Nebius Group N.V. (NBIS)
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- symbol NBIS
- Rev/Share 1.3677
- Book/Share 19.1051
- PB 4.6825
- Debt/Equity 0.9379
- CurrentRatio 6.5656
- ROIC -0.0557
- MktCap 21470400000.0
- FreeCF/Share -4.1147
- PFCF -20.7223
- PE 103.3335
- Debt/Assets 0.4467
- DivYield 0
- ROE 0.0582
- Rating C+
- Score 2
- Recommendation Sell
- P/E Score 1
- DCF Score 2
- P/B Score 1
- D/E Score 2
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Initiation | NBIS | Citizens JMP | -- | Mkt Outperform | -- | $175 | Nov. 19, 2025 |
| 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
Do Nebius Mega Deals Increase Customer Concentration Risk?
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Neutral
NBIS lands mega AI cloud deals with Microsoft and Meta, selling out GPU capacity and boosting long-term revenue visibility as capex and concentration risks rise.
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Why Nebius Rallied Today
Published: December 19, 2025 by: The Motley Fool
Sentiment: Positive
A key Nebius peer saw positive analyst coverage today, boosting the whole AI neocloud sector. Another Wall Street analyst idetified Nebius as a potential acquisition target in 2026.
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These 5 Stocks Are Set To Dominate 2026
Published: December 19, 2025 by: Seeking Alpha
Sentiment: Positive
My 2025 picks outperformed the S&P 500 by 9.4% and Nasdaq 100 by 5.9%, validating my growth-value approach. Each stock on this list is operating in a different market segment and two are based in Europe, offering geographic diversification. The featured stocks all show significant undervaluation potential based on rather conservative growth scenarios.
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These 3 Growth Stocks Can Outperform The Magnificent Seven In 2026
Published: December 18, 2025 by: 24/7 Wall Street
Sentiment: Positive
Magnificent Seven stocks have been some of the most successful growth stocks and make up a large portion of the S&P 500.
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CoreWeave and Nebius shares rebound. Were debt fears too extreme?
Published: December 18, 2025 by: Market Watch
Sentiment: Positive
Micron's earnings report is lifting AI stocks in general, but a Seaport analyst wondered if investors were reacting too severely to debt concerns.
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RLWRLD Wins Foundation Models Category at Nebius Robotics & Physical AI Awards
Published: December 17, 2025 by: GlobeNewsWire
Sentiment: Neutral
The Physical AI startup was recognized by judges from NVIDIA, OpenAI, and leading venture firms for its robotics foundation model already being deployed in early industrial use cases. The Physical AI startup was recognized by judges from NVIDIA, OpenAI, and leading venture firms for its robotics foundation model already being deployed in early industrial use cases.
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Nebius AI Cloud 3.1 Delivers Next-Generation NVIDIA Blackwell Ultra Compute with Transparent Capacity Management for AI at Scale
Published: December 17, 2025 by: Business Wire
Sentiment: Neutral
AMSTERDAM--(BUSINESS WIRE)--Nebius today announced Nebius AI Cloud 3.1, bringing next-generation NVIDIA Blackwell Ultra compute and enhanced operational capabilities to the latest release of its full-stack AI cloud platform. Version 3.1 builds on the foundations of Nebius AI Cloud “Aether”, adding transparent capacity management and expanded infrastructure to deliver the operational visibility and resource-planning capabilities that customers need as they scale AI in production. As customers mo.
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Nebius Stock Up 74% in Six Months: Should Investors Hold or Offload?
Published: December 15, 2025 by: Zacks Investment Research
Sentiment: Neutral
NBIS stock surges in six months, but stretched valuation, rising costs and execution risks are raising doubts about its near-term outlook.
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Nebius: Unparalleled AI Infrastructure Moat
Published: December 12, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. represents a strong long-term Buy opportunity due to its unparalleled AI infrastructure moat, robust hyperscaler partnerships, and exceptional engineering talent. NBIS's partnerships with Microsoft and Meta Platforms validate its technological edge and provide long-term revenue visibility for this $23B worth company. Management's aggressive CapEx guidance increase to $5B for FY2025 and a robust balance sheet support sustained, rapid growth.
