VanEck Video Gaming and eSports ETF vs Nebius Group NV — how do they compare? VanEck Video Gaming and eSports ETF trades at $91.98, while Nebius Group NV trades at $177.05 (market cap $50.66B). The key difference: Nebius Group NV is trading nearer its 52-week high, VanEck Video Gaming and eSports ETF nearer its low. Which is the better fit depends on your goals.
| ESPO | NBIS | |
|---|---|---|
Sector | Sector/Thematic | Technology |
52-Week High | $122.30 | $286.69 |
52-Week Low | $85.25 | $50.40 |
Market Cap | — | $50.66B |
Enterprise Value | — | $50.85B |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
Nebius (NBIS) trades at $186.67, down 3.76% for the day amid a bearish technical signal. The stock shows mixed earnings performance with recent beats but a Q4 2025 miss, while analyst consensus remains strongly bullish with an $248 price target. Recent news highlights a $1 billion compute deal with Reflection AI and expansion of its AI cloud platform through infrastructure partnerships, signaling strong demand growth.
The outlook for NBIS is positive based on robust AI infrastructure demand and strategic expansions, though high valuation multiples and competitive pressures from tech giants like Meta pose risks. Cash flow trends show significant investing outflows funded by financing, supporting aggressive growth but requiring careful execution to maintain shareholder value.
Trailing returns across standard periods
Latest headlines on both assets
ESPO is a thematic ETF that invests in the global video gaming and eSports industry. It provides exposure to companies involved in game development, hardware, and streaming, including major firms like Tencent, Nintendo, and Electronic Arts.
Read more on ESPO →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 →