Marvell Technology Inc vs Nebius Group NV — how do they compare? Marvell Technology Inc trades at $275.28 (market cap $246.84B), while Nebius Group NV trades at $221.12 (market cap $59.73B). The key difference: Marvell Technology Inc is far larger — about 4.1× Nebius Group NV's market cap, and Marvell Technology Inc pays a 0.09% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals — on Pluang, investors hold Marvell Technology Inc for 42 Days and Nebius Group NV for 24 Days on average.
| MRVL | NBIS | |
|---|---|---|
Market Cap | $246.84B | $59.73B |
Volume | 29,003,830 | 21,563,700 |
Sector | Technology | Technology |
52-Week High | $316.43 | $286.69 |
52-Week Low | $73.73 | $73.87 |
Typical Hold Time | 42 Days | 24 Days |
Enterprise Value | $248.19B | $61.86B |
Dividend Yield | 0.09% | — |
Signals from Pluang's Aura AI — not financial advice
Marvell Technology (MRVL) trades at $274.66, down 3.52% on the day but maintains strong technical momentum with bullish moving averages and key support at $267. The company shows impressive earnings beats in recent quarters with Q2 2026 EPS of $0.94 beating expectations, while analyst consensus remains overwhelmingly bullish with 84% buy ratings. Recent news highlights Marvell's AI chip growth potential, including a major Google partnership and raised 2028 revenue guidance to $18 billion.
Marvell presents compelling growth prospects driven by AI infrastructure demand and custom chip expansion, though elevated valuation ratios (P/E 90.95, P/S 25.77) warrant caution. Key risks include execution challenges in scaling custom silicon business and competitive pressures in the semiconductor sector. The $327.86 consensus price target suggests 19% upside potential from current levels.
NBIS trades at $219.71, down 7.32% today amid bearish technical signals, though recent quarterly earnings beat expectations. The company shows strong revenue growth with $530M in 2025 and $1.4B projected for 2026, but profitability remains challenged with a net margin of 3.13%. Analyst consensus is strongly bullish with 82% buy ratings and a $288.67 price target, representing 31% upside potential from current levels.
The stock presents significant growth potential driven by AI infrastructure demand and billion-dollar partnerships with Meta and Nvidia, but faces execution risks from aggressive expansion spending and high valuation multiples. Competitive pressures and insider selling activity warrant caution despite the compelling growth narrative in the AI cloud sector.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Marvell Technology is a leading fabless chipmaker focused on networking and storage applications. Marvell serves the data center, carrier, enterprise, automotive, and consumer end markets with processors, optical interconnections, application-specific integrated circuits (ASICs), and merchant silicon for Ethernet applications. The firm is an active acquirer, with five large acquisitions since 2017 helping it pivot out of legacy consumer applications to focus on the cloud and 5G markets.
Read more on MRVL →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 →