Nebius Group N.V. (NBIS)
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- symbol NBIS
- Rev/Share 1.0069
- Book/Share 1238.1043
- PB 0.0515
- Debt/Equity 0.3154
- CurrentRatio 14.6966
- ROIC -0.0012
- MktCap 15229472339.0
- FreeCF/Share 0.0
- PFCF 0.0
- PE 62.6902
- Debt/Assets 0.2336
- DivYield 0
- ROE 0.0008
- Rating B
- Score 3
- Recommendation Neutral
- P/E Score 1
- DCF Score 3
- P/B Score 4
- D/E Score 3
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Initiation | NBIS | Goldman | -- | Buy | -- | $68 | July 14, 2025 |
| Initiation | NBIS | Arete | -- | Buy | -- | $84 | June 5, 2025 |
| Initiation | NBIS | Northland Capital | -- | Outperform | -- | $34 | May 6, 2025 |
| Initiation | NBIS | DA Davidson | -- | Buy | -- | $50 | Feb. 25, 2025 |
| Reiterated | NBIS | BWS Financial | -- | Buy | $51 | $60 | Feb. 24, 2025 |
| Initiation | NBIS | BWS Financial | -- | Buy | -- | $51 | Jan. 13, 2025 |
News
Nebius Group: 3 Reasons Why It's A Fantastic Long-Term Pick
Published: September 05, 2025 by: Seeking Alpha
Sentiment: Positive
I rate Nebius Group a strong buy due to its experienced management team, deep AI expertise, and promising growth projects, even beyond the current AI boom. Nebius benefits from strategic 'other bets' like Clickhouse, Avride, and Toloka, each with significant growth potential and synergies within the AI ecosystem. The company is rapidly expanding AI infrastructure, targeting niche markets and building sticky, recurring revenue streams with a full-stack AI platform.
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CRWV vs. NBIS: Which AI Infrastructure Stock is the Smarter Buy Now?
Published: August 27, 2025 by: Zacks Investment Research
Sentiment: Neutral
CRWV's scale, partnerships, and client wins position it ahead of NBIS in the AI infrastructure race, despite high leverage risks.
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Nebius: Animal Spirits Taking Over; Speculative Opportunity
Published: August 27, 2025 by: Seeking Alpha
Sentiment: Positive
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 supply, supporting high valuations and rapid expansion plans, with Nebius targeting a 5x increase in power capacity by 2026. Risks include capacity expansion delays and rising competition, but Nebius remains a speculative buy for exposure to the accelerating AI ecosystem.
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Nebius: The Value Opportunity Just Keeps Compounding (Rating Upgrade)
Published: August 26, 2025 by: Seeking Alpha
Sentiment: Positive
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% YoY topline growth and 9x AI infrastructure revenue, with gross margins soaring to 71.36% and early EBITDA positivity in core operations. Strategic capacity buildout, including pausing for next-gen Nvidia Blackwell GPUs, maximizes capital efficiency and preserves pricing power amid booming AI demand.
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Nebius Just Made Its Stock A Limited Edition—AI Upside, Fewer Shares
Published: August 25, 2025 by: Benzinga
Sentiment: Positive
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.
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Nebius: AI Picks, Shovels And Factory
Published: August 21, 2025 by: Seeking Alpha
Sentiment: Positive
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 integrated AI stack, inherited software from Yandex, and enterprise-grade frameworks create a strong moat and high switching costs. My base case projects Nebius reaching $940/share by 2030, driven by 45% revenue CAGR, expanding margins, and a 12x EBITDA multiple.
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Will Nebius' 1 GW Capacity Target by 2026 Accelerate Revenue Growth?
Published: August 19, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS boosts ARR outlook to $1.1 billion as it scales data-center capacity. It is targeting 1 GW by 2026 to capture AI-infrastructure demand.
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Why Nebius Is Emerging as the Next Big Threat to Cloud Giants
Published: August 18, 2025 by: FXEmpire
Sentiment: Neutral
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 2025.
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Nebius: Time To Light A Cigar After Spectacular Q2 Earnings
Published: August 15, 2025 by: Seeking Alpha
Sentiment: Positive
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 (guidance $900M–$1.1B) and profitability is reflecting. CEO Arkady Volozh expects positive adj. EBITDA for the entire group in 2026. Capacity is set to scale: 220MW contracted by year-end (~100MW active), anchored by New Jersey (200MW) and Finland (50MW), targeting 1GW next year.
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Great News for Nebius Stock Investors
Published: August 15, 2025 by: The Motley Fool
Sentiment: Positive
Nebius Group (NBIS 3.43%) is up 148% year to date and on track to 10x revenue in just 12 months. With $2.45 billion in cash, Nvidia's backing, and explosive artificial intelligence market growth, this overlooked stock could be on the verge of another big rally.
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Should You Stay Invested in or Sell Nebius Stock Post Q2 Earnings?
Published: August 13, 2025 by: Zacks Investment Research
Sentiment: Negative
NBIS posts massive Q2 growth and ups ARR forecast, but faces stiff competition, high spending and scaling risks ahead.
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Nebius: Why ARR Per MW Signals A $100B+ EV Upside
Published: August 12, 2025 by: Seeking Alpha
Sentiment: Positive
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-year, reflecting rapid capacity expansion and high utilization. Active capacity estimated at 50–55 MW implies ARR density of $7.8–$8.6 million per MW in Q2 2025.
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Can Nebius Reach $1.1B ARR and $630M Revenue Amid AI Boom?
Published: August 11, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS raises 2025 ARR target to $1.1B after Q2 revenue surges 625% on soaring AI infrastructure demand.
