The Zacks Analyst Blog Highlights Super Micro Computer, NVIDIA, Intel and AMD

For Immediate ReleaseChicago, IL – July 30, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Super Micro Computer, Inc. SMCI, NVIDIA Corp.'s NVDA, Intel Corp. INTC and Advanced Micro Devices, Inc. AMD.Here are highlights from Tuesday’s Analyst Blog:Is SMCI Stock the Next NVIDIA, and Is It Worth Buying?Following a challenging second half of 2024, investors have expressed a positive outlook on Super Micro Computer, Inc., with its shares gaining 97% this year and outpacing NVIDIA Corp.'s gain of 31.6%. So, can Supermicro, a manufacturer of data center components, become the next NVIDIA, and is it a worthwhile investment? Let's explore –Behind SMCI's Gains This Year and Growth PotentialSupermicro's shares surged 10% on Monday after Digi Power X announced a provisional patent for its ARMS 200 modular data center, with SMCI as its exclusive server supplier. The choice of Supermicro indicates that the company may be leveraging advanced, high-value technology.A short-seller tarnished Supermicro's reputation last year, but the stock rebounded to finish the first half of 2025 with a 60.8% increase. This rebound occurred after the company's new auditor, BDO, reviewed the last three years of financial transactions and confirmed that Supermicro's financial statements are fair in all material respects. The company was cleared of all allegations of fraud.Supermicro's shares gained further after the firm announced a $20 billion deal with Saudi Arabian data center operator DataVolt. This deal is part of the Trump administration's strategic partnerships with Saudi Arabia.In the March quarter, Supermicro's revenue growth fell short of market expectations, possibly due to delays in shipments of NVIDIA's Blackwell chips. However, no delays are expected for the June quarter, which could boost Supermicro's revenues and positively influence its share price. Remember, most of the graphics processing units (GPUs) used in Supermicro's systems are NVIDIA chips.Could SMCI Be the Next NVIDIA?Supermicro's gains this year have sparked questions about whether it can replicate NVIDIA's future success. Supermicro's business, which involves integrating several third-party components, is much easier to commoditize compared to NVIDIA's operations. However, developers prefer NVIDIA's CUDA software and artificial intelligence (AI) GPUs over competitors like Intel Corp. and Advanced Micro Devices, Inc..NVIDIA's products are distinctive and superior to those of its rivals, but some competitors also offer Supermicro's direct liquid cooling method. Additionally, NVIDIA controls over 80% of the AI GPU market, boosting its pricing power. In contrast, Supermicro has only an 8% share in the AI server market, making it premature to crown Supermicro as the next NVIDIA (read more: Is Rigetti the Next NVIDIA, and Should You Buy the Stock?).Should You Buy SMCI Stock Now?Despite recent gains, investors should remain cautious. Major technology vendors are providing intense competition to Supermicro, which is putting pressure on the company's margins. Supermicro's non-GAAP gross margin for the fiscal 2025 third quarter was 9.7%, down from 11.8% in the previous quarter and 15.5% in the same quarter last year.Supermicro also has a debt-to-equity ratio of 38.1%, higher than the Computer- Storage Devices industry average of 32.5%, indicating greater financial risk and increased vulnerability to economic downturns. Nonetheless, the company's growth may be impacted by trade-related uncertainties.Supermicro, currently, has a Zacks Rank #5 (Strong Sell), and the Zacks Consensus Estimate of $2.07 for SMCI's earnings per share (EPS) is down by 39.7% from a year ago.You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here.Free: Instant Access to Zacks' Market-Crushing StrategiesSince 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.Get all the details here >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                      https://www.zacks.com                                                 Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC): Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Super Micro Computer, Inc. (SMCI): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks