Nebius Group NV vs Workday Inc — how do they compare? Nebius Group NV trades at $221.3 (market cap $59.73B), while Workday Inc trades at $186.89 (market cap $45.26B). The key difference: Nebius Group NV is the larger of the two by market cap, and Nebius Group NV is trading nearer its 52-week high, Workday Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Nebius Group NV for 24 Days and Workday Inc for 38 Days on average.
| NBIS | WDAY | |
|---|---|---|
Market Cap | $59.73B | $45.26B |
Volume | 21,563,700 | 2,342,190 |
Sector | Technology | Technology |
52-Week High | $286.69 | $245.67 |
52-Week Low | $73.87 | $112.55 |
Typical Hold Time | 24 Days | 38 Days |
Enterprise Value | $61.86B | $45.63B |
Signals from Pluang's Aura AI — not financial advice
NBIS trades at $221.54, down 6.55% today, amid a bearish technical signal. The stock shows strong revenue growth, with 2026 revenue projected at $1.4B, but profitability is thin with a 3.13% net margin. Recent earnings have beaten expectations in Q1 and Q2 2026, while analyst consensus is bullish with an 81.82% buy rating and a $288.67 price target. The company's acquisition of Inferize and alliances with Nvidia and Palantir highlight strategic moves in the AI infrastructure space.
Outlook is mixed: robust growth and analyst optimism contrast with high valuations (P/E 845.04) and negative cash flow from investing. Key risks include execution on expansion, competitive pressures, and sensitivity to AI market dynamics. The stock offers growth potential but requires careful risk assessment given its premium valuation and operational cash burn.
Workday (WDAY) trades at $185.67, up 0.77% with neutral technical signals and strong fundamental momentum. The company has beaten earnings estimates for three consecutive quarters, with Q3 2026 results pending. Revenue growth remains robust, projected to reach $10.2B in 2026, while profitability metrics show improvement. Recent strategic moves include expansion into the UAE market and AI product launches, though layoffs and a fraud investigation present headwinds. Analyst consensus leans bullish with a $202.92 price target, suggesting 9% upside potential from current levels.
WDAY presents a compelling growth story with AI-driven revenue acceleration and expanding profit margins, but faces execution risks amid restructuring and competitive pressures. The stock's premium valuation (P/E 38.25) requires sustained high growth to justify current levels. Institutional sentiment remains positive despite near-term volatility, with the key catalyst being Q3 earnings delivery against expectations of $2.74 EPS.
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 →Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California. Founded in 2005, Workday now employs over 12,000 employees.
Read more on WDAY →