Dell Technologies Inc vs Super Micro Computer Inc — how do they compare? Dell Technologies Inc trades at $580.31 (market cap $365.31B), while Super Micro Computer Inc trades at $41.27 (market cap $28.10B). The key difference: Dell Technologies Inc is far larger — about 13× Super Micro Computer Inc's market cap, and Dell Technologies Inc pays a 0.44% dividend while Super Micro Computer Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Dell Technologies Inc for 57 Days and Super Micro Computer Inc for 19 Days on average.
| DELL | SMCI | |
|---|---|---|
Market Cap | $365.31B | $28.10B |
Volume | 5,121,365 | 38,581,805 |
Sector | Technology | Technology |
52-Week High | $588.67 | $57.98 |
52-Week Low | $111.10 | $20.53 |
Typical Hold Time | 57 Days | 19 Days |
Enterprise Value | $388.20B | $33.56B |
Dividend Yield | 0.44% | — |
Signals from Pluang's Aura AI — not financial advice
Dell Technologies (DELL) trades at $575.33, down 0.63% on the day, but maintains a bullish technical trend with strong support near $566. The stock is buoyed by robust AI server demand, with Q2 2026 EPS beating estimates by 43% and fiscal 2027 revenue guidance raised to approximately $192 billion. Recent news highlights a 20% dividend increase and a $74 billion AI server backlog, fueling investor optimism.
Outlook remains positive given explosive AI-driven growth, but risks include execution on massive orders and competitive pressures. Analysts are largely bullish with a $566.35 consensus target, though the current price slightly exceeds it. Shareholders should monitor margin sustainability and debt levels amid rapid expansion.
Super Micro Computer (SMCI) trades at $41.55, down 7.56% on the day, with strong technical support at $40-$42 levels. The company demonstrates robust fundamentals with revenue growth from $22B in 2025 to $39.1B projected for 2026, while maintaining healthy profitability margins. Recent AI server demand and NVIDIA Vera Rubin shipments highlight ongoing business momentum despite current price pressure.
SMCI presents a compelling value opportunity with a forward P/E of 13.12 and P/S of 0.76, trading near analyst consensus target of $42.33. Key risks include investigation concerns and AI market volatility, but strong earnings beats and institutional buy ratings (36% consensus) support upside potential from current levels.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
VMware is an industry titan in virtualizing IT infrastructure and became a stand-alone entity after spinning off from Dell Technologies in November 2021. The software provider operates in the three segments: licenses
Read more on DELL →Super Micro Computer, Inc., commonly known as Supermicro, is a leading provider of high-performance and high-efficiency server technology and innovation. The company specializes in designing, manufacturing, and selling advanced server, storage, and networking solutions, primarily for data centers, cloud computing, artificial intelligence, and 5G/Edge computing markets. SMCI's modular architecture allows for the rapid delivery of customized and purpose-built solutions, making it a key player in the enterprise computing and specialized AI infrastructure space.
Read more on SMCI →