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Nvidia, Broadcom, and Advanced Micro Devices also stand to benefit, this analyst says.
The three stocks in this analysis all look as if they are trying to go higher, as we head into a long weekend in the USA. This is a market that has been very bullish for some time, and at this point, the market continues to move on the idea
The amazing fact is that SMCI's current extremely modest price/sales ratio of around 1.3 is by far behind P/S ratios of pure value plays like Pfizer and Home Depot. My DCF analysis suggests intrinsic value near $100, indicating significant upside potential. SMCI's aggressive revenue growth, strong AI tailwinds, and deep partnerships with Nvidia, AMD, and Intel reinforce its competitive edge.
The three best-performing stocks on the S&P 500 index over the past three years, as of June 30, are Palantir Technologies (PLTR -4.09%) with a 1,403% return; Super Micro Computer (SMCI -3.61%), 1,116%; and Nvidia (NVDA -2.87%), 943%. The S&P 500 returned 71.6% over this period.
Palantir Technologies is on an unstoppable tear. Even after a strong performance in 2024 where it soared 341%, it's up another 78% so far this year.
Recently, Zacks.com users have been paying close attention to Super Micro (SMCI). This makes it worthwhile to examine what the stock has in store.
The three major tech stocks in the US that I am watching today all look a bit mixed, perhaps because of the overall noise and over extension of some of these companies.
Super Micro Computer Inc SMCI shares jumped on Monday, continuing a recent upward trend despite a lack of specific company news to fuel the gains. The move suggests investor confidence remains buoyed by a series of significant strategic announcements made throughout June.
Super Micro Computer's revenues are climbing fast, but shrinking margins raise questions about its ability to scale profitably in server and liquid cooling.
Palantir Technologies (PLTR -9.37%) and Super Micro Computer (SMCI -3.43%) are two of the most popular artificial intelligence (AI) stocks on the market. Since January 2023, Palantir has returned 1,900%, and Supermicro has returned 480%.