---
title: "Citi: Envicool Misses Earnings for Three Consecutive Quarters; Market May Overlook Risks Like Price Competition Under NVIDIA Halo Effect"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/283418298.md"
description: "Citi points out that Envicool has missed earnings expectations for three consecutive quarters, indicating overly high market earnings outlook. While the market focuses on its liquid cooling services for NVIDIA customers, it overlooks risks such as small business Market Exposure, intensifying domestic price competition, and pressure from new competitors. Based on valuation factors, Citi raised Envicool's target price from 50 yuan to 60 yuan and reiterated a sell rating"
datetime: "2026-04-21T01:03:51.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/283418298.md)
  - [en](https://longbridge.com/en/news/283418298.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/283418298.md)
---

# Citi: Envicool Misses Earnings for Three Consecutive Quarters; Market May Overlook Risks Like Price Competition Under NVIDIA Halo Effect

Citi stated that Envicool's performance has missed expectations for three consecutive quarters, suggesting that the market's consensus earnings outlook is too high. The market only focuses on its supply of liquid cooling solutions for NVIDIA ASIC customers, while completely ignoring risks such as small business Market Exposure, intensifying domestic price competition, and pressure from future new entrants. Based on valuation factors, the company's target price was raised from 50 yuan to 60 yuan, and a sell rating was reiterated.

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