Nebius Group N.V. (NBIS)
| Market Cap | 16.31B |
| Revenue (ttm) | 249.30M |
| Net Income (ttm) | 243.50M |
| Shares Out | 238.71M |
| EPS (ttm) | 1.02 |
| PE Ratio | 85.74 |
| Forward PE | n/a |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 7,594,065 |
| Open | 71.55 |
| Previous Close | 72.04 |
| Day's Range | 67.60 - 71.69 |
| 52-Week Range | 14.09 - 75.96 |
| Beta | 1.12 |
| Analysts | Strong Buy |
| Price Target | 70.00 (+2.46%) |
| Earnings Date | Oct 30, 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]
Analyst Summary
According to 4 analysts, the average rating for NBIS stock is "Strong Buy." The 12-month stock price target is $70.0, which is an increase of 2.46% from the latest price.
News
Nebius: Deja Vu 2021, How To Spot An AI Bubble
Nebius Group N.V. has shown explosive AI cloud growth, but I believe this is driven by temporary supply constraints, not sustainable competitive advantage. NBIS stock's valuation is extremely high, ev...
Nebius: Animal Spirits Taking Over; Speculative Opportunity
Nebius Group is a leading AI infrastructure provider with unmatched end-to-end offerings and explosive 625% revenue growth, fueling strong bullish sentiment. Demand for AI infrastructure far exceeds s...
Nebius: The Value Opportunity Just Keeps Compounding (Rating Upgrade)
Nebius Group N.V. demonstrates disciplined, demand-aligned expansion, avoiding the pitfalls of overextension common in hypergrowth sectors, ensuring efficient capital allocation. Q2 results showed 322...
Nebius Just Made Its Stock A Limited Edition—AI Upside, Fewer Shares
Nebius Group NV NBIS just pulled a page out of the playbook of market disruptors—slashing its share count while doubling down on AI ambitions.
Nebius: AI Picks, Shovels And Factory
Nebius Group N.V. delivered exceptional Q2 results, with 625% YoY revenue growth, margin expansion, and raised 2025 guidance, validating its rapid scaling and profitability. The company's vertically i...
Stock Of The Day: Floating Island Reversal Pattern In Nebius?
Shares of Nebius Group N.V. NBIS are trading lower Wednesday.
Nebius Vaults 200% Vs CoreWeave: The AI Trade That Defies Logic?
In the whirlwind world of AI infrastructure, Nebius Group NV NBIS has surprised investors with a 200% rally compared to CoreWeave Inc CRWV since hitting its low on June 9.
Why Nebius Is Emerging as the Next Big Threat to Cloud Giants
Nebius is disrupting AI infrastructure with explosive growth, soaring profits, and a bullish double bottom breakout that positions the stock to test the $100 resistance, making it a top AI pick for 20...
Nebius: Time To Light A Cigar After Spectacular Q2 Earnings
My position in Nebius is up by over 120%, now accounting for 12.8% of my portfolio. I haven't trimmed so far, although I recognize the stock may be overbought. Core to my thesis: ARR is accelerating (...
Nebius Q2: Accelerating Sales Growth And Improving Profitability
Nebius Q2 results were a strong proof of concept with accelerating sales growth and greatly improving profitability, turning the core business EBITDA positive ahead of time. On the back of strong YTD ...
Nebius Eating CoreWeave's Lunch And Stepping Into Robotaxi Side Hustle
Nebius Group N.V. delivered a blowout Q2, with +600% Y/Y revenue growth and operating costs and expenses lower as a percentage of total revenue, down from 874% a year ago to 206%. This gives NBIS the ...
Nebius Group: Great Results, But The Stock Looks Fairly Valued Now
Nebius raised its ARR guidance, driving a 27% share price jump, but current valuation now exceeds my updated fair value estimate. Aggressive data center expansion and strong client wins support robust...
Nebius Group: Nvidia Partnership To Unlock Growth And Value
I'm bullish on Nebius Group N.V. due to its strategic partnership with Nvidia, granting early access to Blackwell Superchips and fueling rapid AI-cloud growth. The Nvidia deal enables Nebius to addres...
Nebius: Why ARR Per MW Signals A $100B+ EV Upside
Nebius' Q2 ARR surged to $430 million, exceeding the $372–$403 million forecast and marking 39% sequential growth. Reported revenue of $105.1 million rose 106% quarter-over-quarter and 625% year-over-...
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...