Compare Super Micro Computer Inc (SMCI) vs USA Rare Earth Inc. Class A Common Stock (USAR) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Super Micro Computer Inc vs USA Rare Earth Inc. Class A Common Stock — how do they compare? Super Micro Computer Inc trades at $35.05 (market cap $25.67B), while USA Rare Earth Inc. Class A Common Stock trades at $10.19 (market cap $4.23B). The key difference: Super Micro Computer Inc is far larger — about 6.1× USA Rare Earth Inc. Class A Common Stock's market cap, and Super Micro Computer Inc is trading nearer its 52-week high, USA Rare Earth Inc. Class A Common Stock nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Super Micro Computer Inc for 20 Days and USA Rare Earth Inc. Class A Common Stock for 0 Days on average.
| SMCI | USAR | |
|---|---|---|
Market Cap | $25.67B | $4.23B |
Volume | 24,555,322 | 13,677,660 |
Sector | Technology | Basic Materials |
52-Week High | $55.04 | $33.68 |
52-Week Low | $20.53 | $10.32 |
Typical Hold Time | 20 Days | 0 Days |
Enterprise Value | $31.13B | $2.70B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Super Micro Computer (SMCI) trades at $39.07, down 2.28% today, with a bullish technical signal and strong fundamental growth. The stock shows robust earnings beats, with Q2 2026 EPS of $1.70 exceeding the $0.923 estimate, and revenue is projected to grow from $22.0B in 2025 to $39.1B in 2026. Analyst consensus is a $42.33 price target, with 36% buy ratings. Recent news highlights AI-driven order surges and new NVIDIA Vera Rubin shipments, supporting positive sentiment amid competitive pressures.
The outlook for SMCI is positive, driven by AI infrastructure demand and earnings momentum, but risks include margin pressure and a Department of Justice investigation. Valuation remains attractive with a P/E of 11.98, though debt levels and market volatility warrant caution. Upside potential exists if the company maintains its growth trajectory and navigates legal challenges.
USA Rare Earth (USAR) trades at $11.265, down 4.7% today and near its 52-week low, reflecting persistent sector pressure. The company shows severe financial strain with a net income margin of -2,159.3% and negative cash flow from operations, though analyst consensus remains unanimously bullish with a $34.57 price target. Recent news highlights strategic investments in a $1.2 billion South Carolina facility and a $2.8 billion Brazil acquisition to build a mine-to-magnet supply chain, positioning it for long-term growth amid U.S. critical mineral initiatives.
The stock presents high risk due to extreme losses and cash burn but offers speculative upside if government funding and project milestones materialize. Key risks include execution challenges, reliance on future financing, and sector volatility. Investors should weigh the bullish analyst outlook against the company's current financial instability and macroeconomic headwinds affecting rare earth markets.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Super Micro Computer Inc
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 →About USA Rare Earth Inc. Class A Common Stock
USA Rare Earth is building an integrated rare earth and permanent magnet supply chain spanning mining, metal and alloy production, and magnet manufacturing, with assets including the Round Top heavy rare earth deposit in Texas, a magnet manufacturing facility in Stillwater, Oklahoma, and metal-and-alloy producer Less Common Metals.
Read more on USAR →
