Why Super Micro Computer Stock Was Sliding This Week
Portfolio Pulse from
Super Micro Computer (SMCI) experienced a 16.5% stock decline this week following a sell rating from Goldman Sachs. The downgrade was based on unfavorable risk/reward, increasing competition in AI servers, and potential further margin compression. The stock was also impacted by broader market volatility and concerns about AI sector risks.
March 27, 2025 | 8:15 pm
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Goldman Sachs downgraded SMCI to sell with a $32 price target, highlighting risks in AI server market competition and potential margin decline.
Goldman Sachs' sell rating, concerns about margin compression, and increasing competition in AI servers suggest potential short-term stock price pressure for SMCI.
CONFIDENCE 90
IMPORTANCE 85
RELEVANCE 100