Super Micro Computer Is an AI Winner. Sell the Stock Anyway, Goldman Sachs Says.
تحليل معلومات السوق
مدعوم بالذكاء الاصطناعيGoldman Sachs maintains a Sell rating on Super Micro Computer stock, citing a shrinking profit margin and a reduced price target to $26, despite the company's success in the AI server market.
Market impact analysis based on bearish sentiment with 90% confidence.
سياق المقال
Super Micro Computer stock is stuck in a rut, and Goldman Sachs doesn’t see it getting back on track in 2026. The firm maintained a Sell rating on Super Micro shares and slashed its price target to $26 from $34 in a research note Tuesday. The company has emerged as the pre-eminent supplier of artificial-intelligence servers to up-and-coming cloud providers, but it needs to find a way to expand its shrinking profit margin, Goldman said.
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