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NBIS vs RUM
Which Stock Would AI Choose? Nebius Group N.V. (NBIS) vs. Rumble Inc. (RUM) Stock Comparison
Key Takeaways
- Nebius Group N.V. (NBIS) has surged 85% YTD and over 600% in the past year, fueled by explosive AI cloud revenue growth exceeding 500% YoY (year-over-year).
- Rumble Inc. (RUM) shows modest YTD gains of 19% but lags with a 33% one-year decline amid revenue contraction and persistent losses.
- NBIS boasts a $39B market cap and strong cash position of $3.7B, contrasting RUM's $1.7B cap and negative gross profit.
- Recent momentum favors NBIS, up 42% in three months on AI infrastructure demand and acquisition talks, while RUM grapples with rising costs.
- Both operate in tech but diverge: NBIS in high-growth AI compute, RUM in video/cloud with profitability challenges.
- Tickeron's AI tools highlight superior trend strength in AI infrastructure plays like NBIS.
Introduction
This stock comparison examines Nebius Group N.V. (NBIS) and Rumble Inc. (RUM), two tech firms navigating distinct paths in the current market. NBIS, an AI infrastructure provider, benefits from surging demand for GPU clusters and cloud services, while RUM, a video-sharing platform with cloud ambitions, focuses on creator monetization amid advertising shifts. Traders seeking exposure to AI growth or alternative media platforms, and investors analyzing relative performance in communication services, will find value in this head-to-head analysis of recent momentum, financials, and market positioning.
NBIS Overview and Recent Performance
Nebius Group N.V. (NBIS), headquartered in Amsterdam, builds full-stack AI infrastructure including large-scale GPU clusters, cloud platforms, and developer tools, alongside data services via Toloka and autonomous tech through Avride. Formerly Yandex N.V., it rebranded in 2024 to focus on global AI outside Russia. In recent market activity, NBIS shares have skyrocketed, gaining 85% YTD and over 600% in the past year, with a 42% rise in the last three months. This momentum stems from robust AI cloud revenue growth surpassing 500% YoY (TTM revenue $530M), NVIDIA partnerships, and talks to acquire AI21 Labs for full-stack expansion. Sentiment has shifted positively on capacity buildouts in Finland and the U.S., though high capex (debt $4.9B) tempers gains amid volatile AI hype.
RUM Overview and Recent Performance
Rumble Inc. (RUM), based in Florida, operates a video-sharing platform with livestreaming, advertising, and a crypto wallet, plus Rumble Cloud for compute and storage. Founded in 2013, it emphasizes creator monetization through subscriptions, PPV (pay-per-view), and sponsorships. Recent weeks have seen mixed results, with shares up 19% YTD but down 33% over the past year, trading near the low end of a $4.62-$10.99 range. Performance reflects Q4 revenue of $27M (full-year TTM $101M, -10.5% quarterly growth YoY), user expansion to 52M MAUs (monthly active users), but rising expenses, cash burn, and negative EBITDA (-$98M). CFO changes and AI cloud pushes influence cautious sentiment, offset by ad marketplace growth.
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Head-to-Head Comparison
Nebius Group N.V. (NBIS) and Rumble Inc. (RUM) both compete in internet content and information but diverge sharply in business models: NBIS leverages AI infrastructure with GPU-centric growth drivers, while RUM prioritizes video platform monetization via ads and cloud IaaS (infrastructure as a service). Recent momentum starkly contrasts—NBIS up 85% YTD on 500%+ revenue acceleration versus RUM's 19% YTD amid -10.5% quarterly sales dip. Risk factors include NBIS's heavy debt and capex for data centers versus RUM's negative margins and competition from Big Tech platforms. Sector exposure favors NBIS in booming AI compute (P/S 69x, market cap $39B) over RUM's media niche (P/S 10x, $1.7B cap), with market sentiment buoyed by NBIS partnerships but tempered for RUM by execution hurdles.
Tickeron AI Verdict
Tickeron’s AI currently favors Nebius Group N.V. (NBIS) over Rumble Inc. (RUM), based on superior trend consistency, 500%+ revenue momentum, and catalysts like NVIDIA alliances and AI21 acquisition talks. NBIS's positioning in high-demand AI infrastructure offers probabilistic edge in stability and growth relative to RUM's slower ad/cloud trajectory amid losses.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NBIS is a Hold and RUM is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
NBIS’s FA Score shows that 2 FA rating(s) are green whileRUM’s FA Score has 0 green FA rating(s).
- NBIS’s FA Score: 2 green, 3 red.
