Nebius Group N.V. (NBIS)
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- symbol NBIS
- Rev/Share 0.6783
- Book/Share 13.2767
- PB 3.7871
- Debt/Equity 0.0594
- CurrentRatio 18.0032
- ROIC -0.1459
- MktCap 11972111671.0
- FreeCF/Share 0.0
- PFCF 0.0
- PE -13.4631
- Debt/Assets 0.0546
- DivYield 0
- ROE -0.2611
- Rating C+
- Score 2
- Recommendation Sell
- P/E Score 1
- DCF Score 2
- P/B Score 3
- D/E Score 4
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| 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 Expands AI Cloud in Europe With NVIDIA GB200 and Blackwell
Published: June 12, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS expands its AI Cloud with NVIDIA GB200 in Europe, deepening ties with NVIDIA and accelerating sovereign AI innovation.
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Nvidia-backed stock soars over 40% in a week
Published: June 09, 2025 by: Finbold
Sentiment: Positive
Back in February, Finbold reported that Nebius Group NV (NASDAQ: NBIS) was officially added to Nvidia's portfolio, marking one of the clearest AI infrastructure plays linked to the GPU giant.
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Nebius Vs. Navitas: Two Nvidia Darlings With Diverging AI-Driven Fortunes
Published: June 06, 2025 by: Seeking Alpha
Sentiment: Neutral
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 multifold appreciations in the LTM, with Navitas most recently catching up after disclosing it's become a key power supplier for Nvidia's next-generation 800V HVDC architecture. Yet fundamentals remain the key driver of premium valuations. With both stocks diverging on this aspect, only one is poised to excel from current levels.
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Nebius: A Top AI Investment Pick
Published: June 05, 2025 by: Seeking Alpha
Sentiment: Positive
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 guiding for $750M-$1.0B run-rate revenue by year-end and positive adjusted EBITDA in the second half of the year. Shares are trading at a similar valuation multiplier as Nvidia, despite a lack of profitability.
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Call Traders Target Soaring AI Stock After Bull Note
Published: June 05, 2025 by: Schaeffers Research
Sentiment: Positive
One of Schaeffer's top stock picks for 2025 , Nebius Group NV (NASDAQ:NBIS), is up 21.5% to trade at $48.87 today. The cloud computing name secured $1 billion in convertible notes to develop its artificial intelligence (AI) capabilities, after which Arete Research analyst initiated coverage with a "buy" rating and price target of $84 -- a 113% premium to yesterday's close.
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Nebius Stock Soars 57% in a Month: Time to Hold or Book Profits?
Published: June 05, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS surges 57% in a month on booming AI demand and NVIDIA ties, but profitability and high capex remain key risks.
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Nebius: Explosive Growth At What Is Still A Reasonable Valuation
Published: June 05, 2025 by: Seeking Alpha
Sentiment: Positive
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 reaffirmed: Nebius's differentiated full-stack AI platform, rapid capacity expansion, and strong management underpin its ambitious multi-billion dollars of revenue with an adjusted 20%-30% EBITDA margin. Risks include execution, capital intensity, and hyperscaler competition, but Nebius's unique approach and Nvidia partnership provide a credible path to sustained high growth.
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Nebius: Hyperscaler Aiming For Hypergrowth
Published: June 02, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius's $1B private offering is secured at favorable terms, with minimal dilution risk, supporting continued aggressive growth and expansion. Q1 results show 385% revenue growth and strong cash reserves, with clear guidance toward $1B ARR and positive EBITDA by year-end. The AI revolution is real and transformative; Nebius is well-positioned with valuable side businesses and asymmetric upside potential.
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Nebius Is Still Undervalued After The Surge
Published: May 30, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius's ARR surged nearly 700% YoY to $310M in April 2025, with guidance of $750M–$1B by year-end. The company spent $544M in Q1 CapEx and plans $2B for FY25, outpacing its $1.44B Q1 cash balance. Software monetization remains minimal, with most revenue driven by short-term GPU contracts from AI-native startups and labs.
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Nebius participates in ClickHouse Series C; crystallizes value of asset to fund hypergrowth of core AI infrastructure business
Published: May 30, 2025 by: Business Wire
Sentiment: Neutral
AMSTERDAM--(BUSINESS WIRE)--Nebius Group (“Nebius” or “the Group”; NASDAQ: NBIS), a leading AI infrastructure company, today confirmed its participation in ClickHouse's Series C funding round. Arkady Volozh, founder and CEO of Nebius, said: “We are extremely impressed with what Aaron and his team have achieved to date, and believe they are well positioned to continue scaling rapidly and create significant additional value for shareholders. “We believe our non-core assets will provide us with bi.
