Super Micro Computer Cratered Again, Down 35% in One Month: This Lead Analyst Who Just Defended Nvidia Says Super Micro Computer Shares to Gain 140%
Alex Sirois's 247wallst.com article reports that Super Micro Computer fell 30.92% in a month to $26.99 after reports of a Manhattan DOJ inquiry into possible China diversion of its hardware, even as it posted $19.9 billion in quarterly revenue, up 298% year over year, raised its fiscal 2027 outlook to $72–82 billion, and reported a record backlog. He notes Raymond James's Simon Leopold reiterated a $65 target implying 140.8% upside before the probe surfaced — an outlier against mostly Hold ratings — while comparing Dell and HPE's better-rated profiles, and recommends waiting until the DOJ picture clears.
