The June quarter results provided investors with more clarity on whether the hype surrounding artificial intelligence (AI) stocks is justified. While some AI companies delivered strong numbers and proved that they deserve a premium valuation, others failed to live up to the Street’s expectations. Using TipRanks’ Stock Comparison Tool, we placed BigBear.ai Holdings (BBAI), Vertiv Holdings (VRT), and Super Micro Computer (SMCI) against each other to find the best AI stock, according to Wall Street analysts.
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BigBear.ai Holdings (NYSE:BBAI) Stock
BigBear.ai offers AI-powered decision intelligence solutions. BBAI stock has declined 31% over the past month, as dismal Q2 results and a revenue guidance downgrade made investors question the company’s elevated valuation following a strong rally over the past year. Even after the recent pullback, BBAI stock has skyrocketed 301% over the past year due to the optimism around defense-focused AI plays. The stock is up 24% year-to-date.
In particular, BBAI reported an 18% year-over-year decline in its Q2 revenue to $32.5 million, blaming disruptions in federal contracts. Given a favorable backdrop for defense-focused AI companies, BBAI’s performance was quite disappointing. BBAI’s results were in contrast to another defense AI stock, Palantir Technologies (PLTR), which saw its revenue hit the $1 billion mark for the first time in Q2 2025. On the positive side, BBAI ended Q2 with a strong cash position of $391 million, which will support its growth initiatives.
Is BBAI Stock a Good Buy?
In reaction to the Q2 print, H.C. Wainwright analyst Scott Buck lowered the price target for BigBear.ai Holdings stock to $8 from $9, while reaffirming a Buy rating. The analyst noted that BBAI lowered its full-year revenue guidance to reflect the decline in Q2 revenue and disruptions in federal contracts, mainly in programs supporting the U.S. Army, as they seek to modernize their data architecture. Buck contended that while BBAI’s Q2 performance was disappointing, it was not surprising, given that peers in the defense space also experienced program delays.
Buck expects improvement in revenue visibility as the company progresses into 2026. Longer term, the analyst believes that BigBear.ai is well-positioned to be a beneficiary of the One Big Beautiful Bill, which significantly increases investment in areas aligned with the company’s core competencies. Buck sees an improved balance sheet and favorable industry and legislative trends as catalysts for BBAI’s long-term growth.
Overall, BigBear.ai Holdings scores Wall Street’s Moderate Buy consensus rating based on two Buys and two Holds. The average BBAI stock price target of $5.75 indicates 4.6% upside potential.
Vertiv Holdings (NYSE:VRT) Stock
Data center infrastructure providers like Vertiv Holdings are seeing robust demand for their offerings amid the ongoing AI boom. Vertiv offers power, cooling, and IT infrastructure solutions for data centers.
The company reported upbeat Q2 results and raised its full-year outlook. Vertiv delivered a 35% growth in Q2 revenue and a 42% rise in adjusted earnings per share (EPS), reflecting sustained market demand. Also, a solid backlog of $8.5 billion indicates the company’s strong market position. While most metrics surpassed expectations, the 110 basis points decline in adjusted operating margin due to tariffs was disappointing. Nonetheless, Vertiv is confident about overcoming these transient headwinds and driving further growth by leveraging AI-led opportunities.
Is VRT Stock a Buy, Sell, or Hold?
In reaction to the Q2 print, Mizuho analyst Brett Linzey increased the price target for Vertiv Holdings stock to $165 from $150 and reiterated a Buy rating. The 5-star analyst noted the company’s impressive Q2 performance and the increase in full-year organic revenue growth guidance to about 24% from 18% on significant outperformance in the Americas, despite some lagging in EMEA (Europe, the Middle East, and Africa) as the industry awaits approvals.
Linzey noted the acceleration in organic order growth on a year-over-year basis to 15% in Q2 2025 from 13% in the first quarter. While some weakness in EMEA could persist, the analyst thinks that sequential growth in the order pipeline and an improving regulatory environment suggest a better 2026. Linzey noted that margins have been under pressure due to tariffs, capacity investments, and some EMEA operational execution headwinds. That said, he expects margins to improve from here.
With 16 Buys versus one Hold recommendation, Vertiv Holdings stock scores a Strong Buy consensus rating on TipRanks. The average VRT stock price target of $156.73 indicates 21.5% upside potential from current levels. VRT stock has risen 13.5% year-to-date.
Super Micro Computer (NASDAQ:SMCI) Stock
Super Micro Computer has declined more than 24% since the AI server maker announced unimpressive results for the fourth quarter of Fiscal 2025. The company blamed the revenue miss in the June quarter on capital constraints that limited its ability to rapidly scale production and specification changes from a major new customer that delayed revenue recognition.
While SMCI bulls are looking beyond the near-term challenges and are confident about the demand for AI servers, other analysts are concerned about execution risks and shrinking margins due to competition from players like Dell Technologies (DELL).
Is SMCI Stock a Good Buy?
Reacting to the Q4 FY25 update, Barclays analyst Tim Long increased the price target for Super Micro Computer stock to $45 from $29 and reiterated a Hold rating. Long noted the Q4 revenue miss and stated that management doesn’t see capital constraints as an issue anymore. The analyst added that large customer orders are now slated for recognition in the September and December quarters. However, Long cautioned that bottlenecks in growth remain due to chip and resource availability as well as customers waiting for GB300s, with implied full-year revenue inflection more back-end loaded.
On the positive side, Long highlighted the recently introduced Data Center Building Block Solutions (DCBBS) offering, with management expecting to ramp customer take of this solution through FY26. Notably, DCBBS is expected to help SMCI not only grow its top line but also market share and profitability. Long also mentioned management’s commentary about DCBBS being attractive not only to cloud players but also to sovereigns and enterprise customers (two areas of focus for the company).
On TipRanks, Super Micro Computer stock has a Hold consensus rating based on eight Holds, five Buys, and two Sell recommendations. At $47.92, the average SMCI stock price target indicates 10.8% upside potential from current levels.
Conclusion
Wall Street is bullish on Vertiv Holdings stock, cautiously optimistic on BigBear.ai, and sidelined on Super Micro Computer. Currently, analysts see higher upside potential in VRT stock than in the other two AI stocks discussed here. Wall Street is upbeat about Vertiv’s prospects based on the demand for AI-enabled infrastructure amid rapid growth in data centers.