MACOM Technology vs Nebius Group NV — how do they compare? MACOM Technology trades at $330.06 (market cap $24.61B), while Nebius Group NV trades at $221.12 (market cap $59.73B). The key difference: Nebius Group NV is far larger — about 2.4× MACOM Technology's market cap, and Nebius Group NV is more actively traded (21,563,700 versus 1,594,575). Which is the better fit depends on your goals — on Pluang, investors hold MACOM Technology for 6 Days and Nebius Group NV for 24 Days on average.
| MTSI | NBIS | |
|---|---|---|
Market Cap | $24.61B | $59.73B |
Volume | 1,594,575 | 21,563,700 |
Sector | Technology | Technology |
52-Week High | $409.68 | $286.69 |
52-Week Low | $122.18 | $73.87 |
Typical Hold Time | 6 Days | 24 Days |
Enterprise Value | $24.32B | $61.86B |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
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
MACOM develops analog, radio frequency, microwave, and optical semiconductors. Its components are used in telecommunications, data centers, industrial systems, aerospace, and defense applications.
Read more on MTSI →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 →