- RUM’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
NBIS’s TA Score shows that 4 TA indicator(s) are bullish while RUM’s TA Score has 4 bullish TA indicator(s).
- NBIS’s TA Score: 4 bullish, 4 bearish.
- RUM’s TA Score: 4 bullish, 7 bearish.
Price Growth
NBIS (@Internet Software/Services) experienced а +9.05% price change this week, while RUM (@Internet Software/Services) price change was -12.26% for the same time period.
The average weekly price growth across all stocks in the @Internet Software/Services industry was -1.19%. For the same industry, the average monthly price growth was -5.53%, and the average quarterly price growth was -11.67%.
Reported Earning Dates
NBIS is expected to report earnings on Jul 29, 2026.
RUM is expected to report earnings on Aug 17, 2026.
Industries' Descriptions
@Internet Software/Services (-1.19% weekly)Companies in this industry typically license software on a subscription basis and it is centrally hosted. Such products usually go by the names web-based software, on-demand software and hosted software. Cloud computing has emerged as a major force in this space, making it possible to save files to a remote database (without requiring them to be saved on local storage device); as long as a device has access to the web, it can access the data and the software programs to run it. This has in many cases facilitated cost efficiency, speed and security of data for businesses and consumers. Alphabet Inc., Facebook, Inc. and Yahoo! Inc. are some well-known names in the internet software/services industry.
| NBIS | RUM | NBIS / RUM | |
| Capitalization | 72B | 1.88B | 3,840% |
| EBITDA | 1.51B | -92.95M | -1,627% |
| Gain YTD | 238.821 | 7.595 | 3,144% |
| P/E Ratio | 109.50 | N/A | - |
| Revenue | 878M | 102M | 861% |
| Total Cash | 9.3B | 219M | 4,246% |
| Total Debt | 9.5B | 1.58M | 602,156% |
NBIS | ||
|---|---|---|
OUTLOOK RATING 1..100 | 40 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 10 | |
SMR RATING 1..100 | 55 | |
PRICE GROWTH RATING 1..100 | 34 | |
P/E GROWTH RATING 1..100 | 23 | |
SEASONALITY SCORE 1..100 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| NBIS | RUM | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 70% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 77% | 2 days ago 80% |
| Momentum ODDS (%) | 2 days ago 90% | 2 days ago 69% |
| MACD ODDS (%) | 2 days ago 90% | 2 days ago 77% |
| TrendWeek ODDS (%) | 2 days ago 90% | 2 days ago 76% |
| TrendMonth ODDS (%) | 2 days ago 90% | 2 days ago 77% |
| Advances ODDS (%) | 6 days ago 83% | 28 days ago 70% |
| Declines ODDS (%) | 16 days ago 75% | 7 days ago 80% |
| BollingerBands ODDS (%) | 2 days ago 84% | 2 days ago 85% |
| Aroon ODDS (%) | 2 days ago 87% | 2 days ago 83% |
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| IWFL | 58.45 | 1.62 | +2.85% |
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NBIS and
Correlation & Price change
A.I.dvisor indicates that over the last year, NBIS has been loosely correlated with YELP. These tickers have moved in lockstep 36% of the time. This A.I.-generated data suggests there is some statistical probability that if NBIS jumps, then YELP could also see price increases.
| Ticker / NAME | Correlation To NBIS | 1D Price Change % | ||
|---|---|---|---|---|
| NBIS | 100% | -1.07% | ||
| YELP - NBIS | 36% Loosely correlated | -1.79% | ||
| RUM - NBIS | 33% Poorly correlated | -7.61% | ||
| SOGP - NBIS | 29% Poorly correlated | -9.79% | ||
| DJT - NBIS | 29% Poorly correlated | -4.36% | ||
| BILI - NBIS | 29% Poorly correlated | -2.53% | ||
More | ||||
RUM and
Correlation & Price change
A.I.dvisor indicates that over the last year, RUM has been loosely correlated with BTDR. These tickers have moved in lockstep 40% of the time. This A.I.-generated data suggests there is some statistical probability that if RUM jumps, then BTDR could also see price increases.
| Ticker / NAME | Correlation To RUM | 1D Price Change % | ||
|---|---|---|---|---|
| RUM | 100% | -7.61% | ||
| BTDR - RUM | 40% Loosely correlated | -2.79% | ||
| SNAP - RUM | 39% Loosely correlated | -0.64% | ||
| DJT - RUM | 39% Loosely correlated | -4.36% | ||
| PSQH - RUM | 38% Loosely correlated | +1.46% | ||
| EVCM - RUM | 37% Loosely correlated | -2.68% | ||
More | ||||