Compare Super Micro Computer Inc (SMCI) vs SanDisk (SNDK) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Super Micro Computer Inc vs SanDisk — how do they compare? Super Micro Computer Inc trades at $38.52 (market cap $26.45B), while SanDisk trades at $1,750 (market cap $254.47B). The key difference: SanDisk is far larger — about 9.6× Super Micro Computer Inc's market cap. Which is the better fit depends on your goals.
| SMCI | SNDK | |
|---|---|---|
Market Cap | $26.45B | $254.47B |
Sector | Technology | Technology |
52-Week High | $58.68 | $2.34K |
52-Week Low | $20.53 | $73.92 |
Enterprise Value | $31.92B | $249.89B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Super Micro Computer (SMCI) trades at $40.26, up 1.69% on the day, with a bullish technical signal and strong earnings beats in recent quarters. The stock shows robust fundamentals with a P/E of 12.35 and ROE of 26.53%, supported by AI-driven revenue growth and a record backlog. Recent news highlights strong AI infrastructure demand and insider selling of $7.7 million in shares.
Outlook remains positive given AI server demand and improving margins, but risks include cash flow volatility and competitive pressures. Analysts are mixed with a $40.57 consensus target, suggesting limited near-term upside from current levels amid execution and market sentiment risks.
SNDK trades at $1,737.99, down 0.12% on the day, with a neutral technical signal. The stock has surged over 500% in 2026, driven by AI-driven memory demand, and is set to join the S&P 500. Recent quarters show strong EPS beats, with Q2 2026 actual EPS of $39.25 surpassing the $34.96 estimate. Fundamentals are mixed, with a net loss in 2025 but a projected profit margin of 56.46% for 2026, supported by high gross margins and robust ROE of 91.64%.
Outlook is bullish due to AI memory supercycle tailwinds and contracted revenue floors, but risks include volatility from insider selling and valuation concerns. Analysts are overwhelmingly positive, with 87.5% buy ratings and a consensus price target of $2,330, implying 34% upside. Investors should weigh high growth potential against execution risks in a cyclical sector.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Super Micro Computer Inc
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 →About SanDisk
Sandisk is a semiconductor memory company specializing in NAND flash technology. Its storage products support consumer devices, enterprise systems, and cloud and AI infrastructure.
Read more on SNDK →
