智通财经APP获悉，花旗将超微电脑(SMCI.US)的目标价从37美元上调至52美元，但维持“中性”评级不变。花旗分析师表示，对人工智能(AI)服务器的需求正在改善。超微电脑管理层对在未来两个季度内完成“当前的交付承诺”持乐观态度，因为Blackwell GPU 供应限制正在缓解。
尽管如此，由于戴尔科技(DELL.US)和慧与科技(HPE.US)的竞争，分析师仍然对超微电脑的利润率感到担忧。
花旗预测，超微电脑2025财年第四季度营收将达到60.7亿美元，同比增长13.4%，环比增长32%;预计每股收益为0.45美元，与市场普遍预期基本一致。
花旗还预计该公司2026财年第一季度营收将增长至70.2亿美元，每股收益将达到0.65美元，这两项数据均高于市场预期。
据悉，超微电脑将于美东时间8月5日美股盘后发布2025财年第四季度业绩报告。根据TipRanks预测数据，华尔街分析师预计该公司每股收益为0.45美元，同比下滑29%;但营收有望同比增长13%，达到59.8亿美元。
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