International Business Machines Corp vs Nebius Group NV — how do they compare? International Business Machines Corp trades at $233.28 (market cap $224.62B), while Nebius Group NV trades at $233.41 (market cap $49.06B). The key difference: International Business Machines Corp is far larger — about 4.6× Nebius Group NV's market cap, and International Business Machines Corp pays a 2.84% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals.
| IBM | NBIS | |
|---|---|---|
Market Cap | $224.62B | $49.06B |
Volume | 4,481,527 | — |
Sector | Technology | Technology |
52-Week High | $329.23 | $286.69 |
52-Week Low | $205.77 | $64.06 |
Enterprise Value | $281.76B | $49.26B |
Dividend Yield | 2.84% | — |
Signals from Pluang's Aura AI — not financial advice
IBM trades at $236.31, down 0.41% today, with a mixed technical picture showing bearish moving averages but bullish overall signals. Recent earnings beat expectations in Q4 2025 and Q1 2026, with Q2 2026 meeting estimates, while revenue grew to $67.54 billion in 2025. The company secured a $240 million AI deal with Together AI, boosting sentiment despite ongoing securities fraud investigations.
Outlook: IBM's strong profitability and AI growth present upside potential, but legal risks and high valuation ratios pose challenges. The consensus price target of $257.38 suggests moderate growth, supported by institutional buy ratings, though investors should monitor legal developments and competitive pressures in the tech sector.
NBIS stock surged 23.65% to $227.66 on strong Q2 2026 earnings that beat expectations, extending its AI cloud rally. The company shows explosive revenue growth with 2026 projections indicating $878 million revenue and $817 million net income, though current valuations remain elevated with a P/E of 74.61. Technical indicators show bearish momentum despite the recent price surge, with support at $190 and resistance at $196.
The outlook remains positive given strong analyst consensus (89% buy ratings) and a $248.73 price target, but risks include Michael Burry's short position, execution challenges in capacity expansion, and premium valuation multiples that leave little room for error in meeting growth expectations.
Trailing returns across standard periods
Latest headlines on both assets
International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →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 →