Super Micro Computer Inc vs Wolfspeed Inc — how do they compare? Super Micro Computer Inc trades at $43.45 (market cap $29.52B), while Wolfspeed Inc trades at $31.69 (market cap $1.66B). The key difference: Super Micro Computer Inc is far larger — about 17.8× Wolfspeed Inc's market cap, and Super Micro Computer Inc is trading nearer its 52-week high, Wolfspeed 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 Wolfspeed Inc for 19 Days on average.
| SMCI | WOLF | |
|---|---|---|
Market Cap | $29.52B | $1.66B |
Volume | 40,358,151 | 5,963,473 |
Sector | Technology | Technology |
52-Week High | $57.98 | $73.68 |
52-Week Low | $20.53 | $14.80 |
Typical Hold Time | 19 Days | 19 Days |
Enterprise Value | $34.99B | $2.37B |
Signals from Pluang's Aura AI — not financial advice
Super Micro Computer (SMCI) trades at $44.95, up 3.43% today, with strong technical momentum and bullish moving averages. The company demonstrates robust fundamentals with revenue growth from $22B to $39.1B projected for 2026 and consistent earnings beats. Recent AI server demand and NVIDIA Vera Rubin shipments highlight growth catalysts, though RSI levels suggest potential overbought conditions near-term.
Outlook remains positive given AI infrastructure expansion and strong financials, but risks include margin pressure, competitive threats, and ongoing DOJ investigation. Analyst consensus targets $42.33 with 36% buy ratings, indicating cautious optimism despite the stock trading above target. Valuation appears reasonable with P/E of 13.79 and P/S of 0.8.
Wolfspeed (WOLF) trades at $31.37, down 1.45% on the day, with a bullish technical signal from moving averages. The company shows severe fundamental strain, with a gross profit margin of -16.05% and a net income margin of -212.41% for 2025, though 2026 projections indicate a potential turnaround to slight profitability. Recent news highlights expansion of its 200mm silicon carbide portfolio, positioning it in the growing AI and electrification markets.
The outlook is speculative, with significant upside potential if operational targets are met, but high execution risk persists. Analyst consensus is mixed with a $54.32 price target, suggesting substantial upside from current levels if the company can achieve revenue growth and margin improvement as forecasted.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →