NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVDA Forum: Aktien Thema: Hauptdiskussion
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Bald Korrektion? Super Micro’s stock drops after analyst says stop buying until outlook improves Published: July 10, 2024 at 10:59 a.m. ET By Tomi KilgoreFollow comments Nomura downgraded the S&P 500’s best performer this year, citing lack of potential upside and order uncertainties Super Micro’s stock falls while the technology sector gains, after Nomura cut its rating to neutral. Shares of Super Micro Computer Inc. dropped Wednesday, after the Nomura’s Donnie Teng backed away from his bullish call, saying further gains appear limited given uncertainties about the artificial-intelligence play’s order outlook. Teng cut his rating on the computer products company’s stock to neutral from buy. He kept his price target at $930, which implies only 5.2% upside from current levels. The stock SMCI, 0.00% slumped 1.3% in morning trading, to buck the gains seen in the technology sector XLK and the broader stock market SPX. While the stock now sits 25.6% below its March 13 record close of $1,188.07, it is still by far the S&P 500’s best performer this year with a 211% gain. Second-place Nvidia Corp.’s stock NVDA, 1.66% has advanced “just “only” 171.4%. After the strong rally in Super Micro’s stock, and the company’s upbeat outlooks over the past two quarters, Teng believes the stock’s performance potential has changed from “easy to beat low market expectations to “less room to beat already-high market expectations.” Teng said the change in the stock’s outlook is a result of uncertainties surrounding supply of advanced-packaging semiconductor components, which has been gradually easing, and concerns over the impact of Nvidia’s new Blackwell chip, which is slated to start shipping later this year. Super Micro’s liquid-cooling offering, which is seen as increasingly important given the amount of power consumed by AI workloads, should help the company stay ahead of competitors, Teng said. “However, limited order visibility due to above-mentioned uncertainties could make it difficult for Super Micro to deliver stronger-than-expected sales, and thus this could be a mixed bag, in our view,” Teng wrote in a note to clients. In late-April, the company had reported fiscal third-quarter sales that rose less than expected, to mark just the second miss in four years. The company is currently projected to report fourth-quarter results in early August. https://www.marketwatch.com/story/super-micros-stock-drops-after-analyst-says-stop-buying-until-outlook-improves-1d258f22?mod=mw_quote_news
Mehr zu diesem Wert
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Thema | ||
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| 1 | MICRON TECHNOLOGY Hauptdiskussion | -3,44 % | |
| 2 | Strategy B | -5,55 % | |
| 3 | Diginex | ±0,00 % | |
| 4 | für alle, die es ehrlich meinen beim Traden. | ||
| 5 | TKMS offenes Forum zur Aktie | +9,78 % | |
| 6 | DRONESHIELD LTD Hauptdiskussion | +1,88 % | |
| 7 | Germany 40 Hauptdiskussion | -0,23 % | |
| 8 | BTC/USD Hauptdiskussion | -2,48 % | |
| 9 | NEL ASA Hauptdiskussion | +0,12 % | |
| 10 | SIVERS IMA HLDG Hauptdiskussion | -18,50 % | Alle Diskussionen |
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Thema | ||
|---|---|---|---|
| 1 | MICRON TECHNOLOGY Hauptdiskussion | -3,47 % | |
| 2 | Strategy B | -5,55 % | |
| 3 | Diginex | ±0,00 % | |
| 4 | DRONESHIELD LTD Hauptdiskussion | +3,16 % | |
| 5 | TKMS offenes Forum zur Aktie | +10,37 % | |
| 6 | NEL ASA Hauptdiskussion | +0,12 % | |
| 7 | SIVERS IMA HLDG Hauptdiskussion | -17,54 % | |
| 8 | MICROSTRATEGY Hauptdiskussion | -5,55 % | |
| 9 | OTL nach dem RS 1:20 | -4,51 % | |
| 10 | VW Hauptdiskussion | +0,31 % | Alle Diskussionen |