Super Micro Computer (NASDAQ: SMCI) continued its upward momentum on Wednesday, building on a strong rally that saw it soar over 10% in the previous session. The artificial intelligence (AI) server manufacturer remains one of the best-performing stocks in 2025, trailing only CVS Health (NYSE: CVS) in year-to-date gains among S&P 500 constituents.
Super Micro Defies AI Trade Slowdown
Despite broader concerns about the AI trade cooling off, Super Micro has defied the trend with a 34% gain through Tuesday. Meanwhile, major AI players such as Nvidia (NASDAQ: NVDA) and Palantir Technologies (NYSE: PLTR) have struggled in 2025—Nvidia is down 19%, while Palantir has risen just 3% but remains 34% lower over the past month.
Super Micro continued its rally on Wednesday, climbing 6.4% to $43.46 in early trading. Nvidia and Palantir also saw gains of 6.2% and 6.6%, respectively, signaling a stronger day for AI stocks overall.
Market Uncertainty and Super Micro’s Resilience
Super Micro’s stock has faced volatility despite its outperformance. After reaching a 2025 high of $60.25 on February 19, the stock plunged 32% due to uncertainty surrounding its delayed financial filings. Concerns over a potential Nasdaq delisting ahead of the February 25 deadline weighed on shares. However, the company met the deadline, triggering a temporary rebound before getting caught in a broader market selloff driven by macroeconomic uncertainty and tech sector weakness.
Strong Valuation Compared to AI Peers
Despite the recent downturn, Super Micro’s valuation remains attractive compared to other AI-exposed stocks. Trading at 11 times projected 2026 earnings, the company stands in stark contrast to Palantir, which trades at 115 times projected earnings. This relative value could make Super Micro more resilient amid continued AI market fluctuations.
With Tuesday’s 10.7% surge, Wednesday’s continued gains, and its overall market leadership in 2025, Super Micro continues to stand out as one of the most resilient AI stocks, capable of navigating both market downturns and potential AI-driven rebounds.
