Nebius Group N.V. (NBIS)
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- symbol NBIS
- Rev/Share 1.0069
- Book/Share 1238.1043
- PB 0.0916
- Debt/Equity 0.3154
- CurrentRatio 14.6966
- ROIC -0.0012
- MktCap 25386527736.0
- FreeCF/Share 0.0
- PFCF 0.0
- PE 111.4667
- Debt/Assets 0.2336
- DivYield 0
- ROE 0.0008
- Rating B-
- Score 3
- Recommendation Neutral
- P/E Score 1
- DCF Score 2
- P/B Score 2
- D/E Score 2
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Initiation | NBIS | Seaport Research Partners | -- | Neutral | -- | -- | Sept. 15, 2025 |
| 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 Stock: Why I'm Finally Buying In
Published: October 17, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. stock has continued to rise, up 70% since announcing a deal with Microsoft. The company's full-stack AI platform gives NBIS an edge in an otherwise crowded space. Capacity expansion and additional capital expenditures, coupled with this stack, make NBIS stock an attractive prospect.
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Will Nebius' Toloka and ClickHouse Stakes Fund Its AI Expansion?
Published: October 17, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS' $17.4 billion Microsoft deal and surging AI demand spotlight how its ClickHouse and Toloka stakes can bankroll the next wave of expansion.
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Nebius Stock Surges 49% in a Month: Should You Hold or Offload?
Published: October 14, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS surges on explosive AI infrastructure growth, a $17.4B Microsoft deal and boosted guidance, but valuation risks loom.
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Nebius: At The Heart Of The AI Gold Rush
Published: October 09, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius offers a differentiated AI infrastructure play, leveraging advanced GPU clusters, cost-efficient power solutions, and a long-term anchor contract with Microsoft. NEBIUS benefits from geographic diversity, energy efficiency in Finland, and a behind-the-meter model in New Jersey, reducing operational and permitting risks. The Microsoft contract secures near-term revenue, while AI Studio and platform services provide upside for long-term monetization and operational leverage.
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Nebius: Nebulas And Infinite Loops For A Bright Future
Published: October 08, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius is a leading AI infrastructure start-up. The recent contract with Microsoft is a strong indicator of powerful growth potential. Nebius demonstrates exceptional strategic vision and execution, rapid revenue growth, financial discipline, and a leadership team focused on long-term value creation. Its offerings are attractive to many software/AI focused companies, with great revenue promise from hyper-scalers and enterprise customers.
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Can Nebius' Data Center Expansion Drive Growth Amid Rising Competition?
Published: October 07, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS accelerates its global data center rollout, building massive capacity from the US to Europe to fuel AI infrastructure growth.
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Top Stock Pick Report: A Q3 For the Record Books
Published: October 07, 2025 by: Schaeffers Research
Sentiment: Positive
Subscribers to Chart of the Week received this commentary on Sunday, October 5.
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Nebius: One Hyperscaler Already In - How Many More Will Join The Party?
Published: October 03, 2025 by: Seeking Alpha
Sentiment: Positive
The first deal with a hyperscaler was announced earlier than I initially anticipated. This is a 5-year, $17.4B deal with Microsoft, which could extend to $19.4B. Nebius recently secured $4.2B in funding, mostly via convertible notes, minimizing near-term dilution risks. The round involves $3.16B in converts and $1.0B equity at $92.50. I see robust growth ahead: management guides to $900M–$1.1B ARR by year-end, the Street models triple-digit top-line growth for three years, and the CEO targets positive adjusted EBITDA in 2026.
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3 Best Performing Stocks in 2025 (OKLO, IREN, NBIS)
Published: October 03, 2025 by: Zacks Investment Research
Sentiment: Positive
Thus far, 2025 has been another good year for the stock market. The last month in particular has been especially strong, with the S&P 500 now up just over 15% year-to-date.
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3 Sizzling-Hot AI Stocks That Have Skyrocketed Over 120% This Year
Published: October 03, 2025 by: The Motley Fool
Sentiment: Positive
What's the most exciting area to invest in right now? A good case can be made for artificial intelligence (AI).
