Nebius Group NV vs SAP SE — how do they compare? Nebius Group NV trades at $225.32 (market cap $59.73B), while SAP SE trades at $213 (market cap $238.67B). The key difference: SAP SE is far larger — about 4× Nebius Group NV's market cap, and SAP SE pays a 1.38% 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 SAP SE for 118 Days on average.
| NBIS | SAP | |
|---|---|---|
Market Cap | $59.73B | $238.67B |
Volume | 21,563,700 | 2,252,662 |
Sector | Technology | Technology |
52-Week High | $286.69 | $280.46 |
52-Week Low | $73.87 | $146.38 |
Typical Hold Time | 24 Days | 118 Days |
Enterprise Value | $61.86B | $237.42B |
Dividend Yield | — | 1.38% |
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.
SAP trades at $210.13, down 0.16% with a bullish technical signal from moving averages. The company reported strong Q1 2026 earnings beat but missed Q2 expectations. Revenue growth continues with 2025 revenue reaching $36.8B and net income margin of 20.41%. Analyst consensus is bullish with a $253.40 price target representing 21% upside potential. Recent news highlights AI-driven cloud revenue growth and partnership expansions.
SAP presents a compelling investment case with robust fundamentals and analyst support, though execution risks and competitive pressures remain. The stock's current valuation at 28x P/E appears justified by strong profitability and cloud transformation progress. Upside potential exists if the company can maintain its AI leadership and cloud migration momentum.
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 →Founded in 1972 by former IBM employees, SAP provides database technology and enterprise resource planning software to enterprises around the world. Across more than 180 countries, the company serves 440,000 customers, approximately 80% of which are small to medium-size enterprises.
Read more on SAP →