Motorola Solutions Inc vs Super Micro Computer Inc — how do they compare? Motorola Solutions Inc trades at $470.61 (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 $468.70, up 1.45% on the day, reflecting strong momentum after Q2 2026 earnings beat estimates. The stock shows bullish technical signals with a golden cross pattern and is near its pivot point of $467. Fundamentally, revenue grew 13% year-over-year in Q2, with record backlog of $15.6 billion driving raised full-year guidance. Valuation ratios remain elevated with a P/E of 36.79, while profitability is robust with a net margin of 17.44% and ROE of 91.98%.
Outlook is positive given strong demand in public safety segments and upward earnings revisions, but risks include high valuation sensitivity and execution challenges. The consensus price target of $533.80 implies ~14% upside, supported by 71% analyst buy ratings. Investors should weigh growth prospects against premium multiples and monitor cash flow trends amid significant investing outflows.
Super Micro Computer (SMCI) stock trades at $37.55, up 19.4% on strong Q4 2026 earnings that beat estimates with EPS of $1.70 versus $0.923 expected. The company reported 93% revenue growth year-over-year and issued aggressive fiscal 2027 revenue guidance of $65–72 billion. Technical indicators show a bullish trend with moving averages supporting upside, while RSI levels suggest potential overbought conditions near-term.
The outlook remains positive driven by robust AI infrastructure demand, but risks include execution challenges in meeting high growth targets and competitive pressures. Analyst consensus is a Buy with a $40.40 price target, indicating 7.6% upside from current levels, though margin compression and supply chain delays pose headwinds.
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 →