NetApp Inc. vs Super Micro Computer Inc — how do they compare? NetApp Inc. trades at $233.54 (market cap $45.38B), while Super Micro Computer Inc trades at $41.5 (market cap $28.10B). The key difference: NetApp Inc. is the larger of the two by market cap, and NetApp Inc. pays a 0.9% dividend while Super Micro Computer Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold NetApp Inc. for 57 Days and Super Micro Computer Inc for 19 Days on average.
| NTAP | SMCI | |
|---|---|---|
Market Cap | $45.38B | $28.10B |
Volume | 2,264,311 | 38,581,805 |
Sector | Technology | Technology |
52-Week High | $235.84 | $57.98 |
52-Week Low | $94.11 | $20.53 |
Typical Hold Time | 57 Days | 19 Days |
Enterprise Value | $44.34B | $33.56B |
Dividend Yield | 0.9% | — |
Signals from Pluang's Aura AI — not financial advice
NetApp (NTAP) trades at $235.84, up 3.23% today and approaching its 52-week high. The stock shows strong technical momentum with bullish moving averages and recent earnings beats. Fundamentally, the company maintains robust profitability with 70.63% gross margins and 19.19% net income margin. Recent AI infrastructure partnerships with Oracle, SAP, and Supermicro position NTAP for growth in the expanding AI data storage market.
Outlook remains positive with AI-driven demand creating new revenue opportunities, though valuation multiples appear elevated. Key risks include competitive pressures in cloud storage and potential market volatility. Analyst consensus leans neutral with 50.7% hold ratings, suggesting cautious optimism amid strong technical performance.
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
NetApp is a leading provider of enterprise data management and storage solutions. The company's three operating business units are products, software maintenance, and hardware maintenance. NetApp transitioned from a data center storage firm to a company with software data management solutions for multicloud environments. The California-headquartered company sells globally and has approximately 10,000 employees.
Read more on NTAP →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 →