Nebius Group NV vs Novavax Inc — how do they compare? Nebius Group NV trades at $252.22 (market cap $49.06B), while Novavax Inc trades at $7.93 (market cap $1.31B). The key difference: Nebius Group NV is far larger — about 37.5× Novavax Inc's market cap, and Nebius Group NV is trading nearer its 52-week high, Novavax Inc nearer its low. Which is the better fit depends on your goals.
| NBIS | NVAX | |
|---|---|---|
Market Cap | $49.06B | $1.31B |
Sector | Technology | Health |
52-Week High | $286.69 | $11.19 |
52-Week Low | $64.06 | $6.22 |
Enterprise Value | $49.26B | $889.30M |
Signals from Pluang's Aura AI — not financial advice
NBIS stock trades at $249.82, up 35.69% in 24 hours, driven by strong Q2 2026 earnings beats and positive AI cloud demand sentiment. Technicals are bearish with key support at $190 and resistance at $196, while fundamentals show rapid revenue growth but negative EPS and high valuation multiples. Recent news highlights Michael Burry's short position alongside upbeat analyst coverage.
Outlook is mixed: high growth in AI infrastructure offers upside, but execution risks, negative earnings, and stretched valuations pose significant challenges. Analyst consensus is bullish with an $248.73 price target, yet competitive pressures and capital intensity require careful monitoring for sustained shareholder value.
NVAX trades at $7.95, up 0.76% on the day, with a bullish technical signal despite mixed indicators. The company reported a net income of $440.30M for 2025, a significant turnaround from prior losses, and has beaten earnings estimates for three consecutive quarters. Recent news highlights Q2 2026 results and a raised revenue outlook, driven by licensing milestones with Sanofi.
The outlook is cautiously optimistic given strong analyst buy ratings (73.92%) and improved financials, but risks include persistent negative cash flows, high debt, and competitive vaccine market pressures. Investment appeal hinges on execution of partnerships and cost management to sustain profitability.
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 →Novavax, Inc. is a clinical stage biotechnology company. The Company creates novel vaccines to address a broad range of infectious diseases worldwide using proprietary virus-like particle (VLP) technology.
Read more on NVAX →