Nebius Group NV vs Noble Corporation plc — how do they compare? Nebius Group NV trades at $254.2 (market cap $49.06B), while Noble Corporation plc trades at $44.15 (market cap $7.10B). The key difference: Nebius Group NV is far larger — about 6.9× Noble Corporation plc's market cap, and Noble Corporation plc pays a 4.5% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals.
| NBIS | NE | |
|---|---|---|
Market Cap | $49.06B | $7.10B |
Sector | Technology | Technology |
52-Week High | $286.69 | $54.37 |
52-Week Low | $64.06 | $26.61 |
Enterprise Value | $49.26B | $8.53B |
Dividend Yield | — | 4.5% |
Signals from Pluang's Aura AI — not financial advice
NBIS trades at $259.20, up 40.79% in the last 24 hours, reflecting strong momentum following Q2 2026 earnings beats. The stock exhibits a bearish technical signal but maintains high analyst buy consensus (88.89%) with a consensus price target of $248.73. Recent news highlights robust AI cloud demand driving revenue growth, though negative EPS persists. Fundamentals show elevated valuation ratios (P/E 74.61, P/S 58.43) alongside impressive net income margin expansion to 93.09% in 2026 trends.
Outlook remains growth-focused with execution risks from capital-intensive expansion and short interest from notable investors like Michael Burry. The stock's premium valuation requires sustained high growth to justify current levels, while cash flow trends indicate significant investing outflows balanced by financing inflows. Competitive pressures in AI infrastructure and margin sustainability are key watchpoints.
Noble Corporation (NE) trades at $44.08, up 1.22% on the day, with a bullish technical signal from moving averages. The company reported mixed Q2 2026 results, missing EPS estimates but securing $200 million in new contracts. Revenue and net income are trending lower year-over-year, with a P/E ratio of 47.32 indicating a premium valuation. Recent news highlights multiple law firm investigations into the company.
The outlook is cautious. While a $6.8 billion backlog and consistent dividends provide support, declining profitability, high valuation, and legal scrutiny present significant risks. Analyst consensus is a Hold with a $46.00 price target, suggesting limited near-term upside from current levels amid operational and sentiment headwinds.
Trailing returns across standard periods
Latest headlines on both assets
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 →Noble Corporation plc is a leading offshore drilling contractor for the oil and gas industry. The company owns and operates a high-specification fleet of mobile offshore drilling units, including drillships and semi-submersibles, that are used for exploration and production activities in deepwater and harsh environments worldwide. Noble focuses on providing safe, efficient, and reliable drilling services to major and independent oil and gas companies globally.
Read more on NE →