Howmet Aerospace Inc vs Nebius Group NV — how do they compare? Howmet Aerospace Inc trades at $282.65 (market cap $112.20B), while Nebius Group NV trades at $254.24 (market cap $49.06B). The key difference: Howmet Aerospace Inc is far larger — about 2.3× Nebius Group NV's market cap, and Howmet Aerospace Inc pays a 0.2% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals.
| HWM | NBIS | |
|---|---|---|
Market Cap | $112.20B | $49.06B |
Sector | Industrials | Technology |
52-Week High | $291.28 | $286.69 |
52-Week Low | $171.00 | $64.06 |
Enterprise Value | $116.30B | $49.26B |
Dividend Yield | 0.2% | — |
Signals from Pluang's Aura AI — not financial advice
Howmet Aerospace (HWM) trades at $281.63, down 0.73% on the day, with strong technical support at $279 and resistance at $285. The company has consistently beaten earnings estimates, with Q2 2026 EPS of $1.33 exceeding expectations by 7.3%, driven by robust aerospace and defense demand. Analyst consensus remains strongly bullish with 84% buy ratings and a $334.63 price target, representing 19% upside potential.
Outlook remains positive with raised 2026 guidance and strong cash flow generation, though elevated valuation multiples (P/E 60.63) and significant capital expenditures present risks. The stock offers growth exposure to aerospace recovery but faces execution risks amid capacity expansion plans and supply chain challenges.
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
Howmet Aerospace provides advanced engineered solutions for the aerospace and transportation industries. It specializes in jet engine components, aerospace fastening systems, and forged aluminum wheels.
Read more on HWM →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 →