11 AI News and Ratings on Investors’ Radar

Page 6 of 10

5. Super Micro Computer, Inc. (NASDAQ:SMCI)

Number of Hedge Fund Holders: 33

Super Micro Computer, Inc. (NASDAQ:SMCI) designs and manufactures modular server and storage solutions for enterprise, cloud, AI, and 5G markets, offering hardware, software, integration, and support services globally.

On February 12, Northland analyst Nehal Chokshi raised Super Micro’s price target from $54 to $57 while maintaining an Outperform rating. Despite weak December quarter results and soft March guidance, the analyst highlighted signs of significant differentiation, supporting the belief that the company’s goal of $40 billion in fiscal 2026 sales is achievable. Northland also noted that Super Micro may need to secure more capital if it reaches this sales target, with fiscal Q4 2026 potentially generating $12 billion. The firm believes Super Micro is well-positioned to gain market share in the growing generative AI market.

Page 6 of 10