Banco Bilbao Vizcaya Argentaria SA vs Nebius Group NV — how do they compare? Banco Bilbao Vizcaya Argentaria SA trades at $25.54 (market cap $142.30B), while Nebius Group NV trades at $196.99 (market cap $49.28B). The key difference: Banco Bilbao Vizcaya Argentaria SA is far larger — about 2.9× Nebius Group NV's market cap, and Banco Bilbao Vizcaya Argentaria SA pays a 4.2% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals.
| BBVA | NBIS | |
|---|---|---|
Market Cap | $142.30B | $49.28B |
Sector | Financials | Technology |
52-Week High | $26.14 | $286.69 |
52-Week Low | $14.73 | $50.40 |
Dividend Yield | 4.2% | — |
Enterprise Value | — | $49.48B |
Signals from Pluang's Aura AI — not financial advice
BBVA trades at $25.39, down 1.17% on the day, with a bullish technical signal from moving averages and strong fundamental metrics including a 26.51% net income margin and 18.67% ROE. Recent earnings beat expectations in Q1 2026, and revenue has grown steadily from $28.2B in 2022 to $39.4B in 2025. Positive analyst sentiment is reflected in a 53.85% buy rating, though legal and regulatory risks from ongoing probes in Spain present headwinds.
The outlook for BBVA remains positive given robust profitability and analyst support, but investors should weigh the stock's attractive valuation against litigation risks and sector volatility. Upside potential exists if earnings continue to exceed forecasts, but legal developments could pressure the share price near-term.
NBIS trades at $210.51, down 4.16% today amid bearish technical signals, though it maintains strong analyst support with 87.5% buy ratings and a $248 consensus price target. The company shows impressive revenue growth projections from $530M in 2025 to $878M in 2026, with net income margin expanding to 93.09%. Recent positive developments include a $1 billion compute deal with Reflection AI and strategic infrastructure expansion, though valuation ratios remain elevated with P/E at 74.94.
The outlook remains constructive given robust AI infrastructure demand and significant contract wins, but investors face risks from Meta's potential cloud competition and high valuations. Near-term price action suggests consolidation near support at $204, with upside potential to resistance at $218 if earnings momentum continues.
Trailing returns across standard periods
Latest headlines on both assets
Despite its Spanish origins, BBVA generates three quarters of its profits in emerging markets, especially Mexico that contributes nearly half of BBVA's net profit. BBVA is overwhelmingly a retail and commercial bank with corporate and investment banking forming a smaller part of the overall business.
Read more on BBVA →Nebius Group N.V. is a technology company specializing in AI, machine learning, and cloud computing solutions. The company provides a range of enterprise-level cloud services, including large-scale data processing, advanced analytics, and AI model development and deployment. Nebius Group focuses on serving businesses that require high-performance, scalable, and secure infrastructure to handle complex computational tasks and accelerate their digital transformation.
Read more on NBIS →