Nebius Group NV vs Shopify Inc. — how do they compare? Nebius Group NV trades at $221.75 (market cap $59.73B), while Shopify Inc. trades at $167.74 (market cap $211.73B). The key difference: Shopify Inc. is far larger — about 3.5× Nebius Group NV's market cap, and Shopify Inc. is trading nearer its 52-week high, Nebius Group NV nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Nebius Group NV for 24 Days and Shopify Inc. for 78 Days on average.
| NBIS | SHOP | |
|---|---|---|
Market Cap | $59.73B | $211.73B |
Volume | 21,563,700 | 7,146,651 |
Sector | Technology | Technology |
52-Week High | $286.69 | $179.01 |
52-Week Low | $73.87 | $95.40 |
Typical Hold Time | 24 Days | 78 Days |
Enterprise Value | $61.86B | $206.96B |
Signals from Pluang's Aura AI — not financial advice
NBIS trades at $221.54, down 6.55% today, amid a bearish technical signal. The stock shows strong revenue growth, with 2026 revenue projected at $1.4B, but profitability is thin with a 3.13% net margin. Recent earnings have beaten expectations in Q1 and Q2 2026, while analyst consensus is bullish with an 81.82% buy rating and a $288.67 price target. The company's acquisition of Inferize and alliances with Nvidia and Palantir highlight strategic moves in the AI infrastructure space.
Outlook is mixed: robust growth and analyst optimism contrast with high valuations (P/E 845.04) and negative cash flow from investing. Key risks include execution on expansion, competitive pressures, and sensitivity to AI market dynamics. The stock offers growth potential but requires careful risk assessment given its premium valuation and operational cash burn.
SHOP trades at $165.94, up 0.88% with strong bullish momentum near its consensus price target of $168.63. The stock shows robust revenue growth from $5.6B in 2022 to $11.6B in 2025, with net income turning positive to $1.23B. Technical indicators show bullish moving averages but overbought RSI levels, while fundamental valuation remains elevated with P/E of 111.19. Recent developments include Shopify's AI-powered Canvas platform launch and strategic positioning in the AI commerce space.
Outlook remains positive with 67% analyst buy ratings and projected revenue growth to $13.3B in 2026. Key opportunities include merchant solutions growth and AI integration, while risks include high valuation multiples and competitive pressures from Amazon. The stock presents growth potential but requires monitoring of execution and market sentiment shifts.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →