Yahoo Finance·2026-02-20 14:41Group 1: Company Overview - Nebius is a fast-scaling company that builds vertically integrated AI infrastructure for businesses, powered by Nvidia's hardware [2] - UiPath has successfully pivoted into agentic AI and embedded it into its platform, becoming profitable [4] Group 2: Financial Performance - Nebius reported a revenue increase of 547% in Q4 and 479% year-over-year, but remains unprofitable with high capital expenditures [2] - UiPath's revenue grew by 16% year-over-year, and the company anticipates continued revenue growth and increasing cash flow [5] Group 3: Stock Performance and Valuation - Nebius's stock has risen over 114% in the past 12 months, but its current price is considered hard to justify due to execution risks [3][6] - UiPath trades at a deep discount compared to Nebius, making it a more attractive long-term investment option [4][6]