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FINWIRES

Wedbush稱，超微電腦毛利率超出預期，推動獲利成長。

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-- 超微電腦（SMCI）近幾季的銷售額基本上達到或超過預期，但毛利率一直是持續存在的問題。不過，韋德布希證券（Wedbush Securities）週三表示，本季情況有所好轉，毛利率大幅超出預期。 該公司第三財季毛利率接近10.1%，較上季成長370個基點。報告指出，儘管該公司預計本季毛利率將降至8.2%至8.4%，但仍比韋德布希先前預測的中位數高出約80個基點。 該公司表示，新興/小型雲端服務商的需求正在增加。報告稱，這些小型客戶似乎缺乏議價能力來獲得折扣，反而有利於超微型電腦的發展。 韋德布希證券更新了對該公司第四財季的預期，預計每股收益為0.72美元，營收為120億美元，毛利率為8%，高於先前預測的每股收益0.68美元、營收125.8億美元和毛利率7%。 券商預計，Super Micro Computer 2026財年的每股盈餘為2.61美元，營收為399.4億美元，毛利率為8.2%，而先前的預期分別為2.35美元、426.4億美元和7%。 Wedbush維持對Super Micro Computer的「中性」評級，並將目標價從42美元下調至34美元。 該公司股價在周三的交易中上漲超過16%。

Price: $32.49, Change: $+4.66, Percent Change: +16.74%

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