Nebius Group NV vs Sea Limited — how do they compare? Nebius Group NV trades at $226.74 (market cap $64.47B), while Sea Limited trades at $94.45 (market cap $57.98B). The key difference: Nebius Group NV and Sea Limited are close in size by market cap, and Nebius Group NV is trading nearer its 52-week high, Sea Limited nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Nebius Group NV for 24 Days and Sea Limited for 102 Days on average.
| NBIS | SE | |
|---|---|---|
Market Cap | $64.47B | $57.98B |
Volume | 17,733,531 | 4,033,686 |
Sector | Technology | Consumer Cyclical |
52-Week High | $286.69 | $188.00 |
52-Week Low | $73.87 | $78.16 |
Typical Hold Time | 24 Days | 102 Days |
Enterprise Value | $66.60B | $53.01B |
Signals from Pluang's Aura AI — not financial advice
NBIS trades at $237.07, down 5.08% on the day, amid mixed technical signals with a bullish moving average trend but neutral oscillators. The company shows strong revenue growth with $529.8M in 2025 revenue and a $37B backlog, though profitability remains challenged with a net margin of 3.13%. Recent news highlights significant AI infrastructure deals with Meta, Nvidia, and Palantir, while analyst consensus remains strongly bullish with 82% buy ratings.
The outlook for NBIS is growth-focused but carries execution risks. The stock offers substantial upside to the $272.70 consensus target, supported by AI infrastructure demand and strategic partnerships. Key risks include high valuation multiples (P/E 912), negative cash flow from investing activities, and insider selling. Investors should weigh the company's rapid expansion against its current profitability challenges and competitive pressures in the AI cloud sector.
Sea Limited (SE) trades at $92.89, down 3.77% on the day, with bearish technical signals dominating despite strong fundamental growth. The company reported robust revenue growth from $22.94B in 2025 to $27.7B projected for 2026, with net income reaching $1.58B. Recent earnings show mixed results with Q4 2025 missing expectations but Q1 and Q2 2026 beating estimates. Analyst sentiment remains overwhelmingly positive with 70% buy ratings and a $153.67 consensus price target representing 65% upside potential.
The investment case hinges on Sea's continued e-commerce and fintech expansion, though the stock faces near-term technical pressure. Key risks include margin compression concerns and insider selling activity. With strong cash flow generation improving from negative $3.2B in 2022 to positive $2.34B in 2025, the fundamentals support long-term growth despite current bearish technical indicators.
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 →Sea Limited offers information technology services. The Company provides online personal computer and mobile digital content, e-commerce, and payment platforms. Sea serves customers worldwide.
Read more on SE →