Compare Nebius Group NV (NBIS) vs ON Semiconductor (ON) Price & Performance

Nebius Group NVTrade

ON SemiconductorTrade

Price performance (Past 24H)

Key statistics

Nebius Group NV vs ON Semiconductor — how do they compare? Nebius Group NV trades at $236.7 (market cap $66.30B), while ON Semiconductor trades at $70.73 (market cap $27.67B). The key difference: Nebius Group NV is far larger — about 2.4× ON Semiconductor's market cap, and Nebius Group NV is trading nearer its 52-week high, ON Semiconductor nearer its low. Which is the better fit depends on your goals.

	NBIS	ON
Market Cap	$66.30B	$27.67B
Sector	Technology	Technology
52-Week High	$286.69	$133.93
52-Week Low	$73.87	$44.90
Enterprise Value	$68.43B	$28.29B

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Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Nebius Group NV

NBIS stock surged 7.73% to $243.88 following a strategic partnership announcement with Palantir as its preferred sovereign AI infrastructure partner. The stock trades near its pivot point of $244 with bullish technical indicators and strong analyst support (80% buy ratings). Despite high valuation multiples (P/E 74.61, P/S 49.83), the company shows improving earnings trends with recent quarterly beats and projected revenue growth from $530M to $1.4B in 2026.

The outlook remains positive with a consensus price target of $291.33 (19% upside), driven by AI infrastructure demand and the Palantir partnership. Key risks include stretched valuations, negative operating cash flow relative to investments, and execution challenges in scaling capacity. The stock presents growth potential but requires careful monitoring of profitability improvements and contract execution.

ON Semiconductor

No Aura AI signal available yet.

Aura AI is an analytical signal, not financial advice — do your own research.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

NBIS

IREN aims for $4B AI cloud revenue with NVIDIA backing, targeting 80% stock upside amid execution risks.24/7 Wall Street · 15 hours agoBullish AI infrastructure firms Nebius and IREN report contrasting Q2 results amid strong AI demand.24/7 Wall Street · 19 hours agoNeutral Nebius auctions AI capacity at record prices, hinting at strong future revenue growth.24/7 Wall Street · 19 hours agoBullish View details →

On Semiconductor poised for growth with $213B TAM upgrade and Synaptics acquisition ahead of Investor Day 2026Seeking Alpha · 1 day agoBullish ON Semiconductor upgraded to Buy on strong data center growth and new product wins.Seeking Alpha · 1 day agoBullish View details →

About Nebius Group NV

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.

About ON Semiconductor

Onsemi develops power and sensing semiconductors for automotive, industrial, and energy applications. Its products support functions such as electric vehicle systems, energy conversion, automation, and intelligent sensing.