$SMCI: Goldman Says Sell, But I’m Still Bullish

$SMCI: Strong Earnings, But Wall Street Still Doubts It‌$超微电脑(SMCI)$ ‌

SMCI just delivered a major upside surprise

• Revenue guidance raised to $18.5B–$19.5B, well above expectations

• Gross margin guidance improved to 12%–12.5%

• Strong AI server demand continues to drive growth

Goldman Sachs still rates it Sell with a $34 price target, citing valuation and funding risks

My take: I remain bullish on SMCI’s growth potential. AI demand is real, and improving margins are an encouraging sign. The key is whether the company can turn explosive revenue growth into sustainable profits and cash flow.

Watch the Nov. 3 earnings call. The opportunity is there, but execution matters

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":621544591413784,"tweetId":"621544591413784","gmtCreate":1792766318746,"gmtModify":1792766324478,"author":{"id":4249989247454572,"idStr":"4249989247454572","authorId":4249989247454572,"authorIdStr":"4249989247454572","name":"Keith Farnsworth","avatar":"https://community-static.tradeup.com/news/183fea86657712b2795daf00530142ca","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"$SMCI: Goldman Says Sell, But I’m Still Bullish","html":"<html><head></head><body>$SMCI: Strong Earnings, But Wall Street Still Doubts It‌<a href=\"https://ttm.financial/S/SMCI\">$超微电脑(SMCI)$ &nbsp;</a>‌\n\nSMCI just delivered a major upside surprise\n\n• Revenue guidance raised to $18.5B–$19.5B, well above expectations\n\n• Gross margin guidance improved to 12%–12.5%\n\n• Strong AI server demand continues to drive growth\n\nGoldman Sachs still rates it Sell with a $34 price target, citing valuation and funding risks\n\nMy take: I remain bullish on SMCI’s growth potential. AI demand is real, and improving margins are an encouraging sign. The key is whether the company can turn explosive revenue growth into sustainable profits and cash flow.\n\nWatch the Nov. 3 earnings call. The opportunity is there, but execution matters</body></html>","htmlText":"<html><head></head><body>$SMCI: Strong Earnings, But Wall Street Still Doubts It‌<a href=\"https://ttm.financial/S/SMCI\">$超微电脑(SMCI)$ &nbsp;</a>‌\n\nSMCI just delivered a major upside surprise\n\n• Revenue guidance raised to $18.5B–$19.5B, well above expectations\n\n• Gross margin guidance improved to 12%–12.5%\n\n• Strong AI server demand continues to drive growth\n\nGoldman Sachs still rates it Sell with a $34 price target, citing valuation and funding risks\n\nMy take: I remain bullish on SMCI’s growth potential. AI demand is real, and improving margins are an encouraging sign. The key is whether the company can turn explosive revenue growth into sustainable profits and cash flow.\n\nWatch the Nov. 3 earnings call. The opportunity is there, but execution matters</body></html>","text":"$SMCI: Strong Earnings, But Wall Street Still Doubts It‌$超微电脑(SMCI)$ ‌ SMCI just delivered a major upside surprise • Revenue guidance raised to $18.5B–$19.5B, well above expectations • Gross margin guidance improved to 12%–12.5% • Strong AI server demand continues to drive growth Goldman Sachs still rates it Sell with a $34 price target, citing valuation and funding risks My take: I remain bullish on SMCI’s growth potential. AI demand is real, and improving margins are an encouraging sign. The key is whether the company can turn explosive revenue growth into sustainable profits and cash flow. Watch the Nov. 3 earnings call. The opportunity is there, but execution matters","highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/621544591413784","repostId":0,"isVote":1,"tweetType":1,"viewCount":266,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SMCI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":576,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/621544591413784"}