BofA resumes Super Micro Computer coverage with 'underperform' rating

ReutersJul 9, 2025 4:20 PM

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BofA resumes coverage of AI server maker Super Micro Computer SMCI.O with "underperform" rating, saying rising competition in the AI server market could pressure company's margins

Liquid cooling may get commoditized over time, as many companies now offer their own version - brokerage

SMCI may need more funds for working capital, which can be dilutive to existing shareholders - BofA

Brokerage sets PT on SMCI at $35, about 28.7% downside on stock's last close

Seven of 18 brokerages rate the stock "buy" or higher, eight rate "hold," and three "sell"; their median PT is $36.97, according to data compiled by LSEG

Including session's moves, stock up ~60.8% YTD

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