Nebius Group NV vs Seagate Technology Holdings PLC — how do they compare? Nebius Group NV trades at $249.6 (market cap $49.06B), while Seagate Technology Holdings PLC trades at $883.48 (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 $879.11, up 9.79% in 24 hours, reflecting strong momentum driven by AI storage demand. The stock shows a neutral technical signal with support near $803 and resistance at $833. Recent earnings beats and a projected 2026 net income margin of 26.1% highlight robust fundamentals, though elevated valuation ratios like a P/E of 59.03 warrant caution. Positive analyst sentiment, with 55% buy ratings and a consensus price target of $1,130, underscores growth optimism amid AI-driven data center expansion.
Outlook: STX benefits from AI storage tailwinds and disciplined supply, but high debt and valuation pose risks. The stock offers growth potential if execution continues, yet volatility from memory market cycles and competitive pressures requires monitoring. Investor focus remains on HAMR technology adoption and sustained margin improvement.
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 →