Nebius Group NV vs Wolfspeed Inc — how do they compare? Nebius Group NV trades at $227.43 (market cap $64.47B), while Wolfspeed Inc trades at $31.6 (market cap $1.66B). The key difference: Nebius Group NV is far larger — about 38.8× 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 — on Pluang, investors hold Nebius Group NV for 24 Days and Wolfspeed Inc for 19 Days on average.
| NBIS | WOLF | |
|---|---|---|
Market Cap | $64.47B | $1.66B |
Volume | 17,733,531 | 5,963,473 |
Sector | Technology | Technology |
52-Week High | $286.69 | $73.68 |
52-Week Low | $73.87 | $14.80 |
Typical Hold Time | 24 Days | 19 Days |
Enterprise Value | $66.60B | $2.37B |
Signals from Pluang's Aura AI — not financial advice
NBIS trades at $237.07, down 5.08% on the day, amid mixed technical signals with a bullish moving average trend but neutral oscillators. The company shows strong revenue growth with $529.8M in 2025 revenue and a $37B backlog, though profitability remains challenged with a net margin of 3.13%. Recent news highlights significant AI infrastructure deals with Meta, Nvidia, and Palantir, while analyst consensus remains strongly bullish with 82% buy ratings.
The outlook for NBIS is growth-focused but carries execution risks. The stock offers substantial upside to the $272.70 consensus target, supported by AI infrastructure demand and strategic partnerships. Key risks include high valuation multiples (P/E 912), negative cash flow from investing activities, and insider selling. Investors should weigh the company's rapid expansion against its current profitability challenges and competitive pressures in the AI cloud sector.
Wolfspeed (WOLF) trades at $31.37, down 1.45% on the day, with a bullish technical signal from moving averages. The company shows severe fundamental strain, with a gross profit margin of -16.05% and a net income margin of -212.41% for 2025, though 2026 projections indicate a potential turnaround to slight profitability. Recent news highlights expansion of its 200mm silicon carbide portfolio, positioning it in the growing AI and electrification markets.
The outlook is speculative, with significant upside potential if operational targets are met, but high execution risk persists. Analyst consensus is mixed with a $54.32 price target, suggesting substantial upside from current levels if the company can achieve revenue growth and margin improvement as forecasted.
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 →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 →