12 Best Performing AI Stocks So Far in 2025

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

Year-to-Date Performance: 88.49%

Number of Hedge Fund Holders: 40

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the best-performing AI stocks so far in 2025. On July 11, Citi increased its price target for Super Micro Computer, Inc. (NASDAQ:SMCI) from $37 to $52 but kept a Neutral rating.

The firm noted that the demand for AI servers is improving. Citi analysts pointed out that Super Micro Computer, Inc.’s (NASDAQ:SMCI) management is optimistic about fulfilling “current commitments over the next two quarters as Blackwell GPU supply constraints ease.”

Despite this, the analysts remain worried about profit margins because of the competition from DELL and HPE. The analysts believe this “will temper margin expansion expectations.”

Citi forecasts Super Micro Computer, Inc.’s (NASDAQ:SMCI) Q4 fiscal 2025 revenue to be $6.07 billion, which represents a 13.4% increase year-over-year and a 32% increase from the previous quarter. The firm expects EPS of $0.45, roughly in line with consensus estimates.

For the first quarter of fiscal 2026, Citi forecasts revenue to increase to $7.02 billion and EPS to $0.65, both above consensus estimates.

Super Micro Computer, Inc. (NASDAQ:SMCI) is a technology company that specializes in application-optimized total information technology solutions with server, AI, storage, IoT, switch systems, software, and support services. The company is focused on delivering “first to market” innovation for Enterprise, Cloud, AI, and 5G Telco/Edge IT Infrastructure.

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