Sign in

You're signed outSign in or to get full access.

Catherine Murphy

Managing Director and equity research analyst at Goldman Sachs

Katherine Murphy is a Managing Director and equity research analyst at Goldman Sachs, specializing in technology hardware and infrastructure with a focus on enterprise IT solutions. She covers key companies including Hewlett Packard Enterprise (HPE), where she recently initiated coverage with a Buy rating and $31 price target on January 13, signaling strong potential for 2026 amid evolving strategy. While specific long-term performance metrics such as TipRanks rankings or success rates are not publicly detailed, her high-conviction calls reflect Goldman Sachs' rigorous analytical standards. Murphy joined Goldman Sachs as an analyst, building on prior experience in equity research, though exact previous firms and start dates remain undisclosed in available sources.

Catherine Murphy's questions to Super Micro Computer (SMCI) leadership

Question · Q2 2026

Catherine Murphy asked about the investments Super Micro needs to make to expand DCBBS capabilities and its go-to-market offering to achieve increased penetration. She also sought clarification on the margin profile of DCBBS relative to sales to large neocloud and GPU as a service customers.

Answer

CEO Charles Liang detailed consistent investments in DCBBS over the past year, with 10 items currently available and 3-5 more planned. He emphasized that DCBBS offers significantly higher gross and net margins, exceeding 20%, due to its unique, pre-designed, pre-validated, and pre-optimized data center solution.

Ask follow-up questions

Fintool

Fintool can predict Super Micro Computer logo SMCI's earnings beat/miss a week before the call

Question · Q2 2026

Catherine Murphy inquired about the investments Super Micro is making to expand DCBBS capabilities and its go-to-market strategy, as well as the margin profile of DCBBS relative to sales to large NeoCloud and GPU-as-a-service customers.

Answer

Charles Liang (CEO) detailed consistent investments in DCBBS over the past 12 months, expanding from 10 to an anticipated 13-15 items. He confirmed DCBBS offers significantly higher gross and net margins, exceeding 20%, due to its unique pre-designed, pre-validated data center solution.

Ask follow-up questions

Fintool

Fintool can write a report on Super Micro Computer logo SMCI's next earnings in your company's style and formatting

News for Covered Companies

Super Micro Computer Posts Record $12.7B Revenue, Raises FY26 Outlook to $40B

Super Micro Computer Posts Record $12.7B Revenue, Raises FY26 Outlook to $40B

SMCI3d ago
Goldman Sachs Slaps Sell on Super Micro: AI Server King's Margins Crumble to 9%

Goldman Sachs Slaps Sell on Super Micro: AI Server King's Margins Crumble to 9%

SMCIJan 14