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Nebius: Smart Money Bought The Dip, Here's Why
Published: December 10, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius has rapidly emerged as a $25B AI-infrastructure leader, attracting major institutional capital and high-profile strategic investors. NBIS's vertical integration, hyperscale buildouts, and full-stack AI cloud platform position it as a next-generation hyperscaler with accelerating demand. Technical analysis signals a bullish setup above $100, with margin structure already improving and EBITDA margins reaching 19% in Q3.
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Will Nebius' $5B CapEx Spike Weigh on Its 2025 EBITDA Targets?
Published: December 05, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS lifts 2025 capex to $5 billion while racing to meet AI demand, raising questions about its path to a slightly EBITDA-positive year-end.
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Nebius Group N.V. (NBIS) Presents at UBS Global Technology and AI Conference 2025 Transcript
Published: December 03, 2025 by: Seeking Alpha
Sentiment: Neutral
Nebius Group N.V. (NBIS) Presents at UBS Global Technology and AI Conference 2025 Transcript
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Nebius: A Sober Look At The Math Behind The $9 Billion Target
Published: December 03, 2025 by: Seeking Alpha
Sentiment: Negative
Nebius remains a high-risk, high-growth AI cloud play with a reiterated "Buy" rating amid recent volatility. NBIS targets $7–$9 billion ARR by end-2026, driven by major deals with Microsoft and Meta, with over half already booked. Rapid infrastructure build-out will likely shift NBIS to a net debt position and could double shares outstanding, impacting valuation.
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Nebius leverages Microsoft, Meta contracts for AI expansion
Published: December 03, 2025 by: Reuters
Sentiment: Positive
Netherlands-based data centre operator Nebius will leverage recent multi-billion dollar contracts with Microsoft and Meta to build its business with traditional firms and emerging AI companies that could be future tech titans, its co-founder said.
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Nebius Stock: The Market Is Missing A Huge 2026 ARR Growth Surge
Published: December 02, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group (NYSE:NBIS) is nearing EBITDA profitability, driven by rapid ARR growth and AI hyperscaler contracts. NBIS targets 2025 ARR of $900M–$1.1B and 2026 ARR of $7B–$9B, reflecting hyperscaler deal momentum. Valuation models indicate 61%–159% upside, but significant CapEx, dilution, and leverage risks require close monitoring.
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Nebius Dropped 30% From Highs — But Its Growth Story Didn't
Published: November 28, 2025 by: Benzinga
Sentiment: Negative
Nebius Group NV (NASDAQ: NBIS) may have closed up 6.54% on Wednesday at $94.69, yet the stock still trades roughly 30% below its 52-week high of $141.10. For most companies, that kind of drawdown is a distress signal.
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NBIS vs. GOOGL: Which AI-Infrastructure Play is the Better Buy Now?
Published: November 28, 2025 by: Zacks Investment Research
Sentiment: Neutral
AI infrastructure is the new investment frontier, with Nebius scaling fast and Google leveraging its cloud dominance for growth.
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10 AI Stocks I'd Buy Right Now
Published: November 27, 2025 by: The Motley Fool
Sentiment: Negative
The recent artificial intelligence (AI) sell-off has created attractive entry points in names ranging from chipmakers to data center operators. Infrastructure plays like CoreWeave and Nebius have pulled back sharply despite locking in tens of billions in hyperscaler contracts.
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Alger International Opportunities Fund Q3 2025 Portfolio Update
Published: November 24, 2025 by: Seeking Alpha
Sentiment: Neutral
Class A shares of the Alger International Opportunities Fund underperformed the MSCI ACWI ex USA Index during the third quarter of 2025. Returns from individual stock selection detracted from relative performance, while factor exposures had a positive impact. Among countries, the Netherlands, Belgium, and Spain provided the largest contributions to relative performance, while Japan, the United Kingdom, and China were the most notable detractors from relative performance.