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Nebius: Not Just A Neocloud But An Entire Ecosystem
Published: September 30, 2025 by: Seeking Alpha
Sentiment: Positive
Initiate coverage on Nebius Group N.V. (NBIS) with a Strong Buy rating, citing its comprehensive AI ecosystem and neocloud leadership. NBIS stands out with proprietary AI infrastructure, a $17.4B Microsoft deal, and diversified subsidiaries in delivery robotics, EdTech, data annotation, and database management. Synergies across NBIS's portfolio position it as a future tech giant, supported by experienced management and a strong balance sheet versus competitors.
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NBIS vs. MSFT: Which AI Infrastructure Stock is the Smarter Bet?
Published: September 29, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS surges on GPU-driven growth and a $17.4B deal with Microsoft, while MSFT expands AI dominance through Azure, OpenAI and $30B capex plans.
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2 AI Stocks With Record Breaking Rallies: Can They Continue?
Published: September 29, 2025 by: MarketBeat
Sentiment: Positive
September has been a record-breaking month for stocks as the S&P 500 hit new all-time highs last week following the Federal Reserve's first rate cut since 2024. In fact, it's hard to find an asset that isn't near a record: stocks, gold, cryptocurrencies, housing, and trading cards have all soared to new heights lately.
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Nebius Vs. Palantir: At >100x Sales, Which AI Stock Is The Better Buy?
Published: September 26, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius and Palantir trade at extremely high price-to-sales multiples, reflecting intense AI-driven investor enthusiasm. We rate NBIS a strong buy due to the company's projected rapid revenue growth, and a clear path to significant margin expansion and lower valuation multiples. Conversely, we rate PLTR a strong sell, as its premium valuation remains excessive even on forward metrics, despite a solid business model and execution.
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Nebius Sees Robust AI Cloud Growth: Will the Momentum Continue?
Published: September 25, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS reports 625% revenue surge, lifts ARR outlook and inks a $17.4B Microsoft deal as AI cloud demand accelerates.
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Nebius: Overvaluation Miss Becomes A Win (Rating Upgrade)
Published: September 24, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius's current $26.6 billion market cap is over 100x its TTM revenue, highlighting high expectations and valuation risk. However, I believe it is a great high-risk-high-reward play because the probability of the company's success over the long haul is high. The mega-deal with Microsoft isn't just about revenue backlog, but also elevates NBIS's reputation and likely makes it a much more attractive borrower.
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Nebius: Winter Is Coming - So Is GPU Demand (Double Upgrade)
Published: September 23, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. stock surged after securing a ~$17B multi-year GPU contract with Microsoft, signaling robust demand for AI infrastructure. My estimates show NBIS can expect at least $2-2.6B in revenue this year from the Microsoft deal, with potential for further large contracts from other hyperscalers. Strong market confidence is reflected in underwriters exercising greenshoe options, creating a possible price floor around $90-92.5 per share.
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Nebius Group announces exercise of the underwriters' option to purchase additional Class A shares
Published: September 22, 2025 by: Business Wire
Sentiment: Neutral
AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (“Nebius Group” or the “Company”; NASDAQ: NBIS), a leading AI infrastructure company, today announced that, in connection with its previously announced underwritten public offering of Class A ordinary shares, the underwriters have exercised in full their option to purchase an additional 1,621,621 Class A shares at the offering price of $92.50, less underwriting discounts and commissions, bringing Nebius's aggregate gross proceeds from the Class A of.
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Nebius' Monster Rally Could Be Just The Warm-Up
Published: September 19, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius secured a $19.4 billion Microsoft contract, validating hyperscale credibility and underpinning multi-year revenue visibility through 2031. The company raised $4.2 billion at 1–2.75% coupons, saving ~$200 million annually versus CoreWeave's 9% notes. Q2 revenue surged 625% year-over-year to $105.1 million, with ARR jumping 438% to $439 million.
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Nebius Group: Global Infrastructure Expansion To Drive Growth And Value
Published: September 18, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group (NBIS) rated a buy, driven by a $19.4B Microsoft partnership and aggressive global AI cloud infrastructure expansion. NBIS is quadrupling data center capacity by 2026, targeting the fast-growing AI cloud market with a projected CAGR of 28.5%. Revised price target to $176.3, reflecting 97% upside potential, based on accelerated revenue growth and higher forward P/S ratio assumptions.
