Super Micro Computer Inc vs Atlassian Corporation PLC — how do they compare? Super Micro Computer Inc trades at $37.87 (market cap $20.44B), while Atlassian Corporation PLC trades at $154.09 (market cap $39.10B). The key difference: Atlassian Corporation PLC is the larger of the two by market cap, and Atlassian Corporation PLC is trading nearer its 52-week high, Super Micro Computer Inc nearer its low. Which is the better fit depends on your goals.
| SMCI | TEAM | |
|---|---|---|
Market Cap | $20.44B | $39.10B |
Sector | Technology | Technology |
52-Week High | $58.68 | $182.36 |
52-Week Low | $20.53 | $57.15 |
Enterprise Value | $27.96B | $39.09B |
Signals from Pluang's Aura AI — not financial advice
Super Micro Computer (SMCI) surged 18.25% to $37.19 following strong Q4 2026 earnings, beating estimates with $1.70 EPS versus $0.92 expected. The stock shows bullish technical momentum with moving averages supporting upside, while fundamentals reveal robust revenue growth (93% YoY) and expanding margins. Analyst consensus targets $40.40 with 36% buy ratings, though valuation multiples remain reasonable with P/E at 16.63 and P/S at 0.62.
Outlook remains positive driven by AI infrastructure demand and aggressive FY2027 revenue guidance of $65-72B. Key risks include execution on massive backlog, supply chain constraints, and competitive pressures. The stock offers growth exposure but requires monitoring of cash flow trends after 2026 operating cash turned negative amid expansion investments.
Atlassian (TEAM) trades at $152.49, up 0.41% on the day, with a bullish technical signal from moving averages despite overbought RSI readings. The company reported strong Q4 2026 earnings, beating estimates with 28% revenue growth and achieving its first full year of GAAP profitability. Analyst sentiment is overwhelmingly positive, with 67% buy ratings and a consensus price target of $161.93.
The outlook is favorable given accelerating cloud revenue and AI platform adoption, though risks include high valuation multiples and potential growth deceleration. Net losses have narrowed significantly, but the stock's EV/EBITDA of 184.26 suggests premium pricing. Continued execution on enterprise deals and margin expansion are key for sustaining momentum.
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 →Atlassian produces software that helps teams work together more efficiently and effectively. The company provides project planning and management software, collaboration tools, and IT help desk solutions. The company operates in four segments: subscriptions (term licenses and cloud agreements), maintenance (annual maintenance contracts that provide support and periodic updates and are generally attached to perpetual license sales), perpetual license (upfront sale for indefinite usage of the software), and other (training, strategic consulting, and revenue from the Atlassian Marketplace app store). Atlassian was founded in 2002 and is headquartered in Sydney.
Read more on TEAM →