We recently published a list of Why These 15 Large Tech Stocks Are Skyrocketing So Far in 2025. In this article, we are going to take a look at where Super Micro Computer Inc (NASDAQ:SMCI) stands against other large tech stocks that are skyrocketing so far in 2025.
Tech stocks have done much better than expected in the past two years, and if the economy continues to grow and AI hype continues, it is likely that the next two years could also see better-than-expected growth in the technology sector.
Large tech companies have been spearheading the development of data centers and AI and these have delivered the most gains in recent years. This doesn’t seem to be changing as growth has remained solid and more tailwinds could be in play as companies double down on AI.
It is worth looking into which ones have delivered the most gains so far this year, as they could end up being the ones delivering the most gains for the full year.
Methodology
For this article, I screened the top-performing large tech stocks ($10 billion+ market cap) year-to-date. Stocks that I have covered recently will be excluded from this list.
I will also mention the number of hedge fund investors in these stocks. Why are we interested in the stocks that hedge funds invest in? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).

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Super Micro Computer Inc (NASDAQ:SMCI)
Number of Hedge Fund Holders In Q3 2024: 33
Super Micro Computer Inc (NASDAQ:SMCI) is a cloud computing and data center company.
The stock is up significantly so far this year as it confirmed that it would file its overdue SEC reports (10-K and 10-Q) by the February 25 deadline. This would avoid Nasdaq delisting and clear up the bearish sentiment about the company’s books allegedly being cooked.
An independent review has already cleared the company of accounting misconduct allegations from Hindenburg Research.
In addition, Super Micro Computer’s revenue for Q2 fiscal year 2025 (which ended December 31, 2024) is expected to be between $5.6 billion and $5.7 billion. This shows a 54% year-over-year growth.
However, it lowered its full fiscal year 2025 revenue guidance from $26-30 billion down to $23.5-25 billion.
The consensus price target of $60.2 implies 51.71% upside.
SMCI stock is up 30.18% year-to-date.
Overall, SMCI ranks 8th on our list of large tech stocks that are skyrocketing so far in 2025. While we acknowledge the potential of SMCI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than SMCI but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.