Nebius Group NV vs STMicroelectronics NV — how do they compare? Nebius Group NV trades at $225.2 (market cap $59.73B), while STMicroelectronics NV trades at $53.68 (market cap $48.14B). The key difference: Nebius Group NV is the larger of the two by market cap, and STMicroelectronics NV pays a 0.68% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals — on Pluang, investors hold Nebius Group NV for 24 Days and STMicroelectronics NV for 66 Days on average.
| NBIS | STM | |
|---|---|---|
Market Cap | $59.73B | $48.14B |
Volume | 21,563,700 | 9,776,015 |
Sector | Technology | Technology |
52-Week High | $286.69 | $79.91 |
52-Week Low | $73.87 | $21.20 |
Typical Hold Time | 24 Days | 66 Days |
Enterprise Value | $61.86B | $45.66B |
Dividend Yield | — | 0.68% |
Signals from Pluang's Aura AI — not financial advice
NBIS trades at $237.07, down 5.08% today, amid mixed technical signals with a bullish moving average trend but neutral oscillators. The company shows strong revenue growth with 2026 projections reaching $1.4B, though profitability remains challenged with a net margin of 3.13%. Recent acquisitions like Inferize and partnerships with Nvidia and Palantir position NBIS as a key player in AI infrastructure, supported by an 81.82% analyst buy rating and $272.70 consensus price target.
Outlook: NBIS benefits from AI demand and a $37B backlog but faces execution risks from heavy spending ($11.4B investing outflow in 2026) and high valuations (P/E 845). Insider selling and competitive pressures from hyperscalers pose near-term headwinds, though institutional bullishness suggests long-term growth potential if operational targets are met.
STM trades at $56.18, down 4.33% on the day, amid a mixed technical and fundamental backdrop. The stock shows a bullish technical signal with support near $56, but faces headwinds from recent earnings misses and negative net income margins. Revenue has declined from $17.3B in 2023 to $11.8B in 2025, though AI data-center growth offers a potential catalyst, with the company targeting over $2B in AI revenue by 2027 according to Reuters on 2026-09-09.
The outlook is cautiously optimistic, driven by analyst consensus favoring a Buy rating and a $77.31 price target, implying significant upside. However, risks include volatile profitability, high P/E of 101.89, and dependence on cyclical semiconductor demand. Near-term performance hinges on Q3 2026 earnings versus the $0.40 EPS expectation.
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 →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 →