11:30 AM EST, 11/10/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We cut our 12-month target price to $49 from $57, shifting to 15x our CY 27 EPS view of $3.27, below SMCI's three-year historical average, reflecting heightened near-term volatility and execution uncertainties. We reduce our FY 26 EPS estimate to $2.05 from $2.73, primarily due to deeper-than-expected margin compression with Q2 gross margins now expected at 6.5%, while we raise FY 27 to $2.99 from $2.73 to capture improving earnings power as margins inflect and DCBBS scales. We think SMCI's strategic positioning within the structural AI infrastructure buildout, leadership in liquid cooling technology (where adoption could reach 30% of new data centers), and unmatched manufacturing scale create sustainable competitive advantages that are underappreciated following the recent correction. The $13B GB300 backlog and raised revenue guidance to $36B validate demand durability despite near-term production challenges.