Nvidia and Super Micro Computer: Barclays indicates the low point of these AI shares

For a good reason, AI generated headlines and hype and for a good reason. It is the unique technology that permanently changes the tech landscape.

From the point of view of an investor, the crucial point is how we quantify the Ki boom. In 2023, the AI ​​market was rated with $ 174.3 billion, and 2.09 trillion dollars for an annual growth rate (CAGR) of approx. 30%will probably be achieved by 2033.

The factors that are likely to be able to expand include increasing use of smartphones, a favorable state/political environment, an expanded segment for information and communication means and the increased use of automation in all areas from the factory to the car in your driveway.

With a growing number of players who are looking for a piece of this always expanded cake, investors are looking for the experts for instructions. Enter barclays analysts that put two AI -Talwarts -Nvidia (Nasdaq: NVDA) and Super Micro computer (NASDAQ: SMCI) under the microscope. Let’s take a closer look at your results.

Nvidia

The first AI share that we will see is Nvidia, a company that has recently gained a lot of popularity – and for the right reasons. First, the NVIDIA share has shot up in recent years, the strong increase in the Nvidia share price directly to the top of the Wall Street ranking. The market capitalization of the company worth 3.05 trillion US dollars makes it the second largest publicly traded company on Wall Street, behind only Apple.

Nvidia has achieved this intoxicating success by becoming the market leader in the semiconductor chip industry. All of our digital applications, from electronic pocket computers to laptop computers to AI calculus centers, are carried out on semiconductor chips-and Nvidia is a leading designer and dealer of AI-capable chips, chipsets and accelerators. The company took over an early lead in the field of high-speed computing when the first GPUs invented the first GPUs at the end of the 1990s and the chips quickly found applications in fields outside their original gaming niche. Today the Nvidia chips are very much in demand and are particularly in demand by AI developers and data center staff. Nvidia derives the lion’s share of its current income from the data center segment, which is closely connected to the AI ​​field. When it comes to ai-capable semiconductor chips, Nvidia orders about 80% of the market.

The success of the company to satisfy the growing demand for AI-capable semiconductor chips is reflected in his income. In its report of the 4Q25 financial year, the last published, the company recorded the total turnover of $ 39.3 billion, an increase of $ 12% compared to the previous year and the forecast by $ 1.17 billion. The strong beat was due to the sales of the company’s data center at $ 35.6 billion for a profit of 93% compared to the previous year. Both the total turnover and the sales of data centers were the quarterly records of companies. The bottom line was that Nvidia realized a non-GAAP EPS of $ 0.89. This number rose by 71% compared to the previous year and exceeded the forecast by 4 cents per share.

Management led to a turnover of $ 43 billion in 26 in the first quarter, which leads to an increase of approximately 65%compared to the previous year. However, the problem for Nvidia is that the bar set it as high that the prospects – while expectations ahead – were not as strong as some expected.

The barclays analyst Tom O’malley is one of those who are a bit disappointed. Nevertheless, he quickly points out that Nvidia’s success has determined the expectations at a high level. He stays optimistic on the stock and writes: “The numbers came from the Top -Line perspective a little easier than what we thought for April, but this was always the largest quarter of the risk in our eyes. Blackwell in combination with H200 growth in January means a big step in the H100, and the company points to a crossover for Blackwell in April. Overall, the NVDA has earned a very high bar and not able to provide the usual beat/increase of the cadence, but we believe that the company made the course of the product smoothly through the product history and now this year.

O’malley receives the NVDA shares with a price target of $ 175, which points to an upward potential of 40% to 40% for one year. (Click here to see O’malley’s track record.)

The NVIDIA share has picked up 41 recent analyst reviews with a split from 38 to 3, which prefers buy over hold and offers the share its strong purchase consensus rating. The shares currently cost $ 124.92, and the average price target of $ 178.66 is somewhat more bullish than the barclays view, which indicates a bump of 43% in the coming year. (See NVDA share forecast)))

Super Micro computer

The second inventory on our list, Super Micro Computer, has been a long-standing provider for the design and construction of advanced high-performance computer solutions and in recent years into an important player for the development of AI-capable hardware.

The company is a specialist for AI server and direct liquid cooling (DLC) and operates a comprehensive global manufacturing footprint, which provides the computer infrastructure that supports computing centers and extended AI applications.

We should note here that the Super Micro shares have been exhausted in the past few months, of the peak values ​​that he reached in March last year. The company was faced with an investigation by the US Justice Ministry and examines alleged violations of accounting. During this investigation, the company fell out of compliance with its regulatory submissions in accordance with the NASDAQ listing rules. In a press release dated February 25, however, Super Micro announced that Nasdaq received a notification letter in which the company now corresponds to the listing rules of the index again.

In accordance with this, the company has also announced that they have submitted its SEC regulatory documents and financial publications for both the second quarter and for the second quarter of 2025. Investigation of the results in the second quarter we have found that the company had earned $ 5.68 billion, almost $ 28 million, and the bottom line of 51 cents per share, two centers.

In his reporting on Super Micro-Computer, Barclays’ George Wang gives both the positive and negative negative negative of the company the full position on the market for powerful computer hardware and the restoration of the NASDAQ conformity, in the end, Wang cannot take a clear positive stand. He writes about the company: “While we acknowledge the management position of SMCI in AI Server and Direct Liquid Cooling (DLC) as expected, it would be one of the first to send B200 HGX servers in March-Q. We therefore stay marginally, although SMCI should now adhere to its submissions, which should help with the corporate bases, such as: B. Incremental order from customers who previously hesitated. However, we believe that SMCI is still subject to future risks from financial controls and ongoing overhang of potential capital increases to finance the operating capital requirement for Blackwell purchases. “

In accordance with these comments, Wang’s SMCI share is the same weight (ie hold), although it should be noted that its price target of $ 59 implies an appreciation of 42%. (Click here to see Wang’s track record.)

If you now turn to the rest of the street, where the stock has a hold -consensus rating, based on 9 analyst reviews that 3 for buying, 4 to hold, and 2 for sale. The shares have a trading price of $ 41.46 and an average price target of $ 45.75, which indicates the potential for an upward trend of 10% next year. (See SMCI share forecast)))

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