JP Morgan initiated coverage on Bytes Technology Group with an 'underweight' rating due to its limited exposure to AI monetisation, particularly hardware contributing less than 10% of gross profit. The bank prefers Computacenter as its top pick in the European value-added reseller (VAR) sector because of its stronger AI-related business and hyperscale capital expenditure focus. This downgrade reflects concerns about Bytes' ability to meet consensus earnings estimates amid changes in vendor incentives and the risk of vendor disintermediation, which could pressure intermediaries lacking strategic value. Investors should watch how Bytes adapts to these challenges and whether it can enhance its AI capabilities to remain competitive.
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