Nebius Group NV vs Wolfspeed Inc — how do they compare? Nebius Group NV trades at $234.35 (market cap $65.34B), while Wolfspeed Inc trades at $26.97 (market cap $1.42B). The key difference: Nebius Group NV is far larger — about 46× Wolfspeed Inc's market cap, and Nebius Group NV is trading nearer its 52-week high, Wolfspeed Inc nearer its low. Which is the better fit depends on your goals.
| NBIS | WOLF | |
|---|---|---|
Market Cap | $65.34B | $1.42B |
Sector | Technology | Technology |
52-Week High | $286.69 | $73.68 |
52-Week Low | $73.87 | $1.21 |
Enterprise Value | $67.47B | $2.13B |
Signals from Pluang's Aura AI — not financial advice
NBIS stock trades at $243.88, up 7.73% on the day, driven by a strategic partnership with Palantir for sovereign AI infrastructure, as reported by Benzinga on September 8, 2026. The stock shows bullish technical signals with strong moving average support and a consensus analyst price target of $300.43. Revenue growth is projected to surge from $530 million in 2025 to $1.4 billion in 2026, though net income margins are thin at 3.13%.
The outlook is positive due to high AI demand and analyst optimism, with 80% buy ratings. Risks include elevated valuation multiples, such as a P/E of 74.61, and execution challenges in scaling infrastructure. Investors should weigh growth potential against profitability concerns and market volatility.
Wolfspeed (WOLF) trades at $28.88, up 1.87% on the day, with a bullish technical signal from moving averages but neutral oscillators. The company reported a significant net loss of -$1.61 billion in 2025, with negative gross and net income margins, though 2026 projections show a potential return to profitability. Recent news highlights an ongoing law firm investigation and mixed quarterly results, with AI data center revenue growth offset by broader financial challenges.
The outlook remains speculative; AI-driven demand offers growth potential, but persistent losses, high debt costs, and legal scrutiny pose substantial risks. Analyst consensus is mixed with a $27.50 price target slightly below the current price, indicating cautious optimism amid operational headwinds.
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 →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →