Super Micro Computer has soared more than 182% since the start of the year, but the chipmaker has even more upside potential ahead thanks to artificial intelligence tailwinds, according to Rosenblatt.
Another key factor in Super Micro's growth story is its liquid cooling solutions for data centers, Mosesmann added.
Traditional chipmakers have been less adept in this segment, which opens the door for Super Micro to achieve "heightened hyper-scale engagement," according to the analyst.
"The anticipation of increased research coverage should further illuminate Supermicro's business model and the opportunities in its [total addressable market]."
Shares of Super Micro were up nearly 3% Tuesday during premarket trading.
Persons:
Rosenblatt, Hans Mosesmann, Mosesmann, Wells, — CNBC's Michael Bloom
Organizations:
Micro
Locations:
Friday's