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Nebius Reaffirms $2B Capex for 2025: Enough to Fuel Expansion?
Published: September 18, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS reaffirms $2 billion 2025 capex, doubling down on AI infrastructure growth while rivals ramp up massive spending of their own.
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NBIS Stock Surges 25% in a Month: Stay Invested or Book Profits?
Published: September 16, 2025 by: Zacks Investment Research
Sentiment: Positive
Nebius stock has soared 25% in a month on a $17.4B Microsoft deal and surging AI demand, but risks loom amid heavy capex and fierce competition.
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Nosebleed Valuation: Why Nebius's Microsoft Deal Changes Everything
Published: September 15, 2025 by: Zacks Investment Research
Sentiment: Positive
With its vertically integrated model, strategic Nvidia partnership, and the recently announced, game-changing contract with Microsoft, Nebius Group has positioned itself as a formidable leader in the AI industry.
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Wall Street Week in Review: Stocks Notch Highs Despite Pessimism
Published: September 12, 2025 by: Zacks Investment Research
Sentiment: Negative
It was a busy week on Wall Street marked by Oracle earnings, and a slew of individual news items. Looking ahead, all eyes will be on the Fed's interest-rate decision next week.
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Nebius Raises $3.7 Billion in Wake of Microsoft AI Deal
Published: September 11, 2025 by: PYMNTS
Sentiment: Positive
Dutch cloud computing company Nebius has raised $3.75 million via sales of stock and convertible notes. These sales are designed to help Nebius acquire additional compute power and hardware, secure “strategic high-quality and well-located” plots of lands with reliable providers and to expand its data center footprint, according to a Wednesday (Sept.
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Nebius Group: The Bubble That Wasn't, Microsoft Just Proved You Wrong
Published: September 10, 2025 by: Seeking Alpha
Sentiment: Positive
The $17.4B Microsoft deal validates my bullish thesis on Nebius Group N.V., unlocking hyperscaler growth and confirming the company's ability to scale rapidly. While the contract boosts revenue potential, it also requires significant CapEx, but the long-term benefits and customer confidence outweigh near-term risks. My updated models show 22%-29% upside for NBIS stock, with a $114.87 price target and potential for further gains as Microsoft options are exercised.
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Nebius to raise up to $3B to accelerate AI cloud expansion
Published: September 10, 2025 by: Proactive Investors
Sentiment: Positive
Nebius (NASDAQ:NBIS), a leading AI infrastructure company, has announced a major $3 billion fundraising initiative to supercharge the expansion of its core AI cloud business. The capital package combines a $2 billion private placement of convertible senior notes with a concurrent $1 billion underwritten public offering of Class A ordinary shares.
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Nebius Group Announces Proposed Private Offering of $2 Billion of Convertible Senior Notes
Published: September 10, 2025 by: Business Wire
Sentiment: Neutral
AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (“Nebius Group” or the “Company”; NASDAQ: NBIS), a leading AI infrastructure company, today announced its intention to offer, subject to market and other conditions, $2.0 billion aggregate original principal amount of convertible senior notes, in two series: $1.0 billion aggregate original principal amount of convertible notes due 2030 (the “2030 Notes”) and $1.0 billion aggregate original principal amount of convertible notes due 2032 (the “2032 No.
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Nebius provides financing update
Published: September 10, 2025 by: Business Wire
Sentiment: Neutral
AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (NASDAQ: NBIS) (“Nebius” or the “Company”), a leading AI infrastructure company, today announced the launch of an offering of convertible notes and a concurrent offering of Class A shares to support the accelerated future growth of its core business. Our core AI cloud business is growing rapidly, and we continue to be laser focused on developing this business. We view long-term contracts such as the one we announced this week with Microsoft as impor.
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Nebius Group Announces Proposed Public Offering of Class A Ordinary Shares
Published: September 10, 2025 by: Business Wire
Sentiment: Neutral
AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (“Nebius Group” or the “Company”; NASDAQ: NBIS), a leading AI infrastructure company, today announced that it has commenced an underwritten public offering of $1 billion of the Company's Class A ordinary shares. In addition, the Company intends to grant the underwriters a 30-day option to purchase up to an additional $150 million of Class A ordinary shares at the public offering price, less underwriting discounts and commissions. The offering is sub.
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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