Feb 24 - The analyst Michael Ng from Goldman Sachs increased Super Micro Computer (SMCI, Financial) price target to $36.00 on Monday after setting it at $32.00 while keeping his rating at Neutral. Executives at Super Micro Computer unveiled preliminary fiscal Q2 2025 results showing EPS between $0.58 and $0.60 after Goldman Sachs assessed their performance at $0.62 while consensus forecast the numbers at $0.61.
The company faced revenue decline and gross margin compression during fiscal Q2 2025 because its shift from Hopper to Blackwell platforms caused these results. The reported EPS fit inside the lowest region of the previously projected guidance range from Super Micro between $0.56 to $0.65 which indicates potential short-term issues.
The semiconductor firm is committed to long-term development while striving toward $40 billion in fiscal 2026 revenue, although this objective surpasses the $29 billion consensus projection. Stock market participants evaluate both ongoing operating difficulties against Super Micro's speedy growth in AI-driven computational systems.
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