GXO Logistics Inc vs Nebius Group NV — how do they compare? GXO Logistics Inc trades at $47.96 (market cap $5.37B), while Nebius Group NV trades at $251.81 (market cap $49.06B). The key difference: Nebius Group NV is far larger — about 9.1× GXO Logistics Inc's market cap, and Nebius Group NV is trading nearer its 52-week high, GXO Logistics Inc nearer its low. Which is the better fit depends on your goals.
| GXO | NBIS | |
|---|---|---|
Market Cap | $5.37B | $49.06B |
Sector | Industrials | Technology |
52-Week High | $65.59 | $286.69 |
52-Week Low | $45.52 | $64.06 |
Enterprise Value | $10.72B | $49.26B |
Signals from Pluang's Aura AI — not financial advice
GXO Logistics trades at $47.98, up 2.17% today, with a bearish technical signal but strong analyst support. The stock shows consistent earnings beats, with Q2 2026 EPS of $0.59 exceeding expectations, and revenue growth to $13.6B in 2026. Recent news highlights CEO commentary on data center growth and business transfers, while margins face pressure.
Outlook is mixed: high P/E of 41.3 suggests premium valuation, but low P/S of 0.4 and 88.9% buy ratings from analysts signal upside potential to a $65.67 consensus target. Risks include margin stagnation and competitive logistics market, requiring monitoring of profit expansion.
NBIS trades at $259.20, up 40.79% in the last 24 hours, reflecting strong momentum following Q2 2026 earnings beats. The stock exhibits a bearish technical signal but maintains high analyst buy consensus (88.89%) with a consensus price target of $248.73. Recent news highlights robust AI cloud demand driving revenue growth, though negative EPS persists. Fundamentals show elevated valuation ratios (P/E 74.61, P/S 58.43) alongside impressive net income margin expansion to 93.09% in 2026 trends.
Outlook remains growth-focused with execution risks from capital-intensive expansion and short interest from notable investors like Michael Burry. The stock's premium valuation requires sustained high growth to justify current levels, while cash flow trends indicate significant investing outflows balanced by financing inflows. Competitive pressures in AI infrastructure and margin sustainability are key watchpoints.
Trailing returns across standard periods
Latest headlines on both assets
GXO is the world's largest pure-play contract logistics provider. It offers cutting-edge supply chain solutions, including automated warehousing and fulfillment, for global blue-chip companies.
Read more on GXO →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 →