Compare Nebius Group NV (NBIS) vs Sunrun Inc (RUN) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Nebius Group NV vs Sunrun Inc — how do they compare? Nebius Group NV trades at $235.05 (market cap $66.30B), while Sunrun Inc trades at $8.84 (market cap $2.22B). The key difference: Nebius Group NV is far larger — about 29.9× Sunrun Inc's market cap, and Nebius Group NV is trading nearer its 52-week high, Sunrun Inc nearer its low. Which is the better fit depends on your goals.
| NBIS | RUN | |
|---|---|---|
Market Cap | $66.30B | $2.22B |
Sector | Technology | Technology |
52-Week High | $286.69 | $21.41 |
52-Week Low | $73.87 | $8.37 |
Enterprise Value | $68.43B | $16.74B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
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.
Sunrun (RUN) trades at $9.22, up 3.71% today, but faces a bearish technical trend with resistance at $10. The company shows mixed fundamentals: it beat Q2 2026 EPS estimates ($0.42 actual vs. $0.23 expected) but cut full-year guidance, contributing to a 46% stock decline. Revenue is projected to grow to $3.5B in 2026, yet net income margin may drop to 11.59%. Recent news highlights a partnership with Voltus for AI hyperscaler energy capacity, offering a potential growth catalyst amid operational challenges.
The outlook is cautious; RUN appears undervalued with a P/E of 6.27 and P/B of 0.64, but risks include weak cash flow from operations (-$421M in 2025) and high debt. Analyst consensus is bullish (62% buy ratings) with a $14.70 price target, implying 59% upside, though execution on subscriber growth and margin recovery is critical for realizing gains.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
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.
Read more on NBIS →About Sunrun Inc
Sunrun Inc. is one of the largest residential solar, battery storage, and energy services companies in the United States. The company provides solar panel installations, battery backup systems, and energy management solutions to homeowners. Sunrun primarily uses a solar-as-a-service model, offering customers solar leases and power purchase agreements (PPAs), which allow homeowners to adopt solar energy with little to no upfront cost. The company's mission is to create a planet run by the sun.
Read more on RUN →
