They add that this positioning has been reinforced by the growing significance of generative AI technologies. The analysts also emphasize Supermicro's expertise in "Green" computing and its unique architecture, including the "building block architecture (BBA)," "plug-and-play," and "Twin architecture," which are vital to optimizing performance in AI-driven environments. "We view the company's ability to deliver liquid cooling at scale as a competitive advantage," Rosenblatt analysts added, as Supermicro's liquid cooling technology can boost rack compute power by over 2x—an advantage in the power-constrained data center landscape. Rosenblatt's $60 price target is based on a 14x NTM Non-GAAP EPS multiple, underscoring the analysts' positive outlook for Supermicro's continued growth. The firm believes Supermicro's long history and scale in AI make it a "formidable business model" in the current landscape.