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Nebius: AI Excellence In Motion
Published: May 29, 2025 by: Seeking Alpha
Sentiment: Positive
NBIS delivered stellar Q1 earnings with 385% YoY revenue growth and is on track for exponential topline expansion, reinforcing my bullish stance. Aggressive global data center expansion and strong Nvidia partnership position NBIS to capture accelerating AI adoption across industries and geographies. My DCF analysis shows NBIS is massively undervalued, with huge upside potential even under conservative growth assumptions.
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Nebius Is Worth The Risk (Technical Analysis)
Published: May 28, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius remains a buy as technicals and fundamentals show strong momentum, despite recent consolidation and a premium valuation. Q1 earnings highlight explosive revenue and ARR growth, with management projecting continued rapid expansion and positive adjusted EBITDA in H2 2025. While the P/S ratio is high, recent contraction offers a compelling entry for risk-tolerant investors as the AI growth story remains intact.
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CoreWeave vs. Nebius: Which AI Infrastructure Stock Is the Better Buy?
Published: May 28, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS edges out CRWV as the better AI cloud stock pick, with expanding global reach, platform upgrades, and strategic NVIDIA ties despite near-term EBITDA losses.
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Nebius: Yet Another Good Quarter
Published: May 28, 2025 by: Seeking Alpha
Sentiment: Positive
I maintain a positive, long-term view on Nebius shares, with fair value per share now at $55.5, up 27% from my prior estimate. Nebius AI's strong revenue growth, expanding data center capacity, and improving EBITDA loss drive my bullish thesis, despite high CapEx. Significant revaluation of ClickHouse boosted my Nebius's overall business value.
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5 Stocks I Am Most Bullish On Today
Published: May 27, 2025 by: Seeking Alpha
Sentiment: Positive
Lemonade (LMND) is a top AI-driven insurance disruptor, with significant long-term upside as it scales and leverages operating efficiencies. Amazon (AMZN) remains deeply undervalued, with AWS and advertising segments alone justifying a higher valuation than its current market cap. Nebius (NBIS) is poised for substantial growth, with ARR and capacity expansion supporting a conservative 4.5x upside from current levels.
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Nebius: Wait For The Bubble To Burst First
Published: May 21, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group staged a dramatic recovery, fueled by strong Q1 results, AI enthusiasm, and ambitious ARR and CapEx targets, but much upside is already priced in. Nebius Group is aggressively scaling AI infrastructure with Nvidia partnerships and targeting 'frontier AI companies,' yet hasn't seen material gains from these players. NBIS's high CapEx, ongoing losses, and premium valuation (EV/sales 14.7x) raise concerns about cash flow, sustainability, and future profitability.
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Nebius' Q1 Loss Widens Y/Y, Revenues Rise on Strong Core AI Growth
Published: May 21, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS reports first-quarter results wherein revenues grow year over year, driven by solid growth in its core AI business.
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Don't Miss Buying Nebius Before The 2026 Sentiment Acceleration
Published: May 20, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. delivered stellar Q1 growth (385% YoY), driven by GPU cloud adoption, showing powerful margin leverage—exactly the scale-driven story investors should seek in hyper-growth AI infrastructure. Aggressive yet thoughtful North American expansion, strategic Toloka funding, and cutting-edge Nvidia tech position Nebius to quickly challenge hyperscale incumbents—making this a rare entry point. My $60 price target (50% upside) for NBIS anticipates EBITDA breakeven in 2026, supported by strong cash reserves, disciplined cost management, and significant incremental gross margin potential beyond 60%.
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Nebius Group: Setting Cash On Fire
Published: May 20, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. is a hypergrowth AI infrastructure play with explosive revenue growth, but remains unprofitable and is burning significant cash to scale operations. The stock is highly volatile, making it attractive for swing traders, but long-term investors should wait for a pullback, here is why. Massive investments are fueling expansion in AI, generative AI training, and autonomous vehicles, but rising costs and shareholder dilution are massive risks.
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Nebius: Reiterate Sell On Insurmountable Headwinds
Published: May 20, 2025 by: Seeking Alpha
Sentiment: Negative
Nebius Group is experiencing rapid growth in its data center business, driven by generative AI demand, but lacks a sustainable competitive moat. I remain bearish due to concerns over long-term profitability, high churn risk, and the likelihood of ongoing capital needs to fund growth. NBIS's current valuation is not attractive, even under aggressive growth and margin assumptions, especially compared to more established cloud peers.
