SMCI, META, or MU: Which Tech Stock Is the Best Pick?

Technology stocks have been quite volatile due to the uncertainty around tariffs and fears of an economic slowdown. While the impact of macro pressures can’t be ignored, several tech companies continue to deliver resilient performance, driven by strong demand and solid execution. Using TipRanks’ Stock Comparison Tool, we placed Super Micro Computer (SMCI), Meta Platforms (META), and Micron (MU) against each other to pick the best tech stock, according to Wall Street analysts.

Super Micro Computer, Inc. (NASDAQ:SMCI)

Last year was a roller coaster ride for Super Micro Computer, or Supermicro, investors as the AI server maker faced accounting manipulation allegations by short seller Hindenburg Research, the resignation of its auditor, and the risk of delisting due to a delay in filing its financial statements. However, the company has now moved beyond these issues, with SMCI stock up about 44% year-to-date.

Interestingly, SMCI stock jumped about 16% on May 14, after the announcement of a multi-year $20 billion partnership with DataVolt, a leading Saudi Arabian data center company, for the fast-track delivery of ultra-dense GPU platforms and rack systems for DataVolt’s hyperscale AI campuses in Saudi Arabia and the U.S.

While SMCI bulls are optimistic about the company’s growth potential, backed by AI tailwinds, bears are concerned about the uncertainty associated with AI spending amid macro pressures and increasing competition. Moreover, some analysts have also pointed out Super Micro’s disappointing results and guidance.  

Is SMCI Stock a Good Buy?

On Wednesday, Citi analyst Asiya Merchant reiterated a Hold rating on SMCI stock with a price target of $37. The 5-star analyst believes that the DataVolt deal news is a positive read-through for underlying demand momentum for Supermicro and AI infrastructure hardware players that target the tier 2, neo cloud, GPU as a service cloud providers, and sovereign entities.

Merchant added that currently, there are limited details on the annualized revenue impact as it is a multi-year agreement. The analyst reaffirmed a Hold/High Risk view on SMCI stock, citing intense competition. Merchant thinks that the next potential catalysts for the stock are the Computex event and the company’s upcoming announcements on its next-generation liquid cooling (DLC 2) offering.

With six Buys, five Holds, and one Sell recommendation, Wall Street has a Moderate Buy consensus rating on Super Micro Computer stock. The average SMCI stock price target of $40.17 implies about 9% downside risk.

See more SMCI analyst ratings

Meta Platforms (NASDAQ:META)

Meta Platforms stock has risen about 10% year-to-date. Despite a challenging macro backdrop, the social media giant delivered market-beating results for the first quarter of 2025 and issued an encouraging outlook. That said, the company stated that it has begun to see some reduced ad spend from Asia e-commerce exporters.

Nevertheless, Meta Platforms is confident about its growth potential, with CEO Mark Zuckerberg assuring that the company is well-positioned to navigate the ongoing macroeconomic uncertainty. The company is enhancing its apps through AI features to increase engagement and boost its revenues. Meta disclosed that the Meta AI digital assistant now has nearly 1 billion monthly users.

Is META Stock a Buy, Sell, or Hold?

In reaction to the Q1 results, Guggenheim analyst Michael Morris increased the price target for Meta Platforms stock to $725 from $675 and reiterated a Buy rating. The 5-star analyst noted that the company’s discussion and outlook were focused on the continued pursuit of AI growth opportunities, engagement, and advertising. He added that the “overarching message” is that demand across META’s portfolio remains robust, as reflected in 6% user growth, 5% impression growth, and 10% ad pricing increase.

Additionally, Morris highlighted that META’s engagement growth is fueled by AI developments, primarily through enhanced content recommendations. Morris continues to view Meta Platforms as the best-positioned digital ad player, particularly with more supply coming online later this year.

Wall Street has a Strong Buy consensus rating on Meta Platforms stock based on 41 Buys, three Holds, and one Sell recommendation. The average META stock price target of $691.52 implies about 7.4% upside potential.

See more META analyst ratings

Micron Technology (NASDAQ:MU)

Micron stock has risen 13.4% year-to-date. The maker of memory and storage chips is expected to gain from AI-induced demand for its offerings. In particular, the company is seeing robust demand for its high-bandwidth memory (HBM) chips. Notably, HBM revenue increased more than 50% sequentially to hit a new milestone of over $1 billion in Q2 FY25. The company is boosting its HBM capacity in its existing manufacturing facilities to meet requirements through 2026.

Moreover, Micron’s data center revenue tripled year-over-year in Q2 FY25 and helped deliver market-beating earnings. While the company earlier expressed confidence in generating “record” quarterly revenue in Q3 FY25, backed by DRAM and NAND demand growth in both data center and consumer-oriented markets, tariffs could weigh on its performance.

In April, there were reports that the company informed U.S. customers about tariffs applied to some products like memory modules and solid-state drives (SSDs).

Is MU a Good Stock to Buy?

Following the J.P. Morgan Global Technology, Media and Communications Conference held on May 14, J.P. Morgan analyst Harlan Sur reiterated a Buy rating on Micron stock. The 5-star analyst said that the company’s “overall ramp execution are in-line with expectations.” He added that May quarter demand trends are progressing well in both DRAM and NAND.

Further, Sur stated that the data center business remains strong, with potential upside demand in consumer applications. While Micron acknowledged that there could be potential tariff-related pull-ins, the company is not seeing any indication of sub-seasonal trends in the second half of the year. Plus, AI/accelerated compute demand remains solid, driving strong HBM and datacenter SSD demand.

With 21 Buys and three Holds, Micron stock scores a Strong Buy consensus rating on TipRanks. The average MU stock price target of $124.50 indicates 30.4% upside potential.

See more MU analyst ratings

Conclusion

Wall Street is highly bullish on Meta Platforms and Micron stocks but cautiously optimistic on Super Micro Computer. Currently, analysts see higher upside potential in MU stock than in the other two tech stocks. Micron’s data center revenue is expected to grow rapidly, driven by solid growth of its DRAM and NAND products amid the ongoing AI boom.