10 AI News and Ratings You Should Take a Look At

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

Number of Hedge Fund Holders: 33

Super Micro Computer, Inc. (NASDAQ:SMCI) develops and manufactures high-performance server and storage solutions, offering modular systems, server management software, and support services for data centers, cloud computing, AI, and edge computing.

On February 10, CFRA upgraded Supermicro (NASDAQ:SMCI) to Buy from Hold, setting a $48 price target. The firm expects the company’s margins to recover to the mid-teens and sees potential market share growth due to its fast development and expanding product lineup. CFRA highlighted SMCI’s strong position in liquid cooling and its advantage with Nvidia’s Blackwell B200 rack solutions, which strengthen its leadership in AI infrastructure.