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Nebius: Why Its Finland Campus Could Hit $650 To $900M Annually
Published: November 24, 2025 by: Seeking Alpha
Sentiment: Negative
Nebius Group reported 3Q25 revenue of $146.1M, up 355% YoY, but missed estimates and posted a $100.4M adjusted net loss. NBIS is rapidly expanding AI infrastructure, highlighted by the Mäntsälä campus scaling to 75MW, potentially generating $650M-$1B in annual recurring revenue. Despite high cash burn and premium valuation multiples, NBIS's long-term growth is anchored by major capacity expansions and strategic deals.
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Nebius Stock: With Great Volatility Comes Great Opportunity (Rating Upgrade)
Published: November 21, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. shares have fallen 35% from recent highs. NBIS stock has been caught up in a broader AI selloff. While volatility lies ahead, I think NBIS is a long-term winner.
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Why Aggressive Growth Investors Should Seize The Opportunity With Nebius
Published: November 21, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius is a rebranded international AI-cloud company spun off from Yandex, now focused on global growth and innovation. NBIS shares surged post-relisting but dropped after Q3 2025 earnings missed expectations, as revenue growth underperformed and supply constraints limited near-term upside. Despite short-term setbacks, NBIS secured major long-term contracts with Microsoft and Meta, ensuring significant revenue ramp-up through 2026-2027.
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Big Tech's $405B Bet: Why AI Stocks Are Set Up For A Strong 2026
Published: November 20, 2025 by: Seeking Alpha
Sentiment: Positive
The latest quarter showed a 19% QoQ increase in Big Tech spending, confirming continued conviction in the build-out of AI infrastructure. Capital spending for the AI buildout has risen 44.6% from initial estimates, a substantial jump considering the scale already measured in hundreds of billions. Since the beginning of the year, Big Tech Capex estimates have increased from $280 billion to $405 billion, an impressive 31% positive revision.
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Can Nebius Overcome Its Capacity Bottleneck to Drive Higher Revenues?
Published: November 20, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS races to expand capacity as surging AI demand sells out every build, driving huge CapEx plans and reshaping revenue targets.
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Nebius: Valuation Update After Q3 Results -- Raising Price Target To $147
Published: November 18, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. shares fell sharply despite a strong quarter, highlighted by a $3B Meta contract and robust AI segment growth. NBIS raised CapEx guidance and announced a 25M share ATM program, spooking the market. I project rapid revenue and capacity growth through 2028, with fair value estimates for NBIS rising to $147 per share, up from $138 previously.
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Nebius: Wall Street's Blind Spot
Published: November 17, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. faces extreme demand overflow, with Q3 pipeline soaring 70% QoQ to $4B, far exceeding current energizable capacity. Microsoft's $17–19.4B deal and Meta's $3B contract are capped by power limits, not customer appetite. NBIS management raised 2026 contracted power targets from 1GW to 2.5GW, with 800MW–1GW expected fully connected and revenue-generating.
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Nebius Shares Fall Post Q3 Earnings: Should Investors Hold or Sell?
Published: November 14, 2025 by: Zacks Investment Research
Sentiment: Neutral
NBIS sinks on wider losses and a tightened revenue outlook, raising fresh questions about its breakneck AI infrastructure expansion.
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Can Equities Stabilize after the Government Reopens?
Published: November 13, 2025 by: Zacks Investment Research
Sentiment: Positive
As traders position for year-end, the government shutdown is over, major market indices are filling gaps, and seasonal momentum looms.
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Nebius Stock Keeps Falling. Here's Why You Should Be a Buyer
Published: November 13, 2025 by: 24/7 Wall Street
Sentiment: Negative
Nebius Group ( NASDAQ:NBIS ) was pulled out of obscurity earlier this year when Nvidia ( NASDAQ:NVDA ) revealed its hidden investment portfolio had taken a stake in the AI data center stock.
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Morgan Stanley's Stephen Byrd: Data centers will face 20% energy shortfall through 2028
Published: November 12, 2025 by: CNBC Television
Sentiment: Negative
Stephen Byrd, Morgan Stanley global head of thematic research, joins CNBC's 'Money Movers' to discuss outlooks on energy demand as AI buildouts ramps up across the U.S.
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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