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Super Micro Rides AI Server Boom, Analysts See Big 2026 Growth Despite Near-Term Challenges

Super Micro Computer’s stock has surged 1,336% in 5 years due to AI hardware demand. ChatGPT launch, Dell and HPE’s competition, and Microsoft’s custom servers boost the $252B AI server market.

Latest Ratings for SMCI

Date Firm Action From To
May 2021 Susquehanna Maintains Positive
May 2021 Northland Capital Markets Maintains Outperform
Jun 2020 Northland Capital Markets Initiates Coverage On Outperform

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