Expectations of an interest rate cut in September have increased following Federal Reserve Chair Jerome Powell’s widely anticipated annual speech in Jackson Hole, Wyoming. A lower interest rate backdrop bodes well for growth stocks. Using TipRanks’ Stock Comparison Tool, we placed CoreWeave (CRWV) and Super Micro Computer (SMCI) against each other to find the better growth stock, according to Wall Street analysts.
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CoreWeave (NASDAQ:CRWV) Stock
Artificial intelligence (AI)-powered cloud computing company CoreWeave reported a 207% jump in its Q2 revenue. However, CRWV stock fell after the results, as the company reported a larger-than-anticipated loss for Q2 due to higher interest expenses. Moreover, the initial public offering (IPO) lock-up period expiration, which allows early investors and insiders to sell the stock, further dragged down CRWV shares.
Despite the recent selloff, CoreWeave stock is still up about 128% from its IPO price of $40 due to the optimism about the demand for the AI cloud platform. Though concerns about higher costs and increased debt persist, CoreWeave bulls are focused on the long-term growth potential of the AI hyperscaler, backed by a strong backlog of $30.1 billion as of the end of Q2 2025 and new customer wins.
What Is the Price Target for CRWV Stock?
Recently, H.C. Wainwright analyst Kevin Dede upgraded his rating for CoreWeave stock to Buy from Hold but lowered the price target to $180 from $212, stating “we like the CoreWeave story as a leader in perhaps one of the most influential technology adoption cycles of our time.”
The 4-star analyst noted the selloff in CRWV stock following the IPO lock-up period expiration. Dede thinks that the pullback in CoreWeave stock, despite improvement in fundamentals, is perhaps because early investors have stayed long enough and are seeking liquidity on the lock-up expiration. While Dede didn’t adjust his estimates, he believes that CRWV stock’s valuation has declined deep enough to offer investors the chance to achieve healthy returns when this dominant player in the neocloud space rebounds to previous levels.
Turning to Wall Street, CoreWeave stock scores a Moderate Buy consensus rating based on eight Buys, 13 Holds, and two Sell recommendations. The average CRWV stock price target of $120.73 indicates 32.1% upside potential from current levels.
Super Micro Computer (NASDAQ:SMCI) Stock
Super Micro Computer stock has declined about 19% over the past month, mainly due to the AI server company’s dismal results for the fourth quarter of Fiscal 2025 and unimpressive quarterly earnings guidance. SMCI blamed the revenue miss in the June quarter on capital constraints that limited its ability to rapidly boost production and specification changes from a major new customer that delayed revenue recognition.
Nevertheless, SMCI bulls are looking beyond the near-term headwinds and are optimistic about continued demand for AI servers. The company recently announced the expansion of its Nvidia (NVDA) Blackwell system portfolio, with new direct liquid-cooled (DLC) and air-cooled configurations designed for AI data center deployments. However, many analysts are concerned about execution risks and margin pressures amid competition from larger players like Dell Technologies (DELL).
Is SMCI Stock a Good Buy?
Following the Q4 results, Barclays analyst Tim Long raised the price target for Super Micro Computer stock to $45 from $29 but maintained a Hold rating. The 5-star analyst highlighted that SMCI management acknowledged that capital constraints are no longer an issue, and large customer orders are now scheduled for recognition in the September and December quarters.
Additionally, Long expects SMCI’s Data Center Building Block Solutions (DCBBS) offering to drive top-line growth and profitability as well as market share, as he believes that it is attractive not only to cloud players but also to sovereigns and enterprise customers.
However, Long remains sidelined on SMCI stock due to certain bottlenecks to revenue growth, including chip and resource availability, as well as customers waiting for Nvidia’s GB300s. He also noted near-term pressures like uncertainty around AI server builds and production ramp challenges.
Currently, Wall Street has a Hold consensus rating on Super Micro Computer stock based on five Buys, eight Holds, and three Sell recommendations. The average SMCI stock price target of $45.57 indicates about 2.8% upside potential.
Conclusion
Wall Street is optimistic about CoreWeave stock, but is sidelined on Super Micro Computer. Analysts see higher upside potential in CRWV stock than in SMCI stock. Wall Street expects the AI boom to drive continued growth in CoreWeave’s cloud infrastructure business.