Compare Super Micro Computer Inc (SMCI) vs Wolfspeed Inc (WOLF) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Super Micro Computer Inc vs Wolfspeed Inc — how do they compare? Super Micro Computer Inc trades at $34.67 (market cap $20.35B), while Wolfspeed Inc trades at $31.33 (market cap $1.52B). The key difference: Super Micro Computer Inc is far larger — about 13.4× Wolfspeed Inc's market cap. Which is the better fit depends on your goals.
| SMCI | WOLF | |
|---|---|---|
Market Cap | $20.35B | $1.52B |
Sector | Technology | Technology |
52-Week High | $58.68 | $73.68 |
52-Week Low | $20.53 | $1.19 |
Enterprise Value | $27.87B | $2.18B |
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 $31.13, up 5.96% on the day, with a bullish technical signal from moving averages. The stock shows strong fundamental metrics with a P/E of 16.56 and P/S of 0.62, while recent earnings have beaten expectations. Revenue growth remains robust, reaching $21.97B in 2025, though net margins compressed to 3.7%. Analyst consensus is mixed with a $39.20 price target, representing 26% upside potential from current levels.
The outlook for SMCI hinges on execution of its massive $60B AI server order backlog and margin expansion to 15-17% guidance. Key risks include working capital strain with negative operating cash flow projected for 2026 and high dependence on Nvidia components. While valuation appears attractive, investors should monitor the company's ability to convert orders into profitable growth amid intense AI infrastructure competition.
Wolfspeed (WOLF) trades at $32.87, up 19.14% in the past 24 hours, with a bullish technical signal supported by moving averages. The stock shows mixed earnings performance, beating estimates in Q3 2025 and Q1 2026 but missing in Q4 2025. Recent news highlights strategic partnerships for AI data center power solutions and a new board appointment. However, the company faces significant financial challenges with negative gross and net income margins.
The outlook is cautiously optimistic due to strong analyst buy ratings and positive technical momentum, but investment is tempered by weak profitability and high execution risks. Key opportunities lie in silicon carbide technology adoption for AI and electrification, while risks include ongoing losses and competitive pressures in the semiconductor sector.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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 Wolfspeed Inc
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 →
