Nebius Group NV vs Seagate Technology Holdings PLC — how do they compare? Nebius Group NV trades at $221.04 (market cap $59.73B), while Seagate Technology Holdings PLC trades at $771.86 (market cap $176.19B). The key difference: Seagate Technology Holdings PLC is far larger — about 2.9× Nebius Group NV's market cap, and Seagate Technology Holdings PLC pays a 0.38% 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 Seagate Technology Holdings PLC for 41 Days on average.
| NBIS | STX | |
|---|---|---|
Market Cap | $59.73B | $176.19B |
Volume | 21,563,700 | 5,061,875 |
Sector | Technology | Technology |
52-Week High | $286.69 | $1.09K |
52-Week Low | $73.87 | $211.63 |
Typical Hold Time | 24 Days | 41 Days |
Enterprise Value | $61.86B | $178.34B |
Dividend Yield | — | 0.38% |
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.
Seagate Technology (STX) trades at $807.34, up 0.21% with recent volatility driven by AI storage competition concerns. The stock shows strong profitability with 26.11% net margin and 371.53% ROE, though valuation ratios appear elevated (P/E 55.74, P/B 81.31). Recent earnings consistently beat expectations, with Q2 2026 EPS of $5.71 surpassing the $5.10 estimate. Technical indicators show bearish momentum with support at $794 and resistance at $816.
Outlook remains cautiously optimistic given strong AI-driven storage demand and analyst consensus price target of $1,130. Key risks include increased competition from Toshiba's planned production expansion and potential margin compression. The company's negative shareholder equity and high debt levels warrant monitoring, though projected 2026 revenue growth to $12.2B with $3.2B net income suggests continued operational strength.
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 →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →