Kyndryl Holdings Inc vs Nebius Group NV — how do they compare? Kyndryl Holdings Inc trades at $12.1 (market cap $2.69B), while Nebius Group NV trades at $204.45 (market cap $46.37B). The key difference: Nebius Group NV is far larger — about 17.2× Kyndryl Holdings Inc's market cap, and Nebius Group NV is trading nearer its 52-week high, Kyndryl Holdings Inc nearer its low. Which is the better fit depends on your goals.
| KD | NBIS | |
|---|---|---|
Market Cap | $2.69B | $46.37B |
Sector | Technology | Technology |
52-Week High | $39.47 | $286.69 |
52-Week Low | $10.59 | $50.40 |
Enterprise Value | $5.03B | $46.56B |
Signals from Pluang's Aura AI — not financial advice
Kyndryl Holdings (KD) trades at $12.195, up 0.37% on the day, with a neutral technical signal and bullish moving averages. The company reported revenue of $15.06B in 2025, turning profitable with net income of $252M after years of losses. Recent news includes leadership changes, partnership expansions with Microsoft and AWS, and multiple law firm investigations into corporate governance, creating mixed sentiment.
The outlook is cautiously optimistic with a consensus price target of $14.00, implying 15% upside, but risks include ongoing legal probes, volatile earnings history with recent misses, and high debt levels. Improved cash flow and strategic alliances support growth, yet investor confidence remains tempered by governance concerns and margin pressures.
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
Kyndryl Holdings Inc is a technology services and infrastructure services provider company. It provides advisory, implementation, and managed services across a range of technology domains to help customers manage and modernize enterprise IT environments in support of their business and transformation objectives.
Read more on KD →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 →