Motorola Solutions Inc vs Super Micro Computer Inc — how do they compare? Motorola Solutions Inc trades at $469.68 (market cap $77.26B), while Super Micro Computer Inc trades at $37.32 (market cap $20.44B). The key difference: Motorola Solutions Inc is far larger — about 3.8× Super Micro Computer Inc's market cap, and Motorola Solutions Inc pays a 1.04% dividend while Super Micro Computer Inc pays none. Which is the better fit depends on your goals.
| MSI | SMCI | |
|---|---|---|
Market Cap | $77.26B | $20.44B |
Sector | Technology | Technology |
52-Week High | $490.30 | $58.68 |
52-Week Low | $363.83 | $20.53 |
Enterprise Value | $86.17B | $27.96B |
Dividend Yield | 1.04% | — |
Signals from Pluang's Aura AI — not financial advice
Motorola Solutions (MSI) trades at $466.53, up 0.98% today, with a bullish technical outlook and strong fundamentals. The stock has consistently beaten earnings estimates, with Q2 2026 EPS of $4.41 exceeding expectations, and the company raised its full-year guidance. Revenue growth is robust, supported by a record backlog of $15.6 billion, while profitability remains high with a net income margin of 17.44%.
The outlook is positive given strong demand in public safety and software services, though valuation multiples are elevated. Key risks include execution challenges and macroeconomic sensitivity. Analyst consensus is bullish with a $533.80 price target, implying significant upside from current levels.
Super Micro Computer (SMCI) surged 18.25% to $37.19 following strong Q4 2026 earnings, beating estimates with $1.70 EPS versus $0.92 expected. The stock shows bullish technical momentum with moving averages supporting upside, while fundamentals reveal robust revenue growth (93% YoY) and expanding margins. Analyst consensus targets $40.40 with 36% buy ratings, though valuation multiples remain reasonable with P/E at 16.63 and P/S at 0.62.
Outlook remains positive driven by AI infrastructure demand and aggressive FY2027 revenue guidance of $65-72B. Key risks include execution on massive backlog, supply chain constraints, and competitive pressures. The stock offers growth exposure but requires monitoring of cash flow trends after 2026 operating cash turned negative amid expansion investments.
Trailing returns across standard periods
Latest headlines on both assets
Motorola Solutions, Inc. is a data communications and telecommunications equipment provider. The Company develops data capture, wireless, infrastructure, bar code scanning, two-way radios, and wireless broadband networks. Motorola also produces public safety and government products, voice and data communications products and systems, and wireless LAN securities.
Read more on MSI →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 →