Super Micro Computer Inc vs Zscaler Inc — how do they compare? Super Micro Computer Inc trades at $30.64 (market cap $15.41B), while Zscaler Inc trades at $148.6 (market cap $24.23B). The key difference: Zscaler Inc is the larger of the two by market cap, and Super Micro Computer Inc is trading nearer its 52-week high, Zscaler Inc nearer its low. Which is the better fit depends on your goals.
| SMCI | ZS | |
|---|---|---|
Market Cap | $15.41B | $24.23B |
Sector | Technology | Technology |
52-Week High | $60.71 | $336.27 |
52-Week Low | $20.53 | $118.05 |
Enterprise Value | $22.93B | $22.55B |
Signals from Pluang's Aura AI — not financial advice
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Zscaler trades at $148.72, down 0.78% on the day, with strong technical momentum showing bullish moving average signals and key support at $147. The company demonstrates robust revenue growth, increasing from $1.1B in 2022 to $2.67B in 2025, while narrowing net losses from -$390M to -$41M. Recent earnings beats and accelerating Zero Trust adoption position Zscaler for continued enterprise security market share gains amid growing cybersecurity spending trends.
Zscaler presents a compelling growth story with 79% analyst buy ratings and a $192.46 price target offering 29% upside potential. However, persistent profitability challenges, rising AI infrastructure costs, and ongoing class action investigations create near-term execution risks. The stock's premium valuation at 7.5x sales requires sustained revenue acceleration to justify current levels.
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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 →Zscaler is a security-as-a-service firm that offers its customers cloud-delivered solutions for protecting user devices and data. The firm leverages its position in 150 colocation data centers to deliver traditionally appliance-based security functionality, such as firewalls and sandboxes, as a completely cloud-native platform. The firm focuses on large enterprise customers and offers two primary product suites: Zscaler Internet Access, which securely connects users to externally managed application and websites (such as Salesforce and Google), and Zscaler Private Access, which securely connects users to internally managed applications. Both product suites encompass a broad gamut of capabilities situated across the traditional security stack.
Read more on ZS →