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Posted by
Two Blokes 19 hours ago -
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Stock
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I reiterate a 'Buy' rating on Super Micro Computer with a one-year price target of $50 per share, despite recent guidance cuts. Super Micro Computer's revenue growth has decelerated due to factors like purchase delays by Hyperscalers and tariff uncertainties impacting supplier costs. The company continues to invest in AI server technology, launching new platforms powered by NVIDIA's Blackwell Ultra, which could boost market share.
