There are growing hopes about an interest rate cut at the upcoming meeting of the rate-setting Federal Open Market Committee later this month. In fact, Federal Reserve Governor Christopher Waller stated that he expects additional rate cuts over the next three to six months. A low-interest-rate backdrop bodes well for growth stocks. Bearing that in mind, we used TipRanks’ Stock Comparison Tool to place Opendoor Technologies (OPEN), Super Micro Computer (SMCI), and SoundHound AI (SOUN) against each other to find the best growth stock, according to Wall Street analysts.
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Opendoor Technologies (NASDAQ:OPEN) Stock
Opendoor Technologies offers an online platform for buying and selling residential properties. OPEN stock has rallied 178% year-to-date, thanks to a spike in retail investors’ interest that triggered a meme rally, bullish views from EMJ Capital founder and CEO Eric Jackson, and the exit of Carrie Wheeler as the company’s CEO.
Moreover, the expectation of an interest rate cut in September fueled a further rise in OPEN stock, as a lower interest rate backdrop is favorable for the housing market. The company is now focused on its goal to integrate generative artificial intelligence (AI) into more aspects of its platform over the next year. However, there are concerns about the stock’s steep valuation, especially given the company’s weak fundamentals and high debt levels.
Is Opendoor Stock a Buy?
Recently, Keefe, Bruyette & Woods analyst Ryan Tomasello downgraded Opendoor Technologies stock to Sell from Hold with a price target of $1.00. Following the company’s Q2 results, the analyst lowered his 2025 and 2026 non-GAAP earnings per share (EPS) estimates to -$0.27 and -$0.22 from -$0.21 and -$0.14, respectively. He also lowered his adjusted EBITDA estimates for 2025 and 2026.
Tomasello noted that Opendoor’s second-half revenue guidance was about 40% below the consensus and reflected a strategy pivot to an agent-led distribution model. The analyst contended that while high retail interest may continue to support valuation, he downgraded OPEN stock as he expects widening losses in the second half of the year. Also, Tomasello expects uncertainty from the strategy pivot to weigh on the shares.
Currently, Wall Street has a Moderate Sell consensus rating on Opendoor Technologies stock based on five Sells, two Holds, and one Buy recommendation. The average OPEN stock price target of $1.02 indicates a downside risk of 77% from current levels.
Super Micro Computer (NASDAQ:SMCI) Stock
Just when sentiment for AI server maker Super Micro Computer started improving after multiple headwinds (like delayed financial filings and accusations of accounting irregularities) last year, the company yet again disappointed investors with its dismal results for the fourth quarter of Fiscal 2025. SMCI also lowered its Fiscal 2026 revenue outlook, raising concerns about a slowdown in growth.
Furthermore, SMCI stock fell more than 5% on August 29, as the company disclosed in its annual SEC filing the existence of material weaknesses in its internal control over financial reporting as of June 30, 2025. The company cautioned that, although it has initiated remediation efforts, it cannot guarantee that these measures will fully resolve the control issues.
While some analysts are discouraged by the ongoing challenges, SMCI bulls are optimistic about the demand backdrop for the company’s AI servers.
Is SMCI Stock a Buy Right Now?
In reaction to the Q4 report, Needham analyst Quinn Bolton raised the price target for Super Micro Computer stock to $60 from $39 and reiterated a Buy rating. The 5-star analyst noted that SMCI attributed the Q2 earnings miss to a lack of access to sufficient capital (resulting from the previous delay in 10-K filing), which impacted its ability to boost production.
Bolton also highlighted that specification changes from a new key customer further delayed the recognition of revenue. The analyst expects SMCI’s non-GAAP margins to be under pressure due to larger deals and tariff costs. That said, he expects margins to improve in the quarters ahead as SMCI ramps its Data Center Building Block Solutions (DCBBS) offering and targets new growth markets.
Many analysts don’t share Bolton’s optimism about SMCI stock. Wall Street has a Hold consensus rating on Super Micro Computer stock based on five Buys, seven Holds, and three Sell recommendations. The average SMCI stock price target of $45.31 indicates 9% upside potential. SMCI stock is up 36% year-to-date, thanks to AI tailwinds.
SoundHound AI (NASDAQ:SOUN) Stock
SoundHound offers AI-powered voice and conversational intelligence solutions to several end markets, including retail, automotive, healthcare, and restaurants. The company impressed investors with a 217% jump in its Q2 revenue and upgraded full-year top-line guidance.
While Q2 gross margin declined due to the impact of an unfavorable product mix following recent acquisitions, SoundHound expects improvement in the quarters ahead, driven by cost synergies. Moreover, management is evaluating low-margin contracts and intends to identify other areas to enhance efficiency.
Looking ahead, management is confident about its growth prospects, thanks to its Agentic AI Amelia 7 offering, expansion into international markets, and continued growth in the automotive and restaurant end markets. The company is also expanding its partnerships in healthcare, retail, and financial services.
Is SOUN Stock a Good Investment?
Following the Q2 results, analysts at Mizuho, Northland Securities, and Ladenburg Thalmann upgraded SoundHound stock.
Specifically, Northland analyst Michael Latimore upgraded to Buy from Hold and increased the price target to $14.50 from $8. The top analyst stated that he turned bullish on SoundHound as the company returned to pro forma organic growth in Q2 2025. Latimore added that SOUN seems to have a solid pipeline for the second half of the year.
“Migrations of 15 large Amelia customers to their agentic AI offering is encouraging, in addition to other blue chip wins in the quarter,” said Latimore.
With five Buys and two Holds, SoundHound stock scores a Moderate Buy consensus rating on TipRanks. The average SOUN stock price target of $15 indicates 15.2% upside potential from current levels. While SOUN stock has risen 22% over the past month, it is still down 34% year-to-date amid concerns about an AI bubble.
Conclusion
Wall Street is sidelined on Super Micro Computer stock, moderately bearish on Opendoor, and cautiously optimistic on SoundHound stock. Analysts see higher upside potential in SoundHound stock than in the other two growth stocks. Wall Street sees the pullback in SOUN stock as a good buying opportunity, given the solid demand for the company’s AI-powered voice technology and expanding partnerships across several end markets.