Check Point Software Technologies Ltd vs Nebius Group NV — how do they compare? Check Point Software Technologies Ltd trades at $132.94 (market cap $13.97B), while Nebius Group NV trades at $194.59 (market cap $49.28B). The key difference: Nebius Group NV is far larger — about 3.5× Check Point Software Technologies Ltd's market cap, and Nebius Group NV is trading nearer its 52-week high, Check Point Software Technologies Ltd nearer its low. Which is the better fit depends on your goals.
| CHKP | NBIS | |
|---|---|---|
Market Cap | $13.97B | $49.28B |
Sector | Technology | Technology |
52-Week High | $223.00 | $286.69 |
52-Week Low | $112.47 | $50.40 |
Enterprise Value | $13.17B | $49.48B |
Signals from Pluang's Aura AI — not financial advice
CHKP trades at $134.32, up 1.99% today, with a bearish technical signal despite recent earnings beats. The stock shows strong profitability with a 38.37% net income margin and trades at a P/E of 13.82. Recent news highlights AI security partnerships and upcoming Q2 2026 earnings on July 30, 2026.
Outlook is mixed: analyst consensus targets $148.43 (10.5% upside) with 46% buy ratings, but technicals and insider sales pose risks. Key catalysts include AI integration progress and earnings results, while competition and sector volatility remain headwinds.
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
Check Point is a global leader in cybersecurity solutions. It provides comprehensive protection against advanced cyber threats for corporate networks, cloud environments, mobile devices, and critical infrastructure.
Read more on CHKP →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 →