Nebius Group N.V. (NBIS)
| Market Cap | 11.28B |
| Revenue (ttm) | 161.40M |
| Net Income (ttm) | -438.50M |
| Shares Out | 238.11M |
| EPS (ttm) | -1.84 |
| PE Ratio | n/a |
| Forward PE | n/a |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 584,231 |
| Open | 46.52 |
| Previous Close | 46.43 |
| Day's Range | 46.52 - 47.61 |
| 52-Week Range | 14.09 - 55.75 |
| Beta | 1.15 |
| Analysts | Strong Buy |
| Price Target | 60.67 (+28.08%) |
| Earnings Date | Jul 30, 2025 |
About NBIS
Nebius Group N.V. operates as a technology company that engages in building full-stack infrastructure to service the global AI industry. The company's businesses include Nebius, an AI-centric cloud platform built for intensive AI workloads. Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. The company's businesses also comprise Toloka AI, a data partner for various stages of generative AI development; TripleTen, an edtech platform focused on re-skilling pe... [Read more]
Analyst Summary
According to 3 analysts, the average rating for NBIS stock is "Strong Buy." The 12-month stock price target is $60.67, which is an increase of 28.08% from the latest price.
News
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...
My Nebius Position Is Up By 85% Since March, And I'm Not Done Yet
Nebius stock is one of the most remarkable investments on the public market right now. Management has strong values, and the financial strategy is top-tier. I trimmed my NBIS position recently to lock...
Nebius Group 2024 Sustainability Report highlights importance of sustainability to long-term value creation in AI infrastructure
AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (NASDAQ: NBIS), a leading AI infrastructure company, today published its 2024 Sustainability Report, reinforcing its position as a sector leader in transp...
After 70% Rally, Is Nebius Stock Still The Top AI Cloud Pick?
The Europe-based cloud services provider Nebius (NASDAQ:NBIS) has seen its stock rise by 70% year-to-date, significantly outperforming the overall market. Unlike conventional hyperscalers like Amazon'...
Nebius Group: Expect Another Move-Up On Q2 Earnings
Despite a 67% run-up, Nebius remains undervalued by over 30%, as Wall Street's conservative estimates fail to grasp the company's explosive ARR growth. The company's deep partnership with Nvidia, and ...
Nebius: Like Buying Amazon In 2011
Could Nebius be the next AWS? This overlooked AI cloud player might mirror Amazon's meteoric rise a decade ago. But what sets Nebius apart from other hyperscalers? Like AWS, I think the company has fo...
The Inverse Cramer AI Play: How Nebius Combines Tesla Vibes With Nvidia Muscle
While Jim Cramer is staying far away, some contrarian investors are leaning in. Nebius Group NV NBIS, a lesser-known AI infrastructure startup with Nvidia Corp NVDA backing and Tesla Inc TSLA-level am...
From Nebius Group To EOS: A Strong Year And What's Next For Our Family Office
Nebius Group remains our core AI play, with strong management and the potential for multi-year value creation. Electro Optic Systems is poised for explosive growth, with major contracts expected to dr...
Nebius Group: My Biggest AI Portfolio Position
Nebius Group is riding explosive AI infrastructure demand, posting 385% YoY sales growth and targeting $1B annual recurring revenue this year. Despite current losses, Nebius has a clear path to EBIT p...
Nebius Could Keep Running (Technical Analysis)
Nebius Group remains a buy for me, as the fundamental AI infrastructure thesis is intact despite recent volatility and high beta. Technical analysis suggests more upside potential, with bullish moving...
Technical Tuesday: SPX, DDOG, NBIS
Kevin Horner's back for Technical Tuesday. On the S&P 500 (SPX) chart, he's looking at the $6100 level and potentially all-time highs.
Why We're Betting On Nebius Over CoreWeave In The AI Infrastructure Arms Race
CoreWeave and Nebius are two key players in the emerging GPU cloud industry. While CRWV has significant earnings headwinds and offers a more 'bare metal' approach, we think NBIS's clean balance sheet,...
Nebius Is The Only Pure Play On Europe's AI Sovereignty
Nebius is the first European cloud to offer NVIDIA Blackwell GPUs, leveraging early capital and strategic partnerships to capture sovereign AI market share. Cheap convertible debt, early hardware acce...
CoreWeave Soars, Nebius Waits Its Turn
CoreWeave's thin float and marquee contracts fueled retail hype, while Nebius's broader float and quieter execution muted near-term investor sentiment. CoreWeave generated $982M in Q1 2025 revenue, wh...
Nebius Accelerates Next Generation of Healthcare and Life Sciences Innovation with Inaugural AI Discovery Awards
Full-stack AI infrastructure provider backs pioneering companies in biotech, drug discovery, genomics and multiomics, and healthcare diagnostics with GPU cloud and inferencing credits totalling over $...
A Deep Dive On Nebius
Nebius Group is building AI factories to service the AI revolution. Management intends to scale capacity by 40x in the next few years, to more than 1 GW. Once scaled, NBIS will boast a robust margin p...
Nebius: Don't Miss Out On The Party
Nebius stock has seen a good momentum in the past few weeks as the market cap races above $12 billion. The Q1 performance was quite good with $1.4 billion in cash, which has increased after recent pri...
Nebius Group: Building AI Capacity With Blackwell; Initiate With 'Buy'
I initiate Nebius (NBIS) with a 'BUY' rating and a $57 fair value, driven by robust AI cloud infrastructure expansion and Nvidia partnership. Nebius's access to Nvidia's latest GPUs and rapid data cen...
Nebius delivers first NVIDIA Blackwell general availability in Europe; brings NVIDIA AI Enterprise to Nebius AI Cloud
AMSTERDAM--(BUSINESS WIRE)--Nebius (NASDAQ: NBIS) today announced the first general availability of NVIDIA GB200 Grace Blackwell Superchip capacity for customers in Europe, as it continues to build ou...
Nebius and Saturn Cloud Launch First-in-Class AI MLOps Cloud with Support for NVIDIA AI Enterprise
Collaboration gives AI engineers enterprise-grade AI/ML infrastructure-in-a-box with on-demand access to NVIDIA Hopper GPUs and an enterprise-ready MLOps platform Amsterdam, Netherlands--(Newsfile Cor...
Nebius Vs. CoreWeave: Nvidia-Backed AI Cloud Stocks Battle For Supremacy
In the Nvidia Corp NVDA-backed AI infrastructure race, Nebius Group NV NBIS and CoreWeave Inc CRWV are vying for supremacy. With explosive growth and distinct strategies, this battle hinges on fundame...
Nebius Vs. Navitas: Two Nvidia Darlings With Diverging AI-Driven Fortunes
Nebius and Navitas, despite catering to different industries, have emerged as market AI favourites, reinforced by their respective tie-ups with AI juggernaut Nvidia. Both stocks have experienced multi...
Nebius: A Top AI Investment Pick
Nebius Group is capitalizing on AI market growth, raising $1.0B in convertible notes and posting 385% Y/Y revenue growth in Q1. The AI start-up's recurring revenue business is surging, with management...
Nebius: Explosive Growth At What Is Still A Reasonable Valuation
Nebius delivered a standout Q1, with ARR surging 177% sequentially and revenue up 385% year-on-year, confirming hyper-growth in demand for its AI infrastructure solutions. My buy recommendation is rea...
Nebius: I Can't Stop Buying This Stock | 40% Of My Portfolio Now
I bought the (short-lived) dip on June 2. In my view, the terms of the $1B private placement are highly favorable for the company. The $1B convertible notes are trading at a 40% premium. This is unusu...