Super Micro’s AI Bet: Loop Sees Growth Ahead Despite a Rocky Start to 2025

Super Micro Computer (NASDAQ:SMCI) is still getting bullish backing from Loop Capital, which reiterated its Buy rating and raised its price target to $40 on expectations of Nvidia’s (NVDA) Blackwell ramp.Super Micro, known for its high-performance data center solutions, has the capacity to deploy large-scale, liquid-cooled AI projects, including those with 100,000 GPUs.

Loop analyst Ananda Baruah believes the company is well-positioned but warns the first half of 2025 could be bumpy…