Super Micro Computer Inc vs Teladoc Health Inc — how do they compare? Super Micro Computer Inc trades at $37.43 (market cap $20.44B), while Teladoc Health Inc trades at $6.67 (market cap $1.24B). The key difference: Super Micro Computer Inc is far larger — about 16.5× Teladoc Health Inc's market cap. Which is the better fit depends on your goals.
| SMCI | TDOC | |
|---|---|---|
Market Cap | $20.44B | $1.24B |
Sector | Technology | Health |
52-Week High | $58.68 | $9.72 |
52-Week Low | $20.53 | $4.47 |
Enterprise Value | $27.96B | $1.50B |
Signals from Pluang's Aura AI — not financial advice
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.
Teladoc Health (TDOC) trades at $6.62, down 6.5% on the day, reflecting investor concern after a Q2 2026 revenue miss and lowered full-year guidance. The stock is technically bearish with key support at $6, while fundamentals show revenue of $2.53B in 2025 but persistent net losses, with a negative net income margin of -7.13%. Recent news highlights multiple law firm investigations into the company following its guidance cut.
The outlook remains challenging due to weak BetterHelp performance and ongoing losses, though valuation ratios like P/S of 0.49 and EV/EBITDA of 6.96 suggest potential undervaluation. Risks include competitive pressures and legal scrutiny, but analyst consensus price target of $8.88 implies upside if execution improves.
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 →Teladoc Health is a virtual health provider with a telehealth platform delivering 24-hour, on-demand healthcare via mobile devices, the internet, video, and phone. It also offers remote patient monitoring programs for chronic care management. Its platform connects members with a network of physicians and behavioral health professionals. Most of the company's revenue is generated from access fees on a subscription basis (per member, per month). The balance comes from visit fees and equipment rental and sales to hospital systems. Since inception, Teladoc has primarily partnered with employers, health plans, and health systems to offer network access to their members.
Read more on TDOC →