Mizuho lowered the firm’s price target on Super Micro (SMCI) to $25 from $33 and keeps a Neutral rating on the shares. The firm expects strong AI server demand in 2026 and 2027. While Super Micro continues to be the AI server technology leader with strong server capex tailwinds into 2027, the company’s near-term headlines with China could shift orders to Dell (DELL), the analyst tells investors in a research note.
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