Nebius Group N.V. (NBIS)
| Market Cap | 16.77B |
| Revenue (ttm) | 249.30M |
| Net Income (ttm) | 243.50M |
| Shares Out | 238.71M |
| EPS (ttm) | 1.02 |
| PE Ratio | 88.15 |
| Forward PE | n/a |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 21,552,627 |
| Open | 69.90 |
| Previous Close | 68.78 |
| Day's Range | 69.16 - 75.96 |
| 52-Week Range | 14.09 - 75.96 |
| Beta | 1.12 |
| Analysts | Strong Buy |
| Price Target | 67.50 (-3.9%) |
| Earnings Date | Aug 7, 2025 |
About ALTR
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]
Analyst Summary
According to 4 analysts, the average rating for NBIS stock is "Strong Buy." The 12-month stock price target is $67.5, which is a decrease of -3.90% from the latest price.
News
Nebius: Rising Cloud Superpower
Nebius is a strong buy, combining hyperscale AI infrastructure, rapid revenue growth, and a software-first culture inherited from Yandex. Unique cost advantages from Nordic locations, green energy, an...
Nebius Likely Hit Peak GPU Capacity (Rating Downgrade)
Nebius delivered strong Q2 results, nearly doubling revenues and achieving breakeven adjusted EBITDA ahead of expectations, prompting management to raise ARR targets to ~$1B. Shares surged 33% after e...
Nebius Delivers Excellent Revenue Growth, But Can It Sustain The Momentum? (Rating Upgrade)
I upgrade Nebius to Buy, as strong industry growth and execution outweigh my previous valuation concerns. Q2 2025 results showed 625% YoY revenue growth, robust ARR guidance, and aggressive capacity a...
Nebius Surges After Booming Q2 Results And I'm Staying Long
Nebius Group N.V. is one of the most exciting AI companies on the public market right now—Q2 results proved it so. Management raised guidance and reached early EBITDA positivity in core operations. A ...
CoreWeave Faces a Wave of Doubt. Rival Nebius Is Helping Lift the Mood.
CoreWeave has fallen by roughly a third since its June peak. Strong earnings from fellow AI cloud company Nebius could soothe the pain.
Nebius Group N.V. (NBIS) Q2 2025 Earnings Call Transcript
Nebius Group N.V. (NASDAQ:NBIS) Q2 2025 Earnings Conference Call August 7, 2025 8:00 AM ET Company Participants Andrey Korolenko - Chief Product & Infrastructure Officer Arkady Volozh - Founder, CEO ...
Nebius Group: The New AI Champion
Nebius Group N.V. remains a long-term buy due to hypergrowth in AI infrastructure, with Q2 revenue up 625% year-over-year and strong recurring revenue outlook. Despite high operating costs and ongoing...
Nebius Group: The Post-Earnings Surge Is Just The Ignition Sequence
Nebius Group N.V.'s Q2 results smashed expectations, with 625% YoY revenue growth and strong AI demand, driving the stock up huge. Management raised its full-year ARR guidance to over $900 million, si...
Nebius Q2 Earnings: Growth Rates Matter
Nebius Group N.V. delivered over 600% YoY revenue growth in Q2, exceeding expectations and revising ARR guidance upward, signaling robust demand for its AI infrastructure services. Aggressive global c...
Nebius Reports Second Quarter Financial Results and Raises ARR Guidance for 2025
AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (NASDAQ: NBIS), a leading AI infrastructure company, today announced its unaudited financial results for the second quarter ended June 30, 2025. “Nebius i...
Nebius: Updated Thesis And Key Expectations Ahead Of Q2 2025
Nebius Group N.V.'s Q2 2025 results should show strong revenue growth. I expect $124.3 million in Q2 revenue and $570 million for the full year. Data center expansion is on track, but I expect Nebius ...
Nebius Group Stock Hits My Target, But I'm Still Bullish
Nebius Group stock has surged over 60% since May, far outpacing the S&P 500, driven by strong AI infrastructure growth expectations. Q2 sales are projected to jump 83% sequentially, with ultra-high gr...
Nebius Q2 Preview: Get Your Cash Ready And Hold The Line To Strike
Nebius is one of my core holdings. I'm up over 100% since accumulating in H1 2025. I consider a 30% 12-month return from here as a conservative and likely bull case. I deem NBIS to be fairly valued ri...
Nebius Q2 Preview: ARR In Focus
Nebius surpassed $310 million in ARR by April and is projected to exit Q2 with ~$372-403 million. A Q2 exit ARR well above $400 million could serve as a key inflection point, signaling outperformance,...
Nebius Q2: A Moment Of Caution (Downgrade)
Nebius Group N.V. stock has surged over 80% since May, making its valuation less attractive and highly growth-dependent ahead of Q2 earnings. Aggressive industry spending and fierce competition for AI...
Nebius Group: Europe's Great AI Hope
Nebius's vertically integrated and custom-built AI cloud infrastructure, and deep Nvidia partnership, give it an edge over legacy hyperscalers retrofitting their general use infrastructure to AI. Led ...
Nebius Group: Ultra Bullish Into Q2 Earnings
The bull case remains intact. TSMC didn't show any signs of slowdown in Q2 revenue growth, which is ultra bullish for Nebius (from a growth perspective) as a direct consumer of Nvidia's GPUs. NBIS' Q2...
Half Of Nebius' Value Is Hiding In Plain Sight — And Wall Street's Missing It
Nebius Group NV NBIS might be the most underappreciated player in AI infrastructure today. At a $12 billion market cap, it's trading like a mid-cap growth story.
Nebius Group: A Rare Early Stage Shot At A GPU Superpower In The Making
Nebius Group is a $13 billion Dutch company building purpose-built GPU infrastructure to power the global AI boom. Despite no profits and high price-to-sales ratios, its full-stack AI-native platform ...
Nebius: Everyone Talks About AWS And Azure - But This Tiny Player Is Gaining Ground
Nebius is a rapidly growing AI cloud provider, uniquely focused on small to midsized companies with flexible, user-friendly AI infrastructure and a strong NVIDIA partnership. The company projects expl...
Nebius: Putin Surrenders His Best And Brightest To The West
Nebius Group N.V. is one of the more fascinating businesses I've covered in recent memory. To invest in Nebius, in my view, is to invest in Yandex's Cloud division, extricated from Russia due to Putin...
Nebius Emerges As Neutral AI Cloud Alternative, Deepens Ties With Nvidia, OpenAI, Microsoft: Analyst
Nebius Group NBIS stock surged on Monday after Goldman Sachs analyst Alexander Duval initiated coverage with a Buy rating and announced a price target of $68.
Nebius: Think Twice Before Buying The Dip Ahead Of Q2 Earnings
I'm now holding Nebius but advising caution, suggesting investors wait before buying the recent 15% dip ahead of Q2 earnings. Nebius has a consistent history of missing quarterly revenue estimates, po...
Nebius: Positioning For Massive Moves
Nebius Group N.V. is a hypergrowth AI infrastructure play, with explosive revenue and ARR growth, but significant cash burn and operating losses that pose substantial risk. Traditional valuation is le...