Super Micro Computer Inc vs Seagate Technology Holdings PLC — how do they compare? Super Micro Computer Inc trades at $38.92 (market cap $26.45B), while Seagate Technology Holdings PLC trades at $888.02 (market cap $205.65B). The key difference: Seagate Technology Holdings PLC is far larger — about 7.8× Super Micro Computer Inc's market cap, and Seagate Technology Holdings PLC pays a 0.33% dividend while Super Micro Computer Inc pays none. Which is the better fit depends on your goals.
| SMCI | STX | |
|---|---|---|
Market Cap | $26.45B | $205.65B |
Sector | Technology | Technology |
52-Week High | $58.68 | $1.09K |
52-Week Low | $20.53 | $193.04 |
Enterprise Value | $31.92B | $207.80B |
Dividend Yield | — | 0.33% |
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.
Seagate Technology (STX) trades at $904.38, up 6.49% today, with strong momentum driven by AI infrastructure demand. The stock shows bullish technical signals with support at $868 and resistance at $933. Recent earnings beats and robust 2026 revenue guidance of $12.2B highlight fundamental strength, though valuation ratios remain elevated with P/E at 65.06. Analyst consensus is bullish with a $1,130 price target, supported by institutional accumulation and positive media coverage of HAMR technology adoption.
Outlook: STX benefits from AI-driven storage demand and operational execution, but faces risks from high debt and competitive pressures. The stock's premium valuation requires sustained growth to justify upside. Near-term catalysts include Q3 earnings and product ramps, while macroeconomic volatility and execution missteps pose headwinds. Investor sentiment remains positive, but caution is warranted given rich multiples.
Trailing returns across standard periods
Latest headlines on both assets
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 →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →