Super Micro Computer Inc vs Trade Desk Inc — how do they compare? Super Micro Computer Inc trades at $41.2 (market cap $28.10B), while Trade Desk Inc trades at $12.11 (market cap $5.83B). The key difference: Super Micro Computer Inc is far larger — about 4.8× Trade Desk Inc's market cap, and Super Micro Computer Inc is trading nearer its 52-week high, Trade Desk Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Super Micro Computer Inc for 19 Days and Trade Desk Inc for 72 Days on average.
| SMCI | TTD | |
|---|---|---|
Market Cap | $28.10B | $5.83B |
Volume | 38,581,805 | 15,864,392 |
Sector | Technology | Media |
52-Week High | $57.98 | $54.13 |
52-Week Low | $20.53 | $11.92 |
Typical Hold Time | 19 Days | 72 Days |
Enterprise Value | $33.56B | $4.78B |
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.
The Trade Desk (TTD) trades at $12.09, down 67% year-to-date amid slowing revenue growth and increased competition. The stock shows bearish technical signals with mixed earnings performance - beating Q4 2025 and Q2 2026 estimates but missing Q1 2026. Despite strong profitability metrics including 76.87% gross margins and 15.44% ROE, the company faces headwinds from Amazon and other tech giants entering the ad-tech space, with recent workforce reductions signaling operational challenges.
While TTD maintains leadership in programmatic advertising with healthy cash flow generation, near-term outlook remains cautious due to competitive pressures and slowing growth. The stock trades at attractive valuation multiples (P/E 0.15, P/S 0.02) but requires clear catalysts to reverse the downward trend. Investors should weigh the company's strong market position against execution risks in a rapidly evolving digital advertising landscape.
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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 →The Trade Desk Inc is engaged in providing a technology platform for ad buyers. Through its cloud-based platform ad buyers can create, manage, and optimize data-driven digital advertising campaigns across ad formats and channels, including display, video, audio, in-app, native and social, on a multitude of devices. Its products include Data Management Platform, Cross-Device Targeting, Video Advertising, Mobile Advertising, and others.
Read more on TTD →