{
  "id": 2221067,
  "title": "Rosenblatt reiterates buy on SMCI stock citing AI orders",
  "url": "https://urgent.news/2026/08/20/rosenblatt-reiterates-buy-on-smci-stock-citing-ai-orders",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-08-20T20:38:59.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/analyst-ratings/rosenblatt-reiterates-buy-on-smci-stock-citing-ai-orders-93CH-4870508"
  },
  "original_language": "en",
  "account": "Rosenblatt maintained its \"Buy\" rating on Super Micro Computer Inc. (SMCI) and set a $51 price target, citing strong order momentum and the company's leading position in AI infrastructure. SMCI has secured $60 billion in new orders from over 20 customers, indicating a promising revenue growth trajectory for fiscal year 2027. The firm emphasized SMCI's competitive edge in time-to-market for AI infrastructure. Analysts revised their consensus gross margins upward to 10% for fiscal 2027, up 140 basis points from the previous earnings report. Rosenblatt stands by its own estimate of 11% for the same period. The consensus earnings per share estimates for fiscal 2027 and 2028 have also risen by $1.10 and $1.60 respectively since the latest earnings announcement. SMCI's stock has appreciated by $4 over this timeframe. According to InvestingPro data, 15 analysts have upgraded their EPS forecasts for the upcoming period, now forecasting $5.41 for fiscal 2027. The stock is currently valued at a P/E ratio of 11.28 and a low PEG ratio of 0.11, suggesting a potentially attractive valuation relative to its growth potential. Rosenblatt remains confident in the stock's risk-reward profile, considering the recent estimate revisions and stock performance.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}