Nebius Group N.V. (NBIS) — the peer cohort

As of 2026-11-10 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.

Nebius Group N.V. ranks 16 of 16 in its cohort on the Closelooknet composite (42/100) — the cohort is led by ASML Holding N.V. at 67/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
NBIS Nebius Group N.V.	42	32	20	23	bull	52.8%
ASML.AS ASML Holding N.V.	67	51	87	35	bull	22.8%
SGE.L Sage Group PLC	63	88	83	51	watch	4.2%
SAN.PA Sanofi SA	63	75	69	63	bull	0.7%
TEMN.SW Temenos Group AG	63	70	90	41	watch	10.5%
SAP.DE SAP SE	62	92	76	33	watch	11.9%
WKL.AS Wolters Kluwer N.V.	62	88	83	63	watch	22.9%
PATH Uipath Inc	61	56	59	51	bear	34.6%
REL.L Relx PLC	60	80	84	53	watch	16%
SECT-B.ST Sectra AB (publ)	60	82	67	10	neutral	8.8%
VWS.CO Vestas Wind Systems A/S	58	67	49	36	bull	6%
HEXA-B.ST Hexagon AB (publ)	56	77	66	41	neutral	10.9%
ASM.AS ASM International NV	55	25	74	35	bear	38.4%
META Meta Platforms Inc.	63	67	80	39	bull	17.8%
RDDT Reddit, Inc.	62	12	85	54	bull	61.7%
TME Tencent Music Entertainment Group	58	38	65	83	info	56.3%

Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.

FAQ · from the current data · as of 2026-11-10

Quick answers

Who are Nebius Group N.V.'s peers in the Closelooknet universe?

The cohort is drawn from shared Closelooknet index membership first, then sector: ASML Holding N.V. (ASML.AS), Sage Group PLC (SGE.L), Sanofi SA (SAN.PA), Temenos Group AG (TEMN.SW), SAP SE (SAP.DE), Wolters Kluwer N.V. (WKL.AS), Uipath Inc (PATH), Relx PLC (REL.L) and others, as of 2026-11-10.

How does NBIS score against its peers?

Nebius Group N.V.'s composite reads 42/100, ranking 16 of 16 in its cohort as of 2026-11-10; the cohort's highest composite is ASML Holding N.V. at 67/100. Closelooknet scores are research diary readings, not ratings or advice.

Mentioned on Closelooknet

Where NBIS appears in the diary — 35 pieces, newest first. Every link is our own writing.

Go deeper

Agentic Infrastructure Software: The Orchestration LayerFoundation models, compute middleware, and the platforms enabling autonomous AI agents at scale.Dossier · $39 one-time, or included in C+

Long reads

Agentic Infrastructure Software: The Orchestration LayerDossier · $39 · 24 Feb 2026Together AI · Fireworks · Anyscale (Ray Serve) · Replicate · Modal · CoreWeave · Nebius (NBIS) Data Platforms & Vector Storage Layer 2 — The Memory Layer This is the persistence bottleneck — the single most critical infrastructure gap for…
Portfolio Construction — Build a Barbell · Closelooknet Heresy IIIHeresy · 16 May 2026Live cohort as of May 2026: COHR · CRWV · GLW · INTC · IREN · LITE · MRVL · NBIS · NOK · SNPS.
Pattern 03 — NVIDIA Strategic Authority InvestmentReport · 12 May 2026The 16-Event Timeline (2023-07-12 → 2026-05-12) 2024 2025 2026 RXRX 23-07 ARM 23-09 APLD 24-09 NBIS 24-12 MRVL 25-03 CRWV 25-03 INTC 25-09 NOK 25-10 SNPS 25-12 LITE COHR 26-03 IREN 26-05 GLW 26-05 exit RXRX exit APLD exit ARM Tier 1 …
Nvidia’s Equity Stakes — Follow the Wise Men, Pattern 03 PreviewWeekly Signal · 10 May 2026Nebius has risen from $20 in late 2024 to a $200 peak earlier this month, and is now at $177.05 after a 4% pullback on Friday.

101 and glossary

Alt-Hyperscalers: Why CoreWeave, Nebius, and Lambda Labs Matter101A new class of cloud providers — CoreWeave, Nebius (ex-Yandex), Lambda Labs, Together AI, and others — is challenging the AWS/Azure/GCP oligopoly by offering what the hyperscalers cannot or will not: bare-metal GPU access without…
Sovereign AI: The National Compute Arms Race and Its Investment Map101The investment implications span from NVIDIA (selling DGX Cloud to governments globally) to Nebius (Yandex spin-off building European sovereign cloud) to Dell and HPE (on-premises AI infrastructure for nations with data residency…

Dailies

Inflation — Prices Rise 0.4%, the 10-Year Yield Hits 5% and Nvidia Slides Another 6%Midday 10 · 10 Nov 2026Nebius falls 4.7% to 134.77 and IREN 7.8% to 19.74.
Chips — Up 6% Without Nvidia: AMD Jumps 11%, Broadcom 8%, Nvidia Slides 6%Midday 10 · 9 Nov 2026AI clouds and space — Nebius up 7%, Rocket Lab 12%
AI Builders — Chips Bounce 4%, AMD Jumps 10% and IREN 20% After a Strong Jobs ReportMidday 10 · 6 Nov 2026The other AI clouds follow: Nebius +8.0% to 129.96, CoreWeave +4.6% to 45.65.
AI Build-Out — Chip Stocks Sink 8%, Nasdaq Drops 4% and the Fear Gauge Jumps 43%Midday 10 · 5 Nov 2026AMD falls 13.5% two days after strong results, Vertiv 12.9% and Nebius 14.2%.
AI Trade — Chips Bounce 3% Before AMD; Apple, Palantir and Shopify Slip After Their ReportsMidday 10 · 3 Nov 2026The companies that rent out AI servers bounce with it: IREN gains 8.9%, Nebius 6.8% and CoreWeave 4.6%, after losing 47.3%, 41.8% and 44.0% in the month to Monday.
Big Tech Week — Brazil ETF −15% on Lula's win, Musk calls a neocloud die-off, Kospi −1.5%; verdicts tonightMorning 10 · 26 Oct 2026Elon Musk, announcing $40 billion of SpaceX debt for GPUs, posted that the 200-plus neocloud companies face 'guppy-level death' and consolidation as debt markets shut on them — CoreWeave and Nebius fell 2.3% in overnight trading.
Chips — one day of bounce, then Asia sells it: Kospi −4.3%, SK Hynix −5.3%, Nasdaq futures lowerMorning 10 · 20 Oct 2026Workday gained 2.3%, the AI cloud provider Nebius 2.9%.
Hypergrowth — Calls Bought Back After a 25% SlideDaily Pulse · 17 Oct 2026On Friday Hypergrowth wrote seven lines: it bought back short calls on ASE, Nebius and Rocket Lab after a week in which all three stocks fell 15 to 26 percent, sold 100 of its 500 ASE shares, rolled the Rocket Lab calls further out, and…

Related in the Closelooknet universe

same Closelooknet index seat first, then Internet Content & Information. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.