Loop Capital analyst Ananda Baruah maintains $Super Micro Computer (SMCI.US)$ with a buy rating, and adjusts the target price from $100 to $35.
According to TipRanks data, the analyst has a success rate of 52.2% and a total average return of 10.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Super Micro Computer (SMCI.US)$'s main analysts recently are as follows:
The revision in the valuation reflects heightened risks to future financial projections due to the interruption caused by Supermicro's postponed annual report and the departure of its auditor. The company's preliminary results for Q1 and the forecast for Q2 have fallen short, attributed to revenues not meeting expectations. Furthermore, without a reaffirmation of revenue guidance, it seems that Supermicro might be encountering some business difficulties.
Supermicro's recent performance showed a shortfall in September quarter revenue, and the guidance for the December quarter suggests a modest sequential decline. There's also an ongoing issue with the company not yet specifying a timeline for filing its annual report as it searches for a new auditor. This absence of transparency is likely to exert near-term pressure on the stock, along with the increasing danger of failing to comply with Nasdaq's listing criteria.
Following the disclosure that its auditor resigned, Supermicro's stock value has nearly halved. Analysts suggest that the focus will likely shift to the rationale behind the auditor's decision, the company's capability to file its annual report, and the alleged investigation by the Department of Justice, rather than the company's quarterly financial results and projections.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Loop Capital分析师Ananda Baruah维持$超微电脑 (SMCI.US)$买入评级，并将目标价从100美元下调至35美元。
根据TipRanks数据显示，该分析师近一年总胜率为52.2%，总平均回报率为10.4%。
此外，综合报道，$超微电脑 (SMCI.US)$近期主要分析师观点如下：
估值修订反映了由于Supermicro推迟年度报告和其审计师的离职所导致的未来财务预期风险的加剧。公司Q1的初步结果和Q2的预测均未达标，归因于营业收入未能达到预期。此外，在没有营收指导再次确认的情况下，似乎Supermicro可能遇到一些业务困难。
Supermicro最近的表现显示九月季度营收不达标，而十二月季度的指引表明可能会有适度的环比下降。此外，由于公司尚未确定递交年度报告的时间表而正在寻找新审计师，这种透明度不足可能会对股票施加近期压力，加上未能符合纳斯达克上市标准的危险日益加大。
在其审计师辞职的披露后，Supermicro的股票价值几乎缩水了一半。分析师指出，重点可能转向审计师离职背后的原因、公司递交年度报告的能力，以及据称司法部的调查，而不是公司的季度财务结果和预测。
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分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
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