Nebius Group NV vs TeraWulf Inc — how do they compare? Nebius Group NV trades at $221.18 (market cap $59.73B), while TeraWulf Inc trades at $13.65 (market cap $6.81B). The key difference: Nebius Group NV is far larger — about 8.8× TeraWulf Inc's market cap, and Nebius Group NV is trading nearer its 52-week high, TeraWulf Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Nebius Group NV for 24 Days and TeraWulf Inc for 17 Days on average.
| NBIS | WULF | |
|---|---|---|
Market Cap | $59.73B | $6.81B |
Volume | 21,563,700 | 45,841,998 |
Sector | Technology | Financials |
52-Week High | $286.69 | $28.98 |
52-Week Low | $73.87 | $10.99 |
Typical Hold Time | 24 Days | 17 Days |
Enterprise Value | $61.86B | $9.43B |
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.
TeraWulf (WULF) trades at $13.73, down 4.65% today, amid bearish technical signals despite unanimous analyst optimism. The stock shows severe fundamental strain with negative profit margins (-1,179.94% net income margin) and consecutive earnings misses, though revenue remains stable near $168M. Recent news highlights the company's pivot to AI data center operations, with UBS initiating bullish coverage citing long-term power access advantages.
While analyst consensus points to significant upside (average target $34.92), the stock faces substantial execution risks in its AI transition amid persistent cash burn. Investors must weigh Wall Street's optimistic price targets against the company's current negative profitability and high valuation multiples in a competitive infrastructure sector.
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 →TeraWulf develops, owns, and operates fully integrated digital infrastructure powered by predominantly zero-carbon energy. It utilizes a hybrid business model that combines industrial-scale Bitcoin mining with high-performance computing (HPC) and AI hosting, leveraging sustainable power sources like nuclear and hydroelectric to deliver low-cost, energy-efficient data center solutions.
Read more on WULF →