Nebius Group NV vs QUALCOMM, Inc. — how do they compare? Nebius Group NV trades at $225.9 (market cap $59.73B), while QUALCOMM, Inc. trades at $176.99 (market cap $187.95B). The key difference: QUALCOMM, Inc. is far larger — about 3.1× Nebius Group NV's market cap, and QUALCOMM, Inc. pays a 2.09% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals — on Pluang, investors hold Nebius Group NV for 24 Days and QUALCOMM, Inc. for 87 Days on average.
| NBIS | QCOM | |
|---|---|---|
Market Cap | $59.73B | $187.95B |
Volume | 21,563,700 | 9,535,042 |
Sector | Technology | Technology |
52-Week High | $286.69 | $251.10 |
52-Week Low | $73.87 | $124.07 |
Typical Hold Time | 24 Days | 87 Days |
Enterprise Value | $61.86B | $194.92B |
Dividend Yield | — | 2.09% |
Signals from Pluang's Aura AI — not financial advice
NBIS trades at $237.07, down 5.08% today, amid mixed technical signals with a bullish moving average trend but neutral oscillators. The company shows strong revenue growth with 2026 projections reaching $1.4B, though profitability remains challenged with a net margin of 3.13%. Recent acquisitions like Inferize and partnerships with Nvidia and Palantir position NBIS as a key player in AI infrastructure, supported by an 81.82% analyst buy rating and $272.70 consensus price target.
Outlook: NBIS benefits from AI demand and a $37B backlog but faces execution risks from heavy spending ($11.4B investing outflow in 2026) and high valuations (P/E 845). Insider selling and competitive pressures from hyperscalers pose near-term headwinds, though institutional bullishness suggests long-term growth potential if operational targets are met.
Qualcomm (QCOM) trades at $176.01, down 2.79% on the day, with a bearish technical signal but strong fundamentals including 21.01% net income margin and 33.75% ROE. Recent earnings show mixed results with Q2 2026 missing expectations, while the company benefits from diversification into AI data centers and automotive sectors. Analyst consensus price target stands at $204.48, representing 16% upside potential from current levels.
The stock presents a compelling opportunity with reasonable valuation (P/E 20.24) and transformative AI partnerships, particularly the Amazon AWS deal offering up to $60 billion in potential revenue. Key risks include smartphone market dependence and competitive pressures in AI chips. Wall Street sentiment leans positive with 43% buy ratings despite recent technical weakness.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Qualcomm develops and licenses wireless technology and designs chips for smartphones. The company's key patents revolve around CDMA and OFDMA technologies, which are standards in wireless communications that are the backbone of all 3G and 4G networks. The firm is a leader in 5G network technology as well. Qualcomm's IP is licensed by virtually all wireless device makers. The firm is also the world's largest wireless chip vendor, supplying nearly every premier handset maker with leading-edge processors. Qualcomm also sells RF-front end modules into smartphones and chips into automotive and Internet of Things markets.
Read more on QCOM →