Nebius Group NV vs STMicroelectronics NV — how do they compare? Nebius Group NV trades at $219.74 (market cap $46.37B), while STMicroelectronics NV trades at $65.6 (market cap $55.80B). The key difference: STMicroelectronics NV is the larger of the two by market cap, and STMicroelectronics NV pays a 0.58% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals.
| NBIS | STM | |
|---|---|---|
Market Cap | $46.37B | $55.80B |
Sector | Technology | Financials |
52-Week High | $286.69 | $79.91 |
52-Week Low | $50.40 | $21.20 |
Enterprise Value | $46.56B | $54.01B |
Dividend Yield | — | 0.58% |
Signals from Pluang's Aura AI — not financial advice
NBIS stock surged 22.06% to $216.92 on July 21, 2026, driven by NVIDIA's disclosure of a 9.3% stake, signaling strong AI cloud partnership potential. Despite a bearish technical signal, the company shows robust revenue growth projections, with 2026 net income margin expected at 93.08%. Recent earnings beat expectations in two of the last three quarters, though cash flow trends highlight significant investing outflows.
The outlook is bullish based on analyst consensus and strategic alliances, but risks include high valuation multiples and competitive pressures from tech giants. Investment opportunity centers on AI infrastructure demand, while caution is advised due to volatility and execution risks in scaling operations.
STM stock trades at $65.43, up 5.43% in the past 24 hours, with a bearish technical signal and mixed earnings history. The company shows declining revenue and net income margins but maintains positive cash flow from operations. Recent news highlights AI partnerships and automotive chip demand as potential growth drivers.
Outlook remains cautious due to elevated P/E ratio of 386.13 and recent earnings misses, though analyst consensus is bullish with a $72.33 price target. Key risks include semiconductor cycle volatility and execution challenges in maintaining profitability amid revenue pressures.
Trailing returns across standard periods
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →