Nebius Group NV vs TransMedics Group Inc — how do they compare? Nebius Group NV trades at $221.45 (market cap $59.73B), while TransMedics Group Inc trades at $78.15 (market cap $2.74B). The key difference: Nebius Group NV is far larger — about 21.8× TransMedics Group Inc's market cap, and Nebius Group NV is trading nearer its 52-week high, TransMedics Group Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Nebius Group NV for 24 Days and TransMedics Group Inc for 24 Days on average.
| NBIS | TMDX | |
|---|---|---|
Market Cap | $59.73B | $2.74B |
Volume | 21,563,700 | 949,331 |
Sector | Technology | Health |
52-Week High | $286.69 | $150.42 |
52-Week Low | $73.87 | $61.99 |
Typical Hold Time | 24 Days | 24 Days |
Enterprise Value | $61.86B | $3.13B |
Signals from Pluang's Aura AI — not financial advice
NBIS trades at $220.95, down 6.8% on the day, with a bearish technical signal and high valuation ratios (P/E of 845.04). The company reported a net income of $82.50M in 2025, but recent quarterly EPS showed mixed results against expectations. Analyst consensus remains strongly bullish with a price target of $288.67, supported by significant revenue growth projections and strategic AI infrastructure deals.
The outlook for NBIS is clouded by high execution risks amid aggressive expansion, negative cash flow from investing, and insider selling. While analyst optimism and AI demand offer upside potential, investors face volatility from valuation concerns and competitive pressures in the cloud infrastructure sector.
TransMedics Group (TMDX) trades at $77.87, down 3.95% on the day, amid a bearish technical signal and recent earnings misses. The company maintains strong profitability with a 22.69% net income margin and 36.28% ROE, though 2026 projections show margin compression. Analyst consensus remains bullish with a $99.75 price target, but sentiment is clouded by multiple legal investigations into fiduciary duties announced in late August and September 2026.
The stock faces near-term pressure from technical weakness and legal overhangs, but solid fundamentals and analyst conviction suggest long-term potential if execution improves. Key risks include ongoing legal scrutiny, margin pressures from heavy investment, and volatility around future earnings reports.
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 →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →