SUPER MICRO WKN: A0MKJF ISIN: US86800U1043 Forum: Aktien Thema: Hauptdiskussion
Supermicro price target raised to $1,000 from $961 at Barclays Barclays raised the firm's price target on Supermicro to $1,000 from $961 and keeps an Overweight rating on the shares. The company reported a strong June quarter revenue guide and the next two quarters are expected to grow sequentially due to improving supply and artificial intelligence tailwinds, the analyst tells investors in a research note. May 1, 2024 3:18 AM EDT
Supermicro price target raised to $800 from $530 at Wedbush Wedbush raised the firm's price target on Supermicro to $800 from $530 and keeps a Neutral rating on the shares. The firm notes Supermicro guided revenues for the year meaningfully higher, suggesting sales momentum is only accelerating into Q4. At the same time, the midpoint of management's guidance implicitly suggests gross margin deterioration of about 200 bps and an operating margin decline of about 100 bps, says Wedbush. The firm also points out that expected dip in margins in turn necessarily caters to concerns about how competition might weigh on SMCI's ability to translate AI related server growth into profit, both in the current quarter and moving forward.
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