International Business Machines Corp vs Nebius Group NV — how do they compare? International Business Machines Corp trades at $211.19 (market cap $200.20B), while Nebius Group NV trades at $195.71 (market cap $46.37B). The key difference: International Business Machines Corp is far larger — about 4.3× Nebius Group NV's market cap, and International Business Machines Corp pays a 3.17% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals.
| IBM | NBIS | |
|---|---|---|
Market Cap | $200.20B | $46.37B |
Volume | 4,481,527 | — |
Sector | Technology | Technology |
52-Week High | $329.23 | $286.69 |
52-Week Low | $211.20 | $50.40 |
Enterprise Value | $258.21B | $46.56B |
Dividend Yield | 3.17% | — |
Signals from Pluang's Aura AI — not financial advice
IBM stock trades at $213.81, down 25% following disappointing Q2 2026 preliminary results that missed revenue and EPS estimates. The company maintains strong profitability with 58.4% gross margins and 15.6% net income margin, but faces execution challenges as customers shift spending toward AI infrastructure. Technical indicators show bearish momentum with support at $210 and resistance at $216, while analyst consensus remains positive with a $287.85 price target despite recent downgrades.
IBM's long-term fundamentals remain solid with consistent earnings beats and strong cash flow generation, but near-term headwinds from AI spending shifts create uncertainty. The stock offers value at current levels with attractive valuation multiples, though investors face execution risk and competitive pressure in the evolving AI landscape.
NBIS trades at $182.62, up 2.76% today, with a bullish technical signal despite recent volatility. The company reported Q1 2026 EPS of -$0.23, beating expectations, and secured a $775 million debt facility to accelerate AI cloud expansion. Analyst consensus remains strongly positive with an $242 price target, though high valuation ratios (P/E 68.61, P/S 53.73) reflect growth expectations.
Outlook is supported by robust AI demand and a debt-free balance sheet, but risks include intense competition and execution challenges in scaling infrastructure. The stock offers significant upside if growth targets are met, yet remains sensitive to sector sentiment shifts and capital expenditure pressures.
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 →