Super Micro Computer Inc vs Tapestry, Inc. — how do they compare? Super Micro Computer Inc trades at $41.16 (market cap $28.10B), while Tapestry, Inc. trades at $116.4 (market cap $23.09B). The key difference: Super Micro Computer Inc is the larger of the two by market cap, and Tapestry, Inc. pays a 1.6% dividend while Super Micro Computer Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Super Micro Computer Inc for 19 Days and Tapestry, Inc. for 70 Days on average.
| SMCI | TPR | |
|---|---|---|
Market Cap | $28.10B | $23.09B |
Volume | 38,581,805 | 2,745,259 |
Sector | Technology | Consumer Cyclical |
52-Week High | $57.98 | $164.78 |
52-Week Low | $20.53 | $98.81 |
Typical Hold Time | 19 Days | 70 Days |
Enterprise Value | $33.56B | $25.89B |
Dividend Yield | — | 1.6% |
Signals from Pluang's Aura AI — not financial advice
Super Micro Computer (SMCI) trades at $41.55, down 7.56% on the day, with strong technical support at $40-$42 levels. The company demonstrates robust fundamentals with revenue growth from $22B in 2025 to $39.1B projected for 2026, while maintaining healthy profitability margins. Recent AI server demand and NVIDIA Vera Rubin shipments highlight ongoing business momentum despite current price pressure.
SMCI presents a compelling value opportunity with a forward P/E of 13.12 and P/S of 0.76, trading near analyst consensus target of $42.33. Key risks include investigation concerns and AI market volatility, but strong earnings beats and institutional buy ratings (36% consensus) support upside potential from current levels.
TPR trades at $113.39, down 2.86% today, with a bearish technical signal from moving averages. The company shows strong profitability with 77.82% gross margins and 19.09% net income margin, though 2025 net income declined significantly to $183M from $816M in 2024. Recent earnings beats and a 73% analyst buy rating support optimism, while technical indicators show resistance near $114-116. The stock trades at a P/E of 15.93, below the consensus price target of $174.64.
Outlook remains positive based on analyst consensus and earnings momentum, but risks include Kate Spade execution challenges, tariff pressures, and volatile cash flows. The current price offers potential upside to targets, though technical weakness near-term requires monitoring support at $111-113. Revenue growth to $8B in 2026 with margin expansion could drive valuation if execution improves.
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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 →Coach, Kate Spade, and Stuart Weitzman are the fashion and accessory brands that comprise Tapestry. The firm's products are sold through about 1,400 company-operated stores, wholesale channels, and e-commerce in North America (67% of fiscal 2022 sales), Europe, Asia (28% of fiscal 2022 sales), and elsewhere. Coach (74% of fiscal 2022 sales) is best known for affordable luxury leather products. Kate Spade (22% of fiscal 2022 sales) is known for colorful patterns and graphics. Women's handbags and accessories produced 69% of Tapestry's sales in fiscal 2022. Stuart Weitzman, Tapestry's smallest brand, generates nearly all its revenue from women's footwear.
Read more on TPR →