Super Micro Computer Inc vs Texas Instruments Incorporated — how do they compare? Super Micro Computer Inc trades at $38.51 (market cap $25.58B), while Texas Instruments Incorporated trades at $259.11 (market cap $238.90B). The key difference: Texas Instruments Incorporated is far larger — about 9.3× Super Micro Computer Inc's market cap, and Texas Instruments Incorporated pays a 2.17% dividend while Super Micro Computer Inc pays none. Which is the better fit depends on your goals.
| SMCI | TXN | |
|---|---|---|
Market Cap | $25.58B | $238.90B |
Sector | Technology | Technology |
52-Week High | $58.68 | $332.35 |
52-Week Low | $20.53 | $153.33 |
Enterprise Value | $31.04B | $245.95B |
Dividend Yield | — | 2.17% |
Signals from Pluang's Aura AI — not financial advice
Super Micro Computer (SMCI) trades at $40.26, up 1.69% with a bullish technical signal and strong AI-driven growth. The stock shows robust fundamentals with revenue reaching $21.97B in 2025 and net income of $1.05B, while consistently beating earnings estimates. Recent news highlights strong AI infrastructure demand and margin improvements, though some caution exists around sustainability.
SMCI presents a compelling growth story fueled by AI server demand, with attractive valuations (P/E 11.94, P/S 0.69) and analyst consensus price target of $40.57. Key risks include margin sustainability concerns and cash flow volatility, but the company's market position and earnings momentum support continued upside potential for investors.
Texas Instruments (TXN) trades at $261.59, up 1.22% with a bearish technical signal. The company reported mixed Q4 2025 earnings but beat expectations in Q1 and Q2 2026. Revenue growth is recovering from 2024 lows, with 2025 revenue at $17.68B and net income of $5.00B. Analyst consensus is bullish with a $329.74 price target, though technical indicators show resistance near $262.
The outlook remains positive with strong profitability margins and AI-driven demand, but risks include rising debt levels and competitive pressures. The stock offers potential upside from current levels if earnings momentum continues, supported by institutional buy ratings and strategic positioning in analog chips.
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 →Dallas-based Texas Instruments generates over 95% of its revenue from semiconductors and the remainder from its well-known calculators. Texas Instruments is the world's largest maker of analog chips, which are used to process real-world signals such as sound and power. Texas Instruments also has a leading market share position in processors and microcontrollers used in a wide variety of electronics applications.
Read more on TXN →