Updated 2026-10-09
Undervalued AI Infrastructure Stocks: Fair Value vs Price
17 ai infrastructure stocks ranked by upside to SageNoodle's fair value estimate; 0 rated undervalued as of 2026-10-09. Price refreshed through the trading day.
| Company | Price | Fair value | Upside | Verdict |
|---|---|---|---|---|
| International Business Machines (IBM) | USD 227.18 | USD 254.00 | +11.8% | Fairly Valued |
| Oracle (ORCL) | USD 142.03 | USD 154.00 | +8.4% | Fairly Valued |
| Super Micro Computer (SMCI) | USD 41.32 | USD 42.25 | +2.3% | Fairly Valued |
| Qualcomm INC/DE (QCOM) | USD 173.54 | USD 175.00 | +0.8% | Fairly Valued |
| Broadcom (AVGO) | USD 362.70 | USD 363.00 | +0.1% | Fairly Valued |
| Taiwan Semiconductor Manufacturing CO (TSM) | USD 451.42 | USD 450.00 | -0.3% | Fairly Valued |
| Amazon COM (AMZN) | USD 260.76 | USD 253.00 | -3.0% | Fairly Valued |
| Nvidia (NVDA) | USD 229.55 | USD 221.50 | -3.5% | Fairly Valued |
| Microsoft (MSFT) | USD 534.56 | USD 494.00 | -7.6% | Fairly Valued |
| Sandisk (SNDK) | USD 1601.00 | USD 1465.40 | -8.5% | Fairly Valued |
| CoreWeave (CRWV) | USD 82.03 | USD 74.73 | -8.9% | Fairly Valued |
| Micron Technology (MU) | USD 1030.92 | USD 900.00 | -12.7% | Overvalued |
| Asml Holding NV (ASML) | USD 1781.82 | USD 1235.50 | -30.7% | Overvalued |
| Space Exploration Technologies (SPCX) | USD 161.19 | USD 108.50 | -32.7% | Overvalued |
| Palantir Technologies (PLTR) | USD 206.12 | USD 105.20 | -49.0% | Overvalued |
| Advanced Micro Devices (AMD) | USD 610.14 | USD 220.00 | -63.9% | Overvalued |
| Nebius Group (NBIS) | USD 220.80 | USD 18.55 | -91.6% | Overvalued |
Methodology
Fair values come from each company's latest SageNoodle research report (probability-weighted bull, base and bear scenarios); prices refresh through the trading day. Companies whose price and valuation currencies differ are excluded. A fair value is a model output, not investment advice.