Super Micro Updates Fiscal Guidance As Nvidia Shifts, 4 Analysts Provide Perspectives
Super Micro Updates Fiscal Guidance As Nvidia Shifts, 4 Analysts Provide Perspectives
隨着英偉達的轉變，Super Micro更新了財政指導，4位分析師提供了觀點
Wedbush analyst Matt Bryson maintained Super Micro Computer Inc (NASDAQ:SMCI) with a Neutral rating and raised the price target from $530 to $800.
Wedbush分析師馬特·布賴森維持超級微電腦公司（納斯達克股票代碼：SMCI）的中性評級，並將目標股價從530美元上調至800美元。
Bryson noted that Supermicro guided revenues for the year meaningfully higher, suggesting sales momentum is only accelerating into the fiscal fourth quarter. At the same time, the midpoint of management's guidance implicitly suggests gross margin deterioration of ~200 bps and an operating margin decline of ~100 bps.
布賴森指出，Supermicro引導今年的收入大幅增長，這表明銷售勢頭只會加速到第四財季。同時，管理層指導的中點含蓄地表明，毛利率下降了約200個點子，營業利潤率下降了約100個點子。
The 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...
這位分析師表示，預期的利潤率下降反過來必然會加劇人們對競爭將如何...
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