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Analyst Warns Super Micro's Margin-Dilutive Deals Are Killing Profits
Benzinga· 2026-01-13 16:58
Investor scrutiny around Super Micro Computer, Inc. (NASDAQ:SMCI) is intensifying as Wall Street weighs the company’s strong positioning in AI servers against mounting concerns over margins, competition, and long-term profitability.Goldman Sachs Initiates Coverage With Sell RatingGoldman Sachs analyst Katherine Murphy assumed coverage of Super Micro on Tuesday, assigning a Sell rating and a price forecast of $26 per share. Goldman acknowledged that Super Micro is well-positioned for large AI infrastructure ...