Lumen Technologies Inc vs Super Micro Computer Inc — how do they compare? Lumen Technologies Inc trades at $6.7 (market cap $6.96B), while Super Micro Computer Inc trades at $30.77 (market cap $16.50B). The key difference: Super Micro Computer Inc is far larger — about 2.4× Lumen Technologies Inc's market cap, and Lumen Technologies Inc is trading nearer its 52-week high, Super Micro Computer Inc nearer its low. Which is the better fit depends on your goals.
| LUMN | SMCI | |
|---|---|---|
Market Cap | $6.96B | $16.50B |
Sector | Media | Technology |
52-Week High | $11.83 | $60.71 |
52-Week Low | $3.70 | $20.53 |
Enterprise Value | $18.59B | $24.01B |
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Super Micro Computer (SMCI) trades at $23.83, down 1.41% on the day, with technical indicators showing bearish momentum despite recent positive earnings beats. The company reported strong Q1 2026 results with EPS of $0.84 beating expectations of $0.617, while preliminary Q4 guidance indicates significant margin expansion to 15-17% and over $60 billion in new orders. Valuation metrics remain attractive with P/E of 12.54 and P/S of 0.47, though cash flow trends show volatility with 2026 projections indicating operational challenges.
The outlook appears cautiously optimistic with analyst consensus price target of $36.71 representing 54% upside potential, though technical weakness and competitive pressures in AI hardware create near-term headwinds. Key risks include execution on massive order backlog, margin sustainability, and intense competition from Dell and HPE in the AI server market.
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Latest headlines on both assets
With 450,000 route miles of fiber, including over 35,000 route miles of subsea fiber connecting Europe, Asia, and Latin America, Lumen Technologies is one of the United States' largest telecommunications carriers serving global enterprises. Its merger with Level 3 further shifted the company's operations toward businesses (over 70% of revenue) and away from its legacy consumer business. Lumen offers businesses a full menu of communications services, providing colocation and data center services, data transportation, and end-user phone and internet service. On the consumer side, Lumen provides broadband and phone service across 37 states, where it has 4.5 million broadband customers.
Read more on LUMN →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 →