Nebius Group NV vs Super Micro Computer Inc — how do they compare? Nebius Group NV trades at $221.12 (market cap $59.73B), while Super Micro Computer Inc trades at $41.86 (market cap $28.10B). The key difference: Nebius Group NV is far larger — about 2.1× Super Micro Computer Inc's market cap, and Nebius Group NV is trading nearer its 52-week high, Super Micro Computer Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Nebius Group NV for 24 Days and Super Micro Computer Inc for 19 Days on average.
| NBIS | SMCI | |
|---|---|---|
Market Cap | $59.73B | $28.10B |
Volume | 21,563,700 | 38,581,805 |
Sector | Technology | Technology |
52-Week High | $286.69 | $57.98 |
52-Week Low | $73.87 | $20.53 |
Typical Hold Time | 24 Days | 19 Days |
Enterprise Value | $61.86B | $33.56B |
Signals from Pluang's Aura AI — not financial advice
NBIS trades at $219.71, down 7.32% over 24 hours amid bearish technical signals. The stock shows mixed fundamentals with strong revenue growth projections ($530M in 2025 to $1.4B in 2026) but thin net margins (3.13%) and elevated valuations (P/E 845). Recent earnings beat expectations in Q1 and Q2 2026, while analyst sentiment remains overwhelmingly bullish with 82% buy ratings and a $288.67 consensus target.
The outlook balances high-growth AI infrastructure demand against execution risks and rich valuations. Near-term support lies at $214, with upside potential to $288 if operational scaling continues. Key risks include competitive pressure, heavy capital expenditure, and insider selling activity noted in recent filings.
Super Micro Computer (SMCI) trades at $42.77, down 4.85% on the day, with a bullish technical signal and strong fundamental performance. Recent earnings beats and robust revenue growth to $39.1B in 2026 highlight its AI infrastructure strength. The stock is near its consensus price target of $42.33, with support at $42 and resistance at $44.
Outlook remains positive driven by AI server demand, though risks include margin pressure and a DOJ investigation. Analysts are mixed with 36% buy ratings, but the low P/E of 13.12 offers value if growth sustains. Investors should weigh execution risks against the company's strategic position in expanding AI markets.
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 →Super Micro Computer, Inc., commonly known as Supermicro, is a leading provider of high-performance and high-efficiency server technology and innovation. The company specializes in designing, manufacturing, and selling advanced server, storage, and networking solutions, primarily for data centers, cloud computing, artificial intelligence, and 5G/Edge computing markets. SMCI's modular architecture allows for the rapid delivery of customized and purpose-built solutions, making it a key player in the enterprise computing and specialized AI infrastructure space.
Read more on SMCI →