Loop Capital Thinks Super Micro Computer (SMCI) “Could Experience A Clunky 1HCY2025, At Least Until May/June When Key Tier 2 Customers Begin Getting GB200 Allocation”
Super Micro Computer (SMCI), a significant global retailer of servers and AI racks, has seen its shares post modest gains since the start of the year in affinity with the broader market rally. However, one Wall Street analyst thinks that SMCI investors should brace for turbulence, "at least until May/June." Loop Capital Raises $SMCI PT to $40 from $35, Maintains Buy Rating Analyst comments: 'SMCI remains an important company in an important space with both special situation catalysts (i.e. getting SEC filing current) and fundamental as GB200 & GB300 (Blackwell) ramp heading into… — Wall St Engine (@wallstengine) January 23, […]