Nebius Group NV vs Seagate Technology Holdings PLC — how do they compare? Nebius Group NV trades at $246.1 (market cap $49.06B), while Seagate Technology Holdings PLC trades at $882 (market cap $185.97B). The key difference: Seagate Technology Holdings PLC is far larger — about 3.8× Nebius Group NV's market cap, and Seagate Technology Holdings PLC pays a 0.36% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals.
| NBIS | STX | |
|---|---|---|
Market Cap | $49.06B | $185.97B |
Sector | Technology | Technology |
52-Week High | $286.69 | $1.09K |
52-Week Low | $64.06 | $154.43 |
Enterprise Value | $49.26B | $188.12B |
Dividend Yield | — | 0.36% |
Signals from Pluang's Aura AI — not financial advice
NBIS stock surged 23.65% to $227.66 on strong Q2 2026 earnings that beat expectations, extending its AI cloud rally. The company shows explosive revenue growth with 2026 projections indicating $878 million revenue and $817 million net income, though current valuations remain elevated with a P/E of 74.61. Technical indicators show bearish momentum despite the recent price surge, with support at $190 and resistance at $196.
The outlook remains positive given strong analyst consensus (89% buy ratings) and a $248.73 price target, but risks include Michael Burry's short position, execution challenges in capacity expansion, and premium valuation multiples that leave little room for error in meeting growth expectations.
Seagate Technology (STX) trades at $800.74, down 1.48% today, with a bearish technical signal but strong recent earnings beats driven by AI storage demand. The company reported Q2 2026 EPS of $5.71, beating expectations of $5.10, with revenue growth and margin expansion supported by its HAMR technology and data center contracts. However, high valuation ratios (P/E 59.03, P/S 15.41) and negative shareholder equity pose fundamental concerns.
The outlook is mixed: AI-driven demand and analyst bullishness (54.91% buy ratings) support upside to the $1,130 consensus target, but elevated valuation, legal settlements, and competitive pressures in the storage market present significant risks. Cash flow volatility and debt levels require monitoring for sustained growth.
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 →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 →