Nebius Group N.V. (NBIS)
| Market Cap | 20.97B |
| Revenue (ttm) | 363.30M |
| Net Income (ttm) | 218.10M |
| Shares Out | 251.81M |
| EPS (ttm) | 0.94 |
| PE Ratio | 169.07 |
| Forward PE | n/a |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 34,971,725 |
| Open | 85.55 |
| Previous Close | 84.64 |
| Day's Range | 78.21 - 88.74 |
| 52-Week Range | 18.31 - 141.10 |
| Beta | 1.12 |
| Analysts | Strong Buy |
| Price Target | 157.20 (+88.81%) |
| Earnings Date | Nov 11, 2025 |
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 6 analysts, the average rating for NBIS stock is "Strong Buy." The 12-month stock price target is $157.2, which is an increase of 88.81% from the latest price.
News
Nebius: Why I Am Going All-In
Nebius is positioned for explosive growth, driven by soaring AI spending and major deals with Microsoft and Meta for GPU infrastructure services. NEBIUS posted 355% YoY revenue growth in Q3-25 and pro...
Nebius Stock: With Great Volatility Comes Great Opportunity (Rating Upgrade)
Nebius Group N.V. shares have fallen 35% from recent highs. NBIS stock has been caught up in a broader AI selloff. While volatility lies ahead, I think NBIS is a long-term winner.
Why Aggressive Growth Investors Should Seize The Opportunity With Nebius
Nebius is a rebranded international AI-cloud company spun off from Yandex, now focused on global growth and innovation. NBIS shares surged post-relisting but dropped after Q3 2025 earnings missed expe...
Big Tech's $405B Bet: Why AI Stocks Are Set Up For A Strong 2026
The latest quarter showed a 19% QoQ increase in Big Tech spending, confirming continued conviction in the build-out of AI infrastructure. Capital spending for the AI buildout has risen 44.6% from init...
Jim Cramer: This Communication Services Stock Is 'Too Speculative'
Nebius Group N.V. (NASDAQ: NBIS) is losing money and is “too speculative,” according to Jim Cramer.
IREN, Riot, Cipher, Other HPC Stocks Climb After Nvidia's Blockbuster Q3 Report
Shares of AI data center and high-performance computing stocks are climbing after Wednesday's closing bell following a blockbuster third-quarter earnings report from NVIDIA Corp. (NASDAQ: NVDA).
Nebius Group: Buy The Dip In This Quiet Giant In AI Hyperscaling
Nebius Group N.V. (NBIS) is a standout AI/cloud hyperscaler, surging 211% YTD, driven by major contracts with Microsoft and Meta. NBIS's $3 billion Meta deal and deep Nvidia partnership underscore rob...
Alger Concentrated Equity ETF Q3 2025 Portfolio Update
The Alger Concentrated Equity ETF outperformed the Russell 1000 Growth Index during the third quarter of 2025. NVIDIA Corporation (NVDA), Nebius Group N.V. (NBIS) and Astera Labs, Inc. (ALAB), were am...
Nebius (NBIS) Pops Today: What's Going On With This AI Stock?
Nebius Group NV (NASDAQ: NBIS) shares are trading higher on Tuesday afternoon, rebounding after last week's sharp sell-off that followed a mixed third-quarter report and dilution worries. Here's what ...
Nebius: Valuation Update After Q3 Results -- Raising Price Target To $147
Nebius Group N.V. shares fell sharply despite a strong quarter, highlighted by a $3B Meta contract and robust AI segment growth. NBIS raised CapEx guidance and announced a 25M share ATM program, spook...
Nebius: Wall Street's Blind Spot
Nebius Group N.V. faces extreme demand overflow, with Q3 pipeline soaring 70% QoQ to $4B, far exceeding current energizable capacity. Microsoft's $17–19.4B deal and Meta's $3B contract are capped by p...
Nebius's Dip Could Be The Next Big Setup
Nebius reported 355% year-over-year revenue growth to $146 million, driven by hyperscaler and enterprise demand for GPU compute power. Adjusted EBITDA loss improved 89% to -$5.2 million, with core inf...
Nebius: Major ARR Uplift, Path To Profitability, Strong Buy
Nebius delivered 355% Y/Y revenue growth in Q3, driven by surging AI infrastructure demand. The AI computing platform is set for a massive ARR uplift, with guidance of $7-9B next year, outpacing rival...
Alger SICAV - Alger Small Cap Focus Fund Q3 2025 Portfolio Update
Nebius Group N.V. (NBIS), Talen Energy Corp (TLN), and Tutor Perini Corporation (TPC) were among the top contributors to performance. Wingstop, Inc. (WING), Portillo's, Inc. (PTLO), and Vertex, Inc. (...
Nebius: A Steal After AI Meltdown - Rating Upgrade To Buy
The much-needed meltdown is finally here, as the Q3'25 earnings season brings forth valuation fears and the popping of the AI bubble across the value chain. Nebius' ability to monetize the AI boom is ...
Alger Dynamic Opportunities Fund Q3 2025 Portfolio Review
Class A shares of the Alger Dynamic Opportunities Fund underperformed the S&P 500 Index during the third quarter of 2025. Long positions AppLovin Corp., Nebius Group N.V., and Talen Energy Corp were a...
Nebius Group: Buy The Emerging Power Of The AI Cloud
Nebius Group's Q3 2025 revenue reached $146 million, up 355% year over year, with 90% coming from the core infrastructure segment. NBIS signed major agreements with Microsoft ($17–19B) and Meta ($3B),...
Nebius Q3: There's No AI Bubble
Nebius delivered exceptional Q3 results, with 355% YoY revenue growth and strong guidance for $7-$9 billion ARR by the end of 2026. Despite a slight revenue miss and dilution risk from a share offerin...
Nebius: ARR Could Grow 8x Between Year-End '25 - '26
The contracted hyperscaler deals (Microsoft $17.8B, Meta $2.9B) and 2026 ARR guidance of $7–9B make the recent 18% post-earnings selloff look unjustified. Q3 looked solid to me: revenue grew 39% qoq t...
Nebius: Extraordinary Growth, Extraordinary Valuation
Nebius is rapidly expanding its AI infrastructure, securing major deals with Meta and Microsoft, and launching innovative cloud platforms. NBIS's asset-heavy, capital-intensive model requires discipli...
Nebius Group Shares: Why The Rally May Not Hold Up
Ever since April this year, Nebius Group's (NASDAQ:NBIS) stock has staged a steep rally, soaring from the lows of $18 to as high as $140. However, when this move is analyzed under the lens of the Adhi...
Nebius: Sold-Out Data Centers And $20B Potential Revenue
Nebius is rated a buy, driven by robust demand for AI infrastructure, major hyperscaler contracts, and strategic capacity expansion. NBIS's Q3'25 results highlight sold-out data center capacity, stron...
Morgan Stanley's Stephen Byrd: Data centers will face 20% energy shortfall through 2028
Stephen Byrd, Morgan Stanley global head of thematic research, joins CNBC's 'Money Movers' to discuss outlooks on energy demand as AI buildouts ramps up across the U.S.
The Real Reason This Analyst Still Calls Nebius His Favorite Neocloud Player
Nebius Group N.V. (NASDAQ:NBIS) is accelerating its global data center expansion, unveiling plans to more than double capacity by 2026 as surging demand for AI compute drives a dramatic step-change in...
Nebius: Overlooked For Its Global Positioning Amid U.S. AI Concentration
Nebius Group N.V.'s focus on multi-regional infrastructure offers U.S. Big Tech and other critical enterprises the potential for cyclically resilient cash flows due to diversified power access and few...