10 Stocks That Analysts Are Talking About

3. Super Micro Computer Inc. (NASDAQ:SMCI)

Super Micro Computer Inc. is a designer and manufacturer of high-performance server and storage solutions. It develops a complete server, modular-based servers, blades, networking devices, security software, and other solutions. Loop Capital maintained its Buy rating for the company and increased its target price from $35 to $40.

2024 was a year to forget for many SMCI investors. This year has started on a good note for investors, but not all of that is due to the company’s own performance. Nvidia is about to ramp up its Blackwell GPUs and SMCI finds itself as a beneficiary.

Super Micro’s expertise in deploying liquid-cooled data centers and its experience in installing the largest data center in the world together with Nvidia will both come in handy when the US government focuses on improving the country’s AI infrastructure. However, analysts rightly point out that due to the company’s internal troubles, the benefits of such developments may not come in a straight line. The ride could be choppy and investors need to be aware of that.