Nebius Group N.V. (NBIS)
| Market Cap | 24.90B |
| Revenue (ttm) | 363.30M |
| Net Income (ttm) | 218.10M |
| Shares Out | 251.81M |
| EPS (ttm) | 0.94 |
| PE Ratio | 105.12 |
| Forward PE | n/a |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 15,475,799 |
| Open | 101.09 |
| Previous Close | 99.29 |
| Day's Range | 93.10 - 102.40 |
| 52-Week Range | 18.31 - 141.10 |
| Beta | 1.17 |
| Analysts | Buy |
| Price Target | 152.00 (+53.74%) |
| Earnings Date | Feb 19, 2026 |
About NBIS
Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel. The company offers Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. It also provides Toloka, a data partner for various stages of generative AI development; TripleTen, an edtech platform for re-skilling individuals for careers in technolgy; and Avride, which develops autonomous driv... [Read more]
Financial Performance
Financial StatementsAnalyst Summary
According to 7 analysts, the average rating for NBIS stock is "Buy." The 12-month stock price target is $152.0, which is an increase of 53.74% from the latest price.
News
Alger Mid Cap Focus Fund Q4 2025 Portfolio Update
Exact Sciences Corporation, Natera, Inc., and Guardant Health, Inc. were among the top contributors to performance. Roblox Corp., Robinhood Markets, Inc., and Nebius Group were among the top detractor...
Nebius Is Past The Narrative Phase
2026 shifts Nebius from a vision-driven story to an execution-driven model, where revenue is determined by delivery speed, not new deal wins. Unlike CoreWeave-style models, Nebius prioritizes contract...
Nebius Is My Number One Stock For 2026, But Not For The Reason You Think
Nebius is my top stock pick for 2026. It is positioned to benefit as AI commoditizes traditional SaaS, shifting value to scalable GPU infrastructure with durable demand. Analysts project NBIS revenue ...
Alger Capital Appreciation Fund Q4 2025 Portfolio Update
Class A shares of the Alger Capital Appreciation Fund underperformed the Russell 1000 Growth Index during the fourth quarter of 2025. Alphabet Inc., Western Digital Corporation, and Natera, Inc. were ...
Nebius: I Was All Wrong About AI Infrastructure Demand (Upgrade)
Nebius Group N.V. (NBIS) is upgraded to 'Buy' after massive validation wins and deepening Nvidia partnerships, which positions NBIS as a five-star AI infrastructure player. AI infrastructure demand is...
Nebius: When Betting The Farm Leads To A Surge
Nebius Group N.V. maintains a Buy rating, driven by explosive AI datacenter demand and a $20+ billion backlog anchored by Meta and Microsoft contracts. NBIS stock trades at a ~1,300% premium to sector...
Alger Spectra Fund Q4 2025 Portfolio Update
Class A shares of the Alger Spectra Fund underperformed the Russell 3000 Growth Index during the fourth quarter of 2025. Alphabet Inc., Natera, Inc., and Cidara Therapeutics, Inc. were among the top c...
Nebius: How Microsoft And Meta Deals Are Powering AI Expansion
Nebius is one of the most ambitious projects on the market, with its full growth potential still ahead. Massive contracts with Meta and Microsoft provide the foundation for scaled growth in AI. The co...
MoneyShow's Best Investment Ideas For 2026: Part 6
MoneyShow presents top investment ideas for 2026 from their contributors. This year's edition presents a mix of metals plays, financial stocks, deep value names, high-octane growth and tech stocks, an...
Microsoft, Nebius, IREN And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
Retail investors talked up five hot stocks this week (Jan. 12 to Jan. 16) on X and Reddit's r/WallStreetBets, driven by retail hype, AI buzz, and corporate news flow.
TSMC Blowout Q4 Starts A Chain Reaction — CoreWeave, Nebius Lead The FOMO Flood
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM) posted a blowout Q4 earnings report on Thursday and sent a clear signal to the markets: AI demand is strong and growing.
Nebius Is Entering The Hardest Phase
Nebius Group N.V. has consolidated after a parabolic 2025 re-rating, rebounding ~20%, with primary uptrend intact above long-term averages. Meta's Meta Compute validates long-duration AI infrastructur...
Nebius: Don't Miss It While It's Cheap
Nebius is rated "Buy", with long-term growth underpinned by sold-out capacity and robust demand from hyperscaler agreements. NBIS' revenues are constrained by energizable supply, not demand, with 2.5 ...
Nebius: The Bottom May Be In - But When Do We Sell? (Technical Analysis)
Nebius Group N.V. stock may have put in a bottom. There's room for NBIS stock to run to over $150. Execution and bottleneck risks threaten the bull thesis.
Why Nebius Stock's 200% Rise Is Only The Beginning
Nebius (NBIS) stock surged 10% on January 12th after receiving an analyst upgrade and news about early adoption of the NVIDIA Rubin platform. More notably, it has risen 200% over the past twelve month...
Nebius: Why This Stock Is My Largest Holding
Nebius Group N.V. stock is still below 52-week highs. NBIS's vertical integration, software-first approach, and disciplined financial management create a durable moat versus hardware-centric peers. In...
Nebius: Consolidation Is Ending, And The Market Still Looks Asleep
The selloff from the October highs is unwarranted. Near and mid term growth prospects for Nebius remain intact. In fact, they were revised upwards after Q3 earnings. The confirmation that NBIS will be...
Nebius to Offer NVIDIA Vera Rubin NVL72 in US and Europe From H2 2026
AMSTERDAM--(BUSINESS WIRE)--Nebius (NASDAQ: NBIS) will deploy the NVIDIA Rubin platform through Nebius AI Cloud and Nebius Token Factory, unlocking next-generation reasoning and agentic AI capabilitie...
Nebius: The Case For The 'Neutral' AI Platform
Nebius is rated a strong buy, leveraging a software-driven moat and Nvidia GPU partnerships to disrupt hyperscalers and capitalize on AI infrastructure demand. NBIS's open-source Soperator and Papyrax...
Nebius: Not Time To Take The Foot Off The Throttle
Nebius is a bet on monetizing AI compute scarcity faster than hyperscalers can internalize incremental capacity. The re-rating is driven by execution moats—time-to-capacity, contracted demand, and spe...
Nebius: Valuation Has Reset As Bad News Priced In (Upgrade)
Nebius Group N.V. is upgraded to a Speculative Buy as the bullish narrative is now looking a lot more enticing after the valuation reset. NBIS must accelerate its transition to a full-stack AI cloud, ...
Nebius: Ratings Upgrade; No Longer Bearish
Nebius Group is well-positioned for strong 2026 performance, driven by large AI infrastructure contracts with Meta and Microsoft. NBIS demand remains robust, with all available capacity sold out in Q3...
2026 Outlook: Why 3.1 Is A Game-Changer For Nebius
Nebius AI Cloud 3.1 rollout marks a transformative leap in enterprise AI infrastructure, integrating Nvidia Blackwell and proprietary operational, developer, and governance enhancements. NBIS's propri...
Nebius: A Gift That Will Keep On Giving
Nebius Group N.V. has explosive revenue and ARR growth fueled by AI infrastructure investments. The NBIS ARR is projected to reach $7–$9B by the end of next year but comes at the expense of shareholde...