Nutanix Inc vs Super Micro Computer Inc — how do they compare? Nutanix Inc trades at $67 (market cap $18.10B), while Super Micro Computer Inc trades at $38.48 (market cap $25.58B). The key difference: Super Micro Computer Inc is the larger of the two by market cap, and Nutanix Inc is trading nearer its 52-week high, Super Micro Computer Inc nearer its low. Which is the better fit depends on your goals.
| NTNX | SMCI | |
|---|---|---|
Market Cap | $18.10B | $25.58B |
Sector | Technology | Technology |
52-Week High | $81.12 | $58.68 |
52-Week Low | $34.41 | $20.53 |
Enterprise Value | $17.25B | $31.04B |
Signals from Pluang's Aura AI — not financial advice
Nutanix (NTNX) trades at $67.49, down 0.84% on the day, with strong technical indicators showing a bullish trend. The company demonstrates robust fundamentals with consistent earnings beats, including Q2 2026 EPS of $0.60 beating expectations of $0.49. Recent recognition in Gartner's Magic Quadrant for container management and strong conference presentations highlight ongoing business momentum. Valuation metrics show a P/E of 12.95 and P/S of 6.85, with exceptional profitability margins including 86.8% gross margin and 52.81% net income margin.
The outlook remains positive with analyst consensus price target of $77.20 representing 14% upside potential. Key opportunities include continued hybrid cloud adoption and AI infrastructure demand, while risks involve competitive pressures and execution challenges in maintaining growth momentum. Cash flow trends show improvement with 2026 operating cash flow projected at $917 million, supporting the company's strategic investments.
Super Micro Computer (SMCI) trades at $40.26, up 1.69% with a bullish technical signal and strong AI-driven growth. The stock shows robust fundamentals with revenue reaching $21.97B in 2025 and net income of $1.05B, while consistently beating earnings estimates. Recent news highlights strong AI infrastructure demand and margin improvements, though some caution exists around sustainability.
SMCI presents a compelling growth story fueled by AI server demand, with attractive valuations (P/E 11.94, P/S 0.69) and analyst consensus price target of $40.57. Key risks include margin sustainability concerns and cash flow volatility, but the company's market position and earnings momentum support continued upside potential for investors.
Trailing returns across standard periods
Latest headlines on both assets
Nutanix, Inc. is a global leader in cloud software and hyperconverged infrastructure (HCI) solutions. The company's platform converges computing, virtualization, and storage into a single, seamless software-defined solution, enabling private, hybrid, and multi-cloud environments. Nutanix helps organizations simplify data center operations, manage their applications across various cloud platforms, and reduce IT complexity, positioning it as a key enabler of modern hybrid cloud strategies.
Read more on NTNX →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 →