CFRA upgraded Supermicro (SMCI) to Buy from Hold with a $48 price target. The firm says the company’s near-term margin recovery to mid-teens and market share gains appear likely given its “proven rapid development capabilities and expanding product portfolio.” SMCI’s “dominant” position in liquid cooling and advantage with Nvidia’s (NVDA) Blackwell B200 rack solutions showcases its artificial intelligence infrastructure leadership, contends CFRA.
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