markets

Luke Kawa5/13/25

Super Micro surges after Raymond James calls the AI server company a buy

Super Micro Computer is one of the top-performing stocks in the S&P 500 after Raymond James initiated coverage on the stock with a “buy” rating and price target of $41.

Per Bloomberg, analyst Simon Leopold said the company has “jumped into a lead with 9% of the AI platform market and 31% share among branded suppliers according to Dell’Oro.”

Super Micro remains in a unique, seemingly sweet, spot: even after its latest round of guidance cuts has spurred analysts to reduce 12-month forward earnings estimates to about $2.76 from $3.26, it’s still a relatively cheap stock, trading at a forward price-to-earnings ratio of 13.9x (versus 21.3x for the S&P 500). And it’s levered to the massive AI capex boom, which is growing far faster than the economy as a whole.

While recent missteps have surely reduced investors’ faith in the ability of the company to meet its near-term financial objectives (and its checkered history of accounting issues may deepen trust issues with management), above-average growth coupled with a below-average valuation can be a pretty simple formula to producing market-beating returns.

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markets

J. Edward Moreno7/7/26

SpaceX gets a wave of bullish ratings from Wall Street analysts

SpaceX received more than a dozen positive analyst calls on Tuesday — including from major Wall Street banks — as they initiate coverage on Elon Musk’s space and AI company.

SpaceX went public on June 12 at a $2.2 trillion valuation, the largest debut in history. While the company hasn’t yet posted a profit, it seems to have convinced Wall Street that it will get there and grow its valuation on the way.

Of the at least 17 analysts that gave a rating on Tuesday, all but one gave it a “buy” or “outperform” rating. MoffettNathanson was "neutral."

The ratings come as SpaceX joined the Nasdaq 100 index, a benchmark tech-heavy basket of companies that underpins millions of portfolios. The inclusion adds built-in demand for the stock from index funds and ETFs.

Still, SpaceX fell more than 5% on Tuesday amid a broader sell-off, and is currently effectively flat from its opening price of $150 a share.

US job growth falls far short of estimates in June; unemployment rate unexpectedly dips to 4.2%

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Meta surges on report it’s starting a cloud business to sell excess AI compute

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Meta CEO Mark Zuckerberg visits U.S. Capitol for Senate meetings

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