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Nebius Group N.V. (NBIS) Q1 2025 Earnings Call Transcript
Published: May 20, 2025 by: Seeking Alpha
Sentiment: Neutral
Nebius Group N.V. (NASDAQ:NBIS ) Q1 2025 Earnings Conference Call May 20, 2025 8:00 AM ET Company Participants Neil Doshi - Head of IR Arkady Volozh - Founder and CEO Andrey Korolenko - Chief Product & Infrastructure Officer Daniel Bounds - Chief Marketing Officer Roman Chernin - CBO Tom Blackwell - CCO A - Neil Doshi The Nebius Group's First Quarter 2025 Earnings Call.
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How Should You Play Nebius Stock Going Into Q1 Earnings?
Published: May 16, 2025 by: Zacks Investment Research
Sentiment: Neutral
NBIS benefits from expanding infrastructure offerings, but intense competition from tech behemoths and macroeconomic challenges remain concerns.
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Nebius: Poised For A Game Changing Q1
Published: May 16, 2025 by: Seeking Alpha
Sentiment: Positive
I reiterate my 'Strong Buy' on Nebius Group, expecting Q1 2025 results to become a bullish catalyst after recent operational and strategic progress. Despite a prior revenue miss, NBIS is debt-free, well-funded, and diversified, with underestimated consensus forecasts and a visible path to EBITDA breakeven. Nebius's in-house hardware/DC design, diversified business structure, debt-free balance sheet, and highly skilled (yet potentially more cost-effective) ex-Yandex team give it an edge over competitors.
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3 Mid-Cap Stocks Turning Heads in AI, Automation, & Cybersecurity
Published: May 16, 2025 by: MarketBeat
Sentiment: Positive
Investors looking for a balance of risk and reward might turn to mid-cap stocks. Companies in this category may have a similar growth potential as smaller firms with a bit more of the stability typically seen in larger businesses.
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Nebius Group: Scaling The AI Backbone For Profits
Published: May 12, 2025 by: Seeking Alpha
Sentiment: Positive
I have initiated coverage on Nebius Group with a Buy rating, highlighting its compelling AI workload solutions and significant growth potential. Nebius operates through four branches, offering scalable AI solutions using Nvidia GPUs, with high capital expenditures expected as the business scales. Despite current losses, Nebius shows promising revenue growth and maintains a strong cash position, primarily from divestments and private placements.
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Nebius: Recent Nosedive Is A Golden Buying Opportunity
Published: May 09, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius continues aggressively enhancing its AI infrastructure and strategic partnerships, driving significant innovation and cross-selling potential. The company's strong balance sheet, with $2.5 billion in cash and minimal debt, supports aggressive expansion and potential acquisitions. Valuation analysis suggests a fair share price of $57, indicating a 126% upside.
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Nebius: Funds Are Loading The Truck -- So Am I
Published: May 09, 2025 by: Seeking Alpha
Sentiment: Positive
Early data on institutional activity for Q1 2025 looks favorable, with 46 new funds taking positions and existing holders buying the dip in Q1. From a price action perspective, I see a breakout from the $25 level, accompanied by the highest trading volume since April 9. From a regulatory perspective, the company is well-positioned to keep loading on Blackwell GPUs, considering the recent announcement that the AI diffusion rule is now unenforceable.
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2 Reasons Why Nebius Should Hit +$30: Initiating With A Buy Rating
Published: May 08, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. is making strategic deals that'll boost growth and should benefit from external forces, from Trump altering Biden's chip export ban. The stock should easily cross +$30 per share. Nebius just got in bed with Bezos Expeditions with a $72 million investment in Toloka, and I think this will boost outlook. I'm expecting the renting price of GPUs, which is Nebius' main business, to go up with increased demand for Blackwell and a bigger international market to tap into.
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Nebius Group: 20-F Filing Confirms Upside Thesis
Published: May 07, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group has published its audited FY2024 financials, reinforcing my bullish view on the company. The company disclosed financial metrics for each of its business segments in the 20-F filing. I expect the company to significantly exceed its projected ARR revenue forecast by the end of March.
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Nebius Q1 Preview: A Sleeping Giant Set To Awaken In 2026
Published: May 06, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V.'s aggressive GPU deployment (22k Blackwell GPUs) and timely Kansas City data-center launch will confirm operational strength. Execution here is pivotal for reaching ~$1B ARR by late 2025. Robust $2.4B cash reserve and minimal debt give Nebius flexibility to scale rapidly despite very high capex. Strategic Nvidia partnership significantly reduces execution and chip supply risks. With AI infrastructure spending doubling recently and TAM growing at ~35% CAGR, NBIS stock's current price ($25) deeply undervalues potential; my $55 target anticipates strong margin improvement into 2026.
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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 Mr. Arkady Volozh
- Employees 1371