Truist raises SGI stock price target to $75, maintains Buy rating

Published 20/02/2025, 21:36
Truist raises SGI stock price target to $75, maintains Buy rating

On Thursday, Truist Securities adjusted its financial outlook for Silicon Graphics International Corp. (NYSE: SGI), increasing the price target to $75 from the previous $72 while reaffirming a Buy rating on the company’s shares. The adjustment followed Silicon Graphics’ recent performance, which surpassed expectations, particularly noting improvements in domestic wholesale operations and strong international sales. With a market capitalization of $13.9 billion and a strong return of 33% over the past year, SGI has demonstrated robust momentum. According to InvestingPro data, analysts maintain a highly bullish consensus on the stock, with multiple earnings upgrades for the upcoming period.

Silicon Graphics International Corp. experienced a 2.7% decline in share value during intraday trading, in contrast to a 0.7% dip in the S&P 500 index. This movement came after the company reported earnings that exceeded analyst forecasts. According to Truist Securities, the company’s trends have been inconsistent in 2025, with a slower February following several months of growth.

The company’s guidance for the year, which includes contributions from Mattress Firm, was in line with expectations. However, it also factors in some divested business segments and the loss of an original equipment manufacturer (OEM) customer. Analysts at Truist Securities suggest that further integration efforts could lead to additional synergies as the year progresses.

Truist Securities expressed confidence in the company’s future, indicating that the earnings per share (EPS) figure for 2028 discussed by Silicon Graphics’ management might be underestimated. The firm’s analysts have consequently maintained their Buy rating, signaling continued support for the company’s stock amidst the current market conditions.

In other recent news, Somnee Group International Inc (SGI) reported strong financial results for the fourth quarter of 2024, surpassing analysts’ expectations. The company achieved an adjusted earnings per share (EPS) of $0.60, exceeding the forecast of $0.5843, and revenue reached $1.21 billion, beating the anticipated $1.19 billion. Additionally, SGI completed a significant merger with Mattress Firm, which is expected to generate $100 million in annual synergies by 2028. This merger positions SGI to maintain its leadership in the bedding industry. Despite these positive developments, SGI’s stock price remained stable, suggesting that investors may have already factored in these results. The company has provided an optimistic outlook for 2025, with adjusted EPS guidance ranging from $2.60 to $3.00 and expected sales between $7.5 billion and $7.8 billion. SGI’s strategic initiatives, including the largest bedding product launch in its history, aim to drive mid-single-digit sales growth starting in 2026. The company continues to focus on operational efficiencies and market stabilization to support future growth.

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