Super Micro Updates Fiscal Guidance As Nvidia Shifts, 4 Analysts Provide Perspectives
Super Micro Updates Fiscal Guidance As Nvidia Shifts, 4 Analysts Provide Perspectives
随着英伟达的转变，Super Micro更新了财政指导，4位分析师提供了观点
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分析师马特·布赖森维持超级微电脑公司（纳斯达克股票代码：SMCI）的中性评级，并将目标股价从530美元上调至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.
布赖森指出，Supermicro引导今年的收入大幅增长，这表明销售势头只会加速到第四财季。同时，管理层指导的中点含蓄地表明，毛利率下降了约200个基点，营业利润率下降了约100个基点。
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...
这位分析师表示，预期的利润率下降反过来必然会加剧人们对竞争将如何...
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