Wistron Raises Wistron Target Price to NT$225 on Strong NVL72 Cabinet Shipments

The firm projects Wistron's Q2 gross margin and operating margin to reach 5.5% and 3.5% respectively, exceeding market expectations. Wistron's NVL72 cabinet shipments are expected to reach 10,000 units, leading to a "buy" rating.

So What

Wistron's strong NVL72 cabinet shipments confirm robust demand for NVIDIA's liquid-cooled AI server racks, tightening AI server capacity.

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Wistron▲

Who's exposed

WistronTailwindWistron's Q2 gross margin and operating margin are projected to exceed market expectations (5.5% and 3.5% respectively), and NVL72 cabinet shipments are expected to reach 10,000 units.

Sources (1)

Wistron Raises Wistron Target Price to NT$225 on Strong NVL72 Cabinet Shipments

FTNN Finance · RSS · 1d ago

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Lead sourceFTNN Finance

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NVIDIArelated Wistronsubject

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Updated 1d ago · 1 source

Wistron Raises Wistron Target Price to NT$225 on Strong NVL72 Cabinet Shipments

The firm projects Wistron's Q2 gross margin and operating margin to reach 5.5% and 3.5% respectively, exceeding market expectations. Wistron's NVL72 cabinet shipments are expected to reach 10,000 units, leading to a "buy" rating.

So What

Wistron's strong NVL72 cabinet shipments confirm robust demand for NVIDIA's liquid-cooled AI server racks, tightening AI server capacity.

Read Source→

Wistron▲

Who's exposed

WistronTailwindWistron's Q2 gross margin and operating margin are projected to exceed market expectations (5.5% and 3.5% respectively), and NVL72 cabinet shipments are expected to reach 10,000 units.