Super Micro Computer Inc vs Upstart Holdings Inc — how do they compare? Super Micro Computer Inc trades at $29.75 (market cap $15.41B), while Upstart Holdings Inc trades at $29.3 (market cap $2.76B). The key difference: Super Micro Computer Inc is far larger — about 5.6× Upstart Holdings Inc's market cap, and Super Micro Computer Inc is trading nearer its 52-week high, Upstart Holdings Inc nearer its low. Which is the better fit depends on your goals.
| SMCI | UPST | |
|---|---|---|
Market Cap | $15.41B | $2.76B |
Sector | Technology | Financials |
52-Week High | $60.71 | $84.13 |
52-Week Low | $20.53 | $24.22 |
Enterprise Value | $22.93B | — |
Signals from Pluang's Aura AI — not financial advice
Super Micro Computer (SMCI) trades at $23.83, down 1.41% on the day, with a bearish technical signal despite recent earnings beats. Valuation ratios appear attractive with a P/E of 12.73 and P/S of 0.48, but cash flow trends show strain with a projected negative net cash flow of $1.2B in 2026. The company is expanding its liquid cooling portfolio for AI data centers, but faces investor concerns over inventory growth and competitive pressures.
The outlook is mixed: strong AI demand and low valuations offer upside potential, but cash flow volatility, rising competition, and a Taiwan regulatory probe pose significant risks. Analyst consensus is cautious with a $36.71 price target, reflecting 54% upside, yet hold ratings dominate at 56% due to near-term execution challenges.
No Aura AI signal available yet.
Trailing returns across standard periods
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 →Upstart Holdings Inc provides credit services. The company provides a proprietary, cloud-based, artificial intelligence lending platform. The platform aggregates consumer demand for loans and connects it to the network of Upstart AI-enabled bank partners. The revenue of the company is primarily comprised of fees paid by banks.
Read more on UPST →