Nebius Group NV vs USA Rare Earth Inc. Class A Common Stock — how do they compare? Nebius Group NV trades at $180.85 (market cap $56.24B), while USA Rare Earth Inc. Class A Common Stock trades at $10.18 (market cap $4.23B). The key difference: Nebius Group NV is far larger — about 13.3× USA Rare Earth Inc. Class A Common Stock's market cap, and Nebius Group NV is trading nearer its 52-week high, USA Rare Earth Inc. Class A Common Stock nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Nebius Group NV for 25 Days and USA Rare Earth Inc. Class A Common Stock for 0 Days on average.
| NBIS | USAR | |
|---|---|---|
Market Cap | $56.24B | $4.23B |
Volume | 17,483,721 | 13,677,660 |
Sector | Technology | Basic Materials |
52-Week High | $286.69 | $33.68 |
52-Week Low | $73.87 | $10.32 |
Typical Hold Time | 25 Days | 0 Days |
Enterprise Value | $58.36B | $2.70B |
Signals from Pluang's Aura AI — not financial advice
NBIS trades at $206.86, down 1.52% today, with a bearish technical signal despite recent earnings beats. The stock shows high valuation ratios (P/E 795.62, P/S 42.26) against modest profitability (net margin 3.13%, ROE 0.6%). Recent news highlights AI infrastructure growth potential but also insider selling and competitive risks.
Analyst consensus remains bullish with 82% buy ratings and a $288.67 price target, suggesting 40% upside. Key risks include high capital expenditure, negative cash flow from investing, and dependence on AI demand sustainability. The stock's outlook hinges on execution of its $37B backlog and GPU rental pricing trends.
USA Rare Earth (USAR) trades at $11.265, down 4.7% today and near its 52-week low, reflecting persistent sector pressure. The company shows severe financial strain with a net income margin of -2,159.3% and negative cash flow from operations, though analyst consensus remains unanimously bullish with a $34.57 price target. Recent news highlights strategic investments in a $1.2 billion South Carolina facility and a $2.8 billion Brazil acquisition to build a mine-to-magnet supply chain, positioning it for long-term growth amid U.S. critical mineral initiatives.
The stock presents high risk due to extreme losses and cash burn but offers speculative upside if government funding and project milestones materialize. Key risks include execution challenges, reliance on future financing, and sector volatility. Investors should weigh the bullish analyst outlook against the company's current financial instability and macroeconomic headwinds affecting rare earth markets.
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 →USA Rare Earth is building an integrated rare earth and permanent magnet supply chain spanning mining, metal and alloy production, and magnet manufacturing, with assets including the Round Top heavy rare earth deposit in Texas, a magnet manufacturing facility in Stillwater, Oklahoma, and metal-and-alloy producer Less Common Metals.
Read more on USAR →