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Nebius Delivers Excellent Revenue Growth, But Can It Sustain The Momentum? (Rating Upgrade)
Published: August 11, 2025 by: Seeking Alpha
Sentiment: Positive
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 and geographic expansion. The company remains unprofitable and is highly leveraged, with rising debt and heavy CAPEX to support rapid scaling.
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Why Nebius Group Stock Was Soaring Today
Published: August 08, 2025 by: The Motley Fool
Sentiment: Positive
Shares of Nebius Group (NBIS 2.77%) were soaring this week after the generative AI-focused cloud infrastructure platform impressed investors with its second-quarter earnings report.
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Nebius Surges After Booming Q2 Results And I'm Staying Long
Published: August 08, 2025 by: Seeking Alpha
Sentiment: Positive
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 14-week RSI of 74 is high—expect price consolidation in the next few months. An $80 price is achievable in a base case by December 2026. Speculators are evidently in on the action, but the NBIS fundamentals are strong. Management needs to ensure its beat-and-raise strategy isn't encumbered by macro risks, like energy constraints.
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CoreWeave Faces a Wave of Doubt. Rival Nebius Is Helping Lift the Mood.
Published: August 08, 2025 by: Barrons
Sentiment: Neutral
CoreWeave has fallen by roughly a third since its June peak. Strong earnings from fellow AI cloud company Nebius could soothe the pain.
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Nebius' Q2 Loss Widens Y/Y, Revenues Rise on AI Demand, Stock Up
Published: August 08, 2025 by: Zacks Investment Research
Sentiment: Negative
NBIS posts a wider Q2 loss, but a 625% revenue surge and raised ARR guidance highlight growing AI cloud demand.
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Nebius Q2 Earnings: Growth Rates Matter
Published: August 07, 2025 by: Seeking Alpha
Sentiment: Positive
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 capacity expansion is underway, fueled by capital raises and efficient, sustainable operations, positioning NBIS as a future major player in AI infrastructure. Despite ongoing net losses and sector bubble risks, NBIS is executing well, attracting top-tier customers and maintaining a strong balance sheet without excessive dilution.
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AI Infrastructure Stock Quietly Keeps Climbing
Published: August 07, 2025 by: Schaeffers Research
Sentiment: Positive
Nebius Group NV (NASDAQ:NBIS) stock -- and 2025 Top Pick -- is quietly one of the best on the Nasdaq today, last seen up 21% to trade at $66.80.
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Nebius: Updated Thesis And Key Expectations Ahead Of Q2 2025
Published: August 05, 2025 by: Seeking Alpha
Sentiment: Positive
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 to revise CAPEX guidance upward as new facilities in New Jersey, Israel, and the UK come online. My fair value estimate for NBIS stock rises to $58.6 per share, over 10% above the current market price, reflecting conservative assumptions and potential upside.
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NBIS Q2 Earnings Coming Up: How Should You Play the Stock?
Published: August 05, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS gears up for Q2 results amid soaring AI demand, rising capex and stiff competition from cloud giants.
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NVIDIA Loves Nebius Group (NBIS) And This Is Why You Should Buy It Too
Published: August 01, 2025 by: 24/7 Wall Street
Sentiment: Positive
Nvidia-backed Nebius is up 78% year-to-date and it is only getting started. Buy Nebius stock before it announces results on August 7.
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Nebius Q2 Preview: ARR In Focus
Published: July 31, 2025 by: Seeking Alpha
Sentiment: Positive
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, justifying upward guidance revisions, and accelerating institutional re-rating of the stock. Q2 revenue is expected to double sequentially to $101.2 million, reinforcing momentum toward the $500-$700 million FY guide.
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NBIS Eyes Positive EBITDA in H2 2025: What Could Drive Growth?
Published: July 28, 2025 by: Zacks Investment Research
Sentiment: Positive
Nebius sees 385% revenue surge and eyes positive EBITDA by the second half of 2025, fueled by AI demand.
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IREN vs. NBIS: Which High-Growth Mid-Cap Stands Out Right Now?
Published: July 25, 2025 by: 24/7 Wall Street
Sentiment: Positive
Momentum investors have a lot to dig through after an explosive tech-led surge from those now-distant Liberation Day lows.
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Nebius Q2: A Moment Of Caution (Downgrade)
Published: July 24, 2025 by: Seeking Alpha
Sentiment: Neutral
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 talent may force NBIS to increase OpEx and CapEx, adding further risk. Despite a strong Wall Street consensus and potential upside, I recommend holding NBIS stock for now due to elevated risks before earnings.
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Nebius Races Ahead in AI Infra Space With Strong Customer Engagement
Published: July 24, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS sees strong AI cloud demand, lands Israel's national supercomputer project and targets up to $1B in run-rate by 2025.
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Could This Monster Nvidia-Backed Artificial Intelligence (AI) Data Center Stock Be the Best Bargain in the Market Right Now?
Published: July 20, 2025 by: The Motley Fool
Sentiment: Positive
Since OpenAI commercially launched ChatGPT on Nov. 30, 2022, shares of semiconductor company Nvidia have soared by more than 900%. As of closing bell on July 16, Nvidia boasted a market capitalization of $4.2 trillion -- making it the most valuable company in the world.
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Nebius Group (NBIS): Is $84 Wishful Thinking or a Future Reality
Published: July 19, 2025 by: 24/7 Wall Street
Sentiment: Positive
Key Points in This Article: Nebius Group's (NBIS) 90% YTD stock surge and Nvidia partnership fuel optimism for a $84 price target, driven by 385% revenue growth and a projected $1 billion ARR this year.
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About Nebius Group N.V. (NBIS)
- IPO Date 2024-10-21
- Website https://group.nebius.com
- Industry Internet Content & Information
- CEO Arkady Volozh
- Employees 1371