Nebius Group NV vs Semtech Corporation Common Stock — how do they compare? Nebius Group NV trades at $221.12 (market cap $59.73B), while Semtech Corporation Common Stock trades at $187.3 (market cap $17.49B). The key difference: Nebius Group NV is far larger — about 3.4× Semtech Corporation Common Stock's market cap, and Semtech Corporation Common Stock 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 Semtech Corporation Common Stock for 1 Days on average.
| NBIS | SMTC | |
|---|---|---|
Market Cap | $59.73B | $17.49B |
Volume | 21,563,700 | 4,235,937 |
Sector | Technology | Technology |
52-Week High | $286.69 | $197.20 |
52-Week Low | $73.87 | $62.57 |
Typical Hold Time | 24 Days | 1 Days |
Enterprise Value | $61.86B | $17.78B |
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.
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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 →Semtech develops analog and mixed-signal semiconductors and connectivity products. Its technologies are used in communications, data centers, industrial systems, and IoT devices.
Read more on SMTC →