Several growth stocks have experienced a strong rally this year, despite macroeconomic challenges and tariff troubles. Notably, growth stocks in the artificial intelligence (AI) space are in focus, given the massive growth opportunities involved. Using TipRanks’ Stock Comparison Tool, we placed CoreWeave (CRWV), Super Micro Computer (SMCI), and Nvidia (NVDA) against each other to find the best growth stock, according to Wall Street analysts.
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
- Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week.
CoreWeave (NASDAQ:CRWV) Stock
CoreWeave stock has rallied about 258% to $143.04 from its initial public offering (IPO) of $40, driven by the demand for products offered by the AI infrastructure company. A 420% surge in Q1 revenue and a deal with ChatGPT-maker OpenAI helped fuel investor sentiment. CoreWeave recently announced that it will invest over $6 billion in a new AI data center in Pennsylvania.
Earlier this month, CoreWeave announced the acquisition of Core Scientific (CORZ), a data center infrastructure provider, in an all-stock deal valued at about $9 billion. The deal gives CoreWeave access to power and real estate. According to the company, this acquisition will eliminate $10 billion in future lease obligations and significantly enhance its operating efficiency.
Is CRWV Stock a Good Buy?
Recently, Needham analyst Mike Cikos downgraded CoreWeave stock from Buy to Hold. The 5-star analyst views the Core Scientific acquisition as a strategic fit for CoreWeave, which he believes would unlock an estimated 150-200 MW of additional IT capacity for high-performance computing (HPC)/AI workloads. Cikos noted that the acquired sites would likely come at a higher capital expenditure than the existing retrofits.
Additionally, Cikos stated that the deal enables CoreWeave to own high-quality underlying infrastructure, including sites that can support inference workloads, and lowers its cost of capital by utilizing data center-backed ABS (asset-backed securities) financing for capex. Further, it saves $500 million in operating expenses annually. Despite these positives, Cikos downgraded CRWV stock as he believes that it is fully valued at 41x Needham’s 2026 earnings before interest and taxes (EBIT) estimate.
Overall, Wall Street has a Hold consensus rating on CoreWeave stock based on 15 Holds, four Buys, and one Sell recommendation. The average CRWV stock price target of $99.39 indicates a downside risk of 30.5% from current levels.
Super Micro Computer (NASDAQ:SMCI) Stock
Server and storage solutions provider Super Micro Computer has moved past the troubles it faced last year, including delayed financial filings, and is focused on capturing the robust opportunities offered by the ongoing AI boom. SMCI stock has rallied more than 75% year-to-date.
The announcements of some significant deals have also helped in driving SMCI stock higher. For instance, in May, Super Micro announced a partnership with DataVolt to build hyperscale AI campuses, initially in Saudi Arabia. The company disclosed that the estimated minimum market value of the products contemplated in the transaction is $20 billion. Overall, management is confident about the road ahead, thanks to the robust demand for SMCI’s liquid cooling solutions, which enable data centers to run more efficiently.
What Is the Stock Price Forecast for SMCI Stock?
On July 14, Citi analyst Asiya Merchant increased the price target for Super Micro Computer stock to $52 from $37 while reiterating a Hold rating. The 5-star analyst noted continued broader industry demand, though lumpy, supported by a significant GB200/300 ramp and a massive sovereign/enterprise AI market. Merchant added that management sounds constructive about the materialization of current commitments over the next two quarters as Blackwell GPU supply constraints ease. While the analyst expects growth, she remains concerned about margins due to competition from Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE). Merchant explained that she raised SMCI stock’s price target to reflect an expansion in multiples for AI peers and the broader market.
Super Micro is expected to report its results for the fourth quarter of Fiscal 2025 in August. Merchant expects the company to report revenue of $6.07 billion, up 13.4% year over year, and EPS of $0.45, roughly in line with the Street’s consensus estimate.
Wall Street has a Moderate Buy consensus rating on Super Micro Computer stock based on six Buys, six Holds, and two Sell recommendations. The average SMCI stock price target of $42.67 indicates a downside risk of about 20% from current levels.
Nvidia (NASDAQ:NVDA) Stock
Shares of semiconductor giant Nvidia have risen more than 18% in the past month, bringing the year-to-date rise to 27.6%. In fact, Nvidia became the first company in the world to achieve a market capitalization of $4 trillion. Nvidia continues to see solid demand for its graphics processing units (GPUs), which are required to build and train AI models. The ramp-up of the company’s Blackwell chips is expected to drive its topline higher.
While critics have raised concerns about the impact of a potential slowdown in AI spending and rising competition, Nvidia has proved itself quarter after quarter by delivering strong growth in its business through solid execution. Looking ahead, sovereign AI presents a massive growth opportunity for Nvidia.
Is NVDA Stock a Buy, Hold, or Sell?
This week, Needham analyst Quinn Bolton raised the price target for Nvidia stock to $200 from $160 and reiterated a Buy rating. Nvidia recently announced that the U.S. government has approved the filing of export licenses for H20 products shipped to China. The company expects to commence shipments “very soon.” While Nvidia did not comment on how much H20 revenue it expects to generate in the quarters ahead, Bolton said that he conservatively expects $3 billion of H20 shipments per quarter over the next several quarters.
Additionally, the analyst stated that Nvidia may be developing Blackwell GPU variants for the China market (B30/B40/RTX 6000D) that are expected to commence shipments in the August/September time frame.
With 34 Buys, three Holds, and one Sell recommendation, Nvidia stock has a Strong Buy consensus rating on TipRanks. The average NVDA stock price target of $182.06 indicates a 6.2% upside potential from current levels.
Conclusion
Wall Street is highly bullish on Nvidia stock, cautiously optimistic on Super Micro Computer, and sidelined on CoreWeave stock. Analysts currently see upside potential in Nvidia and downside risk in the other two growth stocks. Wall Street’s bullish stance on Nvidia is backed by the chip giant’s strong fundamentals, dominant position in the GPU market, AI-led tailwinds, and solid execution.