Burnell Ezekiel
03-24

$SUPER MICRO COMPUTER INC(SMCI)$

Samik Chatterjee, an analyst at JPMorgan, said that the troubled AI server manufacturer Super Micro Computer is set to benefit from the increased shipments of Nvidia's Blackwell chips. He reckons there's about a 15% upside potential for Super Micro Computer's stock price. Chatterjee also mentioned that Super Micro Computer has gotten past the uncertainties related to the pending filings with the US Securities and Exchange Commission (SEC). What's more, the demand for Blackwell servers is significantly higher than that of the previous - generation products. The increase in the average selling price is an extra boon for Super Micro Computer's revenue growth. Because of this, he raised the revenue forecast for Super Micro Computer's fiscal year 2026 by $5 billion to $39 billion, which means a 65% year - on - year growth. JPMorgan has changed the rating of Super Micro's stock from "Under..." (It seems your original text is incomplete here. But this is the translation based on what you provided so far.)

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