Bernstein cautiously optimistic about Supermicro (SMCI.US) as strong AI server demand sends positive signals for Dell and HPE.

date
14/08/2026
Zhitong Finance APP has learned that after AI server manufacturer Super Micro Computer (SMCI.US) reported better-than-expected results and guidance, Bernstein raised the stock's target price from $37 to $42, maintaining a "market perform" rating.
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