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Super Micro Computer’s Rally Might Be Ending. The Stock Is Downgraded.

Super Micro Computer has been one of the stock market’s most stunning success stories as a result of the artificial-intelligence boom. Nomura analyst Donnie Teng downgraded Super Micro Computer to Neutral from Buy, although he kept a target of $930 for the stock price. “We think it is difficult to have a clear view on Super Micro’s near-term to mid-term outlook, as its dominant position in liquid cooling solutions could be partially overshadowed by AI server order uncertainties,” wrote Teng. Read More...

Super Micro Computer has been one of the stock market’s most stunning success stories as a result of the artificial-intelligence boom. Nomura analyst Donnie Teng downgraded Super Micro Computer to Neutral from Buy, although he kept a target of $930 for the stock price. “We think it is difficult to have a clear view on Super Micro’s near-term to mid-term outlook, as its dominant position in liquid cooling solutions could be partially overshadowed by AI server order uncertainties,” wrote Teng.

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