly profit to $36.3 billion, driven by strong growth in services, Mac computers, and iPads, despite a decline in iPhone sales. The company's total revenue reached a record $124.3 billion, with earnings per share of $2.40 surpassing analyst expectations.
Michael Ng
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