12月10日周二，截至收盘， Source: Wall Street News
Despite the recent controversies surrounding Super Micro Computer, JPMorgan analysts indicate that the company's server Orders remain strong, with a new product expected to be launched in 2025. Furthermore, with the release of NVIDIA's next-generation processors, it is anticipated that AI-related Business will be Bullish for Super Micro Computer.
The adjustments to the NASDAQ 100 Index have not yet been announced, and a number of companies' stock prices have already fluctuated extensively, this time it's Super Micro Computer's turn.
On Tuesday, December 10, at the close, $Super Micro Computer (SMCI.US)$ fell over 8%, analysts believe this may be due to market concerns that Super Micro Computer will be $NASDAQ 100 Index (.NDX.US)$ . The NASDAQ 100 Index is composed of the 100 largest companies listed on the Nasdaq, which will be restructured at the end of the year, with an announcement expected on December 13.
Previously, in August, Super Micro Computer faced the risk of being delisted from Nasdaq due to its failure to submit financial reports on time. In November, Super Micro Computer announced that it had hired BDO as its independent auditor and submitted a plan to Nasdaq that met listing requirements. On December 2, Super Micro Computer stated in a release that the special committee's initial investigation found that the audit committee acted independently, and there was no evidence of fraud or misconduct by management or the Board of Directors.
Yesterday, CEO Charles Liang told Reuters that he is confident the company's stock will not be delisted from Nasdaq and that the company will submit the outstanding financial reports on time by February 25 next year. However, despite this, Super Micro Computer's current stock price remains well below the $109 peak reached in March this year, indicating that investors still lack confidence in the company.
According to JPMorgan's report, Super Micro Computer's target price is set at $23 per share, indicating approximately a 45% downside from the current stock price.
However, JPMorgan analysts also stated that despite the controversies faced by Super Micro Computer recently, its server orders remain strong. Furthermore, Super Micro Computer plans to launch new products in 2025, and the production progress at its factory in Malaysia is going smoothly, with large-scale production expected to begin in the first half of next year.
In addition, Super Micro Computer stated that the company has sufficient liquidity and expects that the AI-related business will bring a Bullish outlook with the launch of NVIDIA's next-generation Blackwell processor.
编辑/jayden
