Live Report · Updated January 26, 2026

Supermicro vs Wipro

This page compares Supermicro and Wipro, detailing their business models, financial performance, and market context in a clear, neutral manner. It considers how each company approaches product strategy, service delivery, and growth opportunities, without claims or forecasts. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

SMCI

Metric

WIT

$18.39B

Market Cap

$27.28B

54.79%

Potential Profit

-0.05%

Hold

Analyst Rating

Sell

Why It's Moving

Wipro Shares Plunge After Q3 Results Disappoint with Weak Revenue and Cautious Outlook

Net profit fell 3.5% quarter-on-quarter to ₹3,145 crore, hit by new labor codes, while revenue rose modestly 3.7% to ₹23,556 crore but trailed expectations.
IT services margin improved to 17.6%, yet analysts flagged growth sustainability risks from delayed deal ramp-ups and Harman acquisition costs.
Guidance stays muted for next quarter, prompting firms like Emkay to hold 'reduce' rating and Jefferies to issue a low target amid limited earnings prospects.

Sentiment:

🐻Bearish

Wipro Shares Plunge After Q3 Results Disappoint with Weak Revenue and Cautious Outlook

Net profit fell 3.5% quarter-on-quarter to ₹3,145 crore, hit by new labor codes, while revenue rose modestly 3.7% to ₹23,556 crore but trailed expectations.
IT services margin improved to 17.6%, yet analysts flagged growth sustainability risks from delayed deal ramp-ups and Harman acquisition costs.
Guidance stays muted for next quarter, prompting firms like Emkay to hold 'reduce' rating and Jefferies to issue a low target amid limited earnings prospects.

Sentiment:

🐻Bearish

Investment Analysis

Supermicro

SMCI

Pros

Strong revenue growth with consensus expecting approximately 65% revenue increase in 2025 driven by demand for high-performance server and storage solutions.
Diverse product portfolio including AI servers, storage systems, modular blade servers, and advanced server management software targeting data centers, cloud computing, and edge markets.
Reasonable valuation with a forward price-to-earnings ratio near 17, suggesting growth potential relative to current earnings expectations.

Considerations

Recent significant stock price decline of over 28% within a month indicates possible market concerns or volatility.
Corporate governance issues including internal control and financial reporting weaknesses create risks about reliable long-term value delivery.
Exposed to cyclical and competitive risks inherent in the technology hardware sector, including uncertainty from macroeconomic and geopolitical factors impacting IT spending.

Wipro

WIT

Pros

Wipro is a leading global IT services company with a large diversified client base across multiple industries including banking, healthcare, and energy.
Consistent focus on digital transformation and innovation, investing heavily in cloud, AI, and cybersecurity capabilities to drive future growth.
Strong balance sheet with healthy cash flow generation supports ongoing investments and shareholder returns.

Considerations

Competitive pressure in the global IT services market from both domestic and international players could impact margins and market share.
A considerable portion of revenue is exposed to currency fluctuations and regulatory changes in key markets like the US and Europe.
Execution risks related to integration of acquisitions and scaling new technology services in a rapidly evolving industry.

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