Nebius Group NV vs Toast Inc. Class A Common Stock — how do they compare? Nebius Group NV trades at $177.9 (market cap $50.57B), while Toast Inc. Class A Common Stock trades at $31.12 (market cap $17.25B). The key difference: Nebius Group NV is far larger — about 2.9× Toast Inc. Class A Common Stock's market cap, and Nebius Group NV is more actively traded (33,609,105 versus 10,274,535). Which is the better fit depends on your goals — on Pluang, investors hold Nebius Group NV for 25 Days and Toast Inc. Class A Common Stock for 0 Days on average.
| NBIS | TOST | |
|---|---|---|
Market Cap | $50.57B | $17.25B |
Volume | 33,609,105 | 10,274,535 |
Sector | Technology | Technology |
52-Week High | $286.69 | $39.02 |
52-Week Low | $73.87 | $22.33 |
Typical Hold Time | 25 Days | 0 Days |
Enterprise Value | $52.70B | $15.50B |
Signals from Pluang's Aura AI — not financial advice
NBIS is trading at $166.02, down 19.74% in the last session amid bearish technical signals. The stock shows mixed fundamentals with strong revenue growth projections but concerning profitability metrics, including a net margin of just 3.13% and a high P/E ratio of 715. Recent earnings have shown improvement with two consecutive beats, while analyst sentiment remains overwhelmingly positive with 82% buy ratings and a $288.67 consensus target.
The outlook balances strong AI infrastructure growth potential against significant valuation and execution risks. While the company's $37 billion backlog and strategic partnerships with Meta and Nvidia provide upside catalysts, high capital expenditures and negative cash flow from investing activities raise concerns about financial sustainability in a competitive cloud market.
Toast (TOST) trades at $30.89, down 1.37% on the day, with neutral technical indicators showing support at $30 and resistance at $32. The company demonstrates strong fundamental performance with 23% revenue growth in Q2 2026 to $1.91B and expanding profit margins, though valuation metrics remain elevated with a P/E of 39.1. Recent expansion into convenience stores with Toast Fuel and AI-driven product enhancements signal continued growth initiatives.
The outlook remains positive with 61.8% analyst buy ratings and a $38.22 consensus price target representing 24% upside potential. Key risks include execution challenges in new market segments and competitive pressures in the restaurant technology space, while strong earnings beats and institutional support provide confidence in the growth trajectory.
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 →Toast Inc. provides a cloud-based technology platform for the restaurant industry, combining point-of-sale hardware and software with payment processing, online ordering, payroll, and supplier management tools. The platform serves restaurants ranging from single locations to multi-unit groups across US.
Read more on TOST →