Super Micro Computer, Inc. (SMCI) is gaining attention from analysts after reporting robust fiscal Q2 2026 results, with significant beats on earnings and revenue. Rosenblatt analyst Kevin Cassidy reiterated a Buy rating and a $50.00 price target, attributing the growth to the ramping production of the GB300 system and the expansion of its “One-Stop Shop” DCBBS offering. While acknowledging SMCI’s potential, the article also suggests that other AI stocks might offer greater upside and less downside risk.
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Super Micro (SMCI) Is One of the AI Stocks Analysts Are Watching After Q2 Blowout
Super Micro Computer, Inc. (SMCI) is gaining attention from analysts after reporting robust fiscal Q2 2026 results, with significant beats on earnings and revenue. Rosenblatt analyst Kevin Cassidy reiterated a Buy rating and a $50.00 price target, attributing the growth to the ramping production of the GB300 system and the expansion of its “One-Stop Shop” DCBBS offering. While acknowledging SMCI’s potential, the article also suggests that other AI stocks might offer greater upside and less downside risk.