Dell Technologies Inc vs Nebius Group NV — how do they compare? Dell Technologies Inc trades at $573.8 (market cap $365.31B), while Nebius Group NV trades at $221 (market cap $59.73B). The key difference: Dell Technologies Inc is far larger — about 6.1× Nebius Group NV's market cap, and Dell Technologies Inc pays a 0.44% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals — on Pluang, investors hold Dell Technologies Inc for 57 Days and Nebius Group NV for 24 Days on average.
| DELL | NBIS | |
|---|---|---|
Market Cap | $365.31B | $59.73B |
Volume | 5,121,365 | 21,563,700 |
Sector | Technology | Technology |
52-Week High | $588.67 | $286.69 |
52-Week Low | $111.10 | $73.87 |
Typical Hold Time | 57 Days | 24 Days |
Enterprise Value | $388.20B | $61.86B |
Dividend Yield | 0.44% | — |
Signals from Pluang's Aura AI — not financial advice
Dell Technologies (DELL) trades at $578.96, up 0.9% with strong bullish momentum driven by AI server demand. The stock shows robust technical positioning above key support levels with a P/E of 33.42 and net income margin of 7.53%. Recent earnings beats and raised AI revenue guidance to $74 billion highlight operational strength. Analyst consensus remains positive with 55.6% buy ratings and a $566.35 price target.
Dell presents compelling growth prospects from its AI server backlog expansion and margin improvements, though elevated valuation and competitive pressures warrant caution. The company's guidance increase and dividend growth signal confidence, but investors should monitor execution risks in the rapidly evolving AI infrastructure market.
NBIS trades at $221.54, down 6.55% today, amid a bearish technical signal. The stock shows strong revenue growth, with 2026 revenue projected at $1.4B, but profitability is thin with a 3.13% net margin. Recent earnings have beaten expectations in Q1 and Q2 2026, while analyst consensus is bullish with an 81.82% buy rating and a $288.67 price target. The company's acquisition of Inferize and alliances with Nvidia and Palantir highlight strategic moves in the AI infrastructure space.
Outlook is mixed: robust growth and analyst optimism contrast with high valuations (P/E 845.04) and negative cash flow from investing. Key risks include execution on expansion, competitive pressures, and sensitivity to AI market dynamics. The stock offers growth potential but requires careful risk assessment given its premium valuation and operational cash burn.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
VMware is an industry titan in virtualizing IT infrastructure and became a stand-alone entity after spinning off from Dell Technologies in November 2021. The software provider operates in the three segments: licenses
Read more on DELL →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 →