SMCI Stock Receives Harshest Price Target Among 17 Tracked Analysts As JPMorgan Maintains Underweight Rating On Super Micro: 'No Significant Movement Of Orders'
SMCI Stock Receives Harshest Price Target Among 17 Tracked Analysts As JPMorgan Maintains Underweight Rating On Super Micro: 'No Significant Movement Of Orders'
JPMorgan Chase & Co maintained its 'Underweight' rating on Super Micro Computer, Inc (NASDAQ:SMCI) and reaffirmed its $23 price target following a recent meeting with company management.
摩根大通维持对超微电脑公司的“减持”评级，并在与公司管理层最近会晤后重申其23美元的目标价。
What Happened: Despite market rumors suggesting potential shifts in customer orders, Super Micro management assured investors that its customer base remains solid, with no substantial changes to order allocations, reported Tipranks.
发生了什么：尽管市场上有关于客户订单可能变动的传闻，但超微管理层向投资者保证，客户基础依然稳固，订单分配没有实质性变化，Tipranks报道。
The company's customer base "remains robust with no significant movement of orders," the analyst tells investors in a research note.
分析师在研究报告中告诉投资者，公司客户基础“依然强劲，订单没有显著移动”。
Why It Matters: The company also expressed confidence in its capacity to fulfill orders and is actively preparing for the launch of new products in the second half of fiscal 2025.
这意味着什么：公司还表达了对其履行订单能力的信心，并积极准备在2025财年下半年推出新产品。
The note by Samik Chatterjee also addressed concerns about the company's Malaysian operations, confirming that the plant is on track to ramp up production in the first half of 2025. Additionally, Super Micro believes that its working capital requirements will sustain a quarterly revenue range of $5.5 billion to $6 billion.
Samik Chatterjee的报告还提到对公司马来西亚运营的担忧，确认该工厂将按计划在2025年上半年增加产量。此外，超微相信，其营运资金需求将维持季度营业收入区间为55亿到60亿。
The firm further highlighted Nvidia's Blackwell product line, which is anticipated to experience significant growth in the second half of fiscal 2025. Super Micro is well-positioned to capitalize on this trend with its strong presence in customized versions of the product.
该公司进一步强调了英伟达的Blackwell产品线，预计在2025财年下半年将实现显著增长。超微在这种趋势中处于有利位置，因其在定制版本产品方面具有强大的市场存在。
What's Happening With SMCI: Super Micro Computer Inc. (SMCI) is teetering on the brink of losing its spot in the prestigious Nasdaq 100 Index during its annual December reshuffle. The company finds itself alongside other underperformers like Moderna and Biogen due to a recent market cap plunge.
SMCI的现状：超微电脑公司（SMCI）在每年12月的重新评估中摇摇欲坠，面临失去在纳斯达克100指数中的位置。由于最近市场市值的骤降，该公司与其他表现不佳的企业，如Moderna和渤健公司，并列在一起。
A recent auditing scandal by Ernst & Young, which flagged governance issues, sent shockwaves through the company and the auditor resigned. The company has appointed a new auditor and Nasdaq has given an extension to the company for submitting its financial reports by February 2025.
安永的一起审计丑闻揭示了治理问题，对公司造成了震荡，审计师已辞职。公司已任命新审计师，纳斯达克已给予公司延期至2025年2月提交财务报告。
This significant drop in market capitalization puts Super Micro at risk of being excluded from the particular Nasdaq 100 Index, a blow that could further erode investor confidence. The company will need to demonstrate a strong recovery to regain its footing and secure its place in the coveted index.
这一下市场市值的显著下降使得超微电脑面临被排除在纳斯达克100指数之外的风险，这对投资者信心可能造成进一步 erosion。公司需要展示出强劲的复苏来重新站稳脚跟并确保在这个受欢迎的指数中的位置。
Price Action: Shares of SMCI were 1.62% up at $38.91 per share in premarket on Thursday. This compares to the Nasdaq 100 futures, which were down by 0.4%.
价格走势：在周四的盘前交易中，SMCI的股价上涨了1.62%，达到每股38.91美元。这与纳斯达克100期货下跌0.4%相对比。
Analyst Views: According to Benzinga, SMCI has a consensus price target of $531.47 based on the ratings of 17 analysts. The highest price target out of all the analysts tracked by Benzinga is $1300 issued by Rosenblatt as of Aug. 7. The lowest target price is $23 issued by JPMorgan on Nov. 6.
分析师观点：根据Benzinga的数据，SMCI的共识目标价为531.47美元，基于17位分析师的评级。在Benzinga追踪的所有分析师中，最高目标价为1300美元，由Rosenblatt于8月7日发布。最低目标价为23美元，由摩根大通于11月6日发布。
The average price target of $27.67 between Goldman Sachs, JP Morgan, and Wedbush implies a 29.15% downside for SMCI.
高盛、摩根大通和Wedbush的平均目标价为27.67美元，这意味着SMCI有29.15%的下行空间。
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