Citi analyst Asiya Merchant set a target price of $ 39 for Super Micro Computer (SMCI) shares and started coverage of actions with a general classification of “neutral/high risk”.
The analysis notes that, “with 8% participation in AI servers revenueSupermicro remains one of the main companies for cloud providers and GPU companies as a service. ”
And there is a strong expectation that The company continues to benefit from the broadest trends in AI -oriented infrastructure. At the same time, the analysis indicates that an “scenario of increasingly competitive AI servers” and the consequent pressure on margins require caution.
SMCI is one of the leading GPU companies such as service and an important Rack of AI Rack with liquid refrigeration. It has attracted significant attention in recent months as IA boom continues to unfold in the global macro scenario.
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History of negotiations
The company’s historical maxim was in 2024, when your shares reached the value of $ 114. At the end of the same year, the company’s roles were negotiated for $ 18.
Currently, Super Micro Computer actions are being negotiated to a multiple of only 9 to 10 times its p/l index of the next twelve months (NTM). That is, they are below the median multiple of 5 years 11 to 12 times. By evaluation, Given the tariff uncertainty created by the Trump administration, the discount is considered as “justified”.
Apple recently applied for approximately $ 1 billion for Nvidia’s GB300 NVL72 racks with Super Micro Computer. Dell would also have made requests, presumably in an attempt to implement a “genter gen a llm” to improve Siri’s artificial intelligence resources.
On Tuesday, the company had a cost of stock at $ 28.90 and, in a growth movement, reached $ 36.45 yesterday. The shares have accumulated gains of about 20% so far this year and emerged as one of the best performance actions in the hardware industry.
The company expects to profit $ 40 billion in annual revenue in the 2026 fiscal yearthanks to the increase in Blackwell -based product shipments.
It is noteworthy, however, that this matter is not an investment suggestion.
Fonte: Street Insider.
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Source: https://www.adrenaline.com.br/ia/super-micro-computer-smci-conquista-8-da-receita-global-de-servidores-de-ia/
