Nebius Group NV vs TotalEnergies SE — how do they compare? Nebius Group NV trades at $234.6 (market cap $66.30B), while TotalEnergies SE trades at $91.46 (market cap $200.03B). The key difference: TotalEnergies SE is far larger — about 3× Nebius Group NV's market cap, and TotalEnergies SE pays a 4.7% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals.
| NBIS | TTE | |
|---|---|---|
Market Cap | $66.30B | $200.03B |
Sector | Technology | Energy |
52-Week High | $286.69 | $93.60 |
52-Week Low | $73.87 | $57.39 |
Enterprise Value | $68.43B | $231.02B |
Dividend Yield | — | 4.7% |
Signals from Pluang's Aura AI — not financial advice
NBIS stock surged 7.73% to $243.88 following a strategic partnership announcement with Palantir as its preferred sovereign AI infrastructure partner. The stock trades near its pivot point of $244 with bullish technical indicators and strong analyst support (80% buy ratings). Despite high valuation multiples (P/E 74.61, P/S 49.83), the company shows improving earnings trends with recent quarterly beats and projected revenue growth from $530M to $1.4B in 2026.
The outlook remains positive with a consensus price target of $291.33 (19% upside), driven by AI infrastructure demand and the Palantir partnership. Key risks include stretched valuations, negative operating cash flow relative to investments, and execution challenges in scaling capacity. The stock presents growth potential but requires careful monitoring of profitability improvements and contract execution.
TotalEnergies (TTE) trades at $90.1, up 1.7% on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $98. Recent earnings show a beat in Q2 2026, and the company is advancing key LNG projects in Papua New Guinea and Angola. Cash flow improved to a positive $358 million in 2025, though revenue has declined from 2022 peaks.
The outlook is positive given analyst support and strategic investments, but risks include volatile oil prices and execution challenges. The stock offers value with a P/E of 11.28 and a 9.08% net margin, supported by a strong dividend history. Investors should weigh growth initiatives against energy market cyclicality.
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 →TotalEnergies is an integrated oil and gas company that explores for, produces, and refines oil around the world. In 2021, it produced 1.5 million barrels of liquids and 7.2 billion cubic feet of natural gas per day. At year-end 2020, reserves stood at 12.1 billion barrels of oil equivalent, 45% of which are liquids. During 2021, it had LNG sales of 42 Mt. The company owns interests in refineries with capacity of nearly 1.8 million barrels a day, primarily in Europe, distributes refined products in 65 countries, and manufactures commodity and specialty chemicals. It also holds a 19% interest in Russian oil company Novatek. At year-end, its gross installed renewable power generation capacity was 10.3 GW.
Read more on TTE →