Nebius Group N.V. (NBIS)
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RS: Spot Tomorrow's Leaders in Today's Volatility
Published: April 07, 2026 by: Zacks Investment Research
Sentiment: Negative
AI infrastructure stocks like AAOI, SNDK, and NBIS are showing resilience amid the broader market's stumble.
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OpenAI & Anthropic Prove the AI Revolution is Just Starting
Published: April 01, 2026 by: Zacks Investment Research
Sentiment: Positive
While geopolitical tensions provide a constant drumbeat of anxiety for the average investor, the underlying fundamentals of the AI sector tell a much different story.
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Nebius Launches Aether 3.5 to Simplify and Scale AI Workloads
Published: March 30, 2026 by: Zacks Investment Research
Sentiment: Neutral
NBIS unveils AI Cloud 3.5 with serverless tools and NVIDIA GPUs, aiming to simplify AI development while scaling capacity to meet rising demand.
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Nebius: The $45 Billion Backlog Nobody Is Pricing In
Published: March 27, 2026 by: Seeking Alpha
Sentiment: Positive
Nebius (NBIS) is positioned as a leading GPU-based 'neocloud' provider, set to capture substantial market share in the AI infrastructure arms race. With a $27B Meta deal and $17.5B Microsoft contract, NBIS boasts a $46B backlog, supporting management's $7–9B ARR guidance for year-end. NBIS targets adjusted EBITDA margins in the 40% range by FY2026, with management's historically accurate projections underpinning confidence in the growth trajectory.
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Nebius: The Market Got This Wrong
Published: March 25, 2026 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. is shifting from capital-heavy infrastructure to a pre-sold, demand-driven AI platform with fully utilized capacity and rising pricing power. Nvidia's $2 billion investment and 5GW roadmap position NBIS as a core execution partner within a trillion-dollar AI infrastructure ecosystem. The Meta deal secures $12 billion in capacity with upside to $27 billion, validating long-term demand and revenue visibility.
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Here's how CoreWeave and Nebius can prove the AI doubters wrong
Published: March 24, 2026 by: Market Watch
Sentiment: Positive
The companies are solidifying their positions as leaders in the AI infrastructure market, even as Big Tech companies build their own data centers.
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Nebius Is a High‑Risk Swing—But Could the Payoff Justify the Volatility?
Published: March 20, 2026 by: 24/7 Wall Street
Sentiment: Positive
Shares of Nebius Group (NASDAQ:NBIS) have been wildly volatile since the start of October, and while the technicals paint a horrifying picture, especially if you see a double-top pattern potentially in the works, I'd argue that the AI up-and-comers breakout moment may still be buying into the recent wave of weakness.
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Nebius: A Brilliant Opportunity In The AI Infrastructure Space
Published: March 05, 2026 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. is scaling rapidly as a leading AI cloud provider, exceeding financial and capacity targets amid surging global demand. NBIS has secured major contracts with hyperscalers Meta and Microsoft, driving robust revenue growth, high utilization, and strong pricing power. Financial discipline is evident: 2025 saw 547% YoY revenue growth, positive EBITDA, and $3.7B cash on hand, supporting $16–20B capex plans for 2026.
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Nebius Boosts Infrastructure Expansion With 1.2GW AI Factory Approval
Published: March 05, 2026 by: Zacks Investment Research
Sentiment: Positive
NBIS wins approval for Chapter 100 incentives to build a 1.2-GW AI factory campus in Independence, a 400-acre project central to its long-term U.S. expansion.
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Nebius' 1.2 GW Win: A $20B Bet on AI Infrastructure
Published: March 05, 2026 by: MarketBeat
Sentiment: Positive
Shares of Nebius Group NASDAQ: NBIS have been rising in direct response to a monumental announcement that solidifies the company's high-stakes pivot into the heart of the artificial intelligence (AI) revolution.
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Nebius Group N.V. (NBIS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Published: March 04, 2026 by: Seeking Alpha
Sentiment: Neutral
Nebius Group N.V. (NBIS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
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Nebius Group Just Became a Major AI Infrastructure Player
Published: March 04, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Nebius Group ( NASDAQ:NBIS ) has already established itself as one of the fastest-growing names in the AI infrastructure market.
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Nebius vs. Alphabet: Which AI Cloud Stock is the Better Buy?
Published: February 26, 2026 by: Zacks Investment Research
Sentiment: Positive
NBIS AI cloud revenue surges 830% while GOOGL leverages AI to boost search, YouTube and Google Cloud growth.
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Alger SICAV - Alger Dynamic Opportunities Fund Q4 2025 Portfolio Update
Published: February 24, 2026 by: Seeking Alpha
Sentiment: Neutral
For the quarter, Alger SICAV - Alger Dynamic Opportunities Fund portfolio's average long exposure was 80.88% and the average short exposure was -32.28%. Long positions MongoDB, Inc., Natera, Inc., and Alphabet Inc. were among the top contributors to performance. Long positions Meta Platforms Inc., Nebius Group, and Roblox Corp. were among the top detractors from performance.
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The Wall of Worry: Why Markets are Primed for a Spring Surge
Published: February 23, 2026 by: Zacks Investment Research
Sentiment: Negative
Don't let the headlines fool you. While geopolitical tensions and "AI fatigue" dominate the news cycle, the underlying data tells a different story.
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Nebius: Profitable On EBITDA Basis As AI Cloud Demand Explodes
Published: February 23, 2026 by: Seeking Alpha
Sentiment: Positive
Nebius: Profitable On EBITDA Basis As AI Cloud Demand Explodes
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Neocloud Contagion: CoreWeave Financing Woes Drag Down Nebius, Applied Digital
Published: February 20, 2026 by: Benzinga
Sentiment: Negative
The sell-off was ignited by a Business Insider report suggesting a major financing friction point for CoreWeave's ambitious infrastructure expansion.
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Nebius' AI Infrastructure Rally Is Back—And the Numbers Explain Why
Published: February 20, 2026 by: MarketBeat
Sentiment: Positive
Nebius Group NASDAQ: NBIS has quickly emerged as one of the market's standout performers in AI infrastructure. Over the past week alone, shares have surged more than 21%, fueled by confident forward guidance and a wave of bullish analyst upgrades alongside BlackRock's massive bet on Nebius Group.
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Battle Royale: Nebius vs. UiPath. Only One Can Make You Rich.
Published: February 20, 2026 by: The Motley Fool
Sentiment: Positive
In its latest earnings report, Nebius reported a 547% increase in quarterly revenue compared to the year prior. UiPath achieved its first GAAP profitable quarter in the company's third-quarter fiscal 2026.
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Can Nebius Reach $7-$9B Annualized Run-Rate Revenue in 2026?
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Positive
NBIS targets $7B-$9B ARR by 2026 after topping $1.2B in 2025, expanding data centers and AI cloud deals as Microsoft rollout builds.
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NBIS: A Vertically Integrated AI Infrastructure Powerhouse
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Positive
Tech giants are doubling down on a data center buildout that now accounts for more than 2% of GDP. Learn how Nebius Group is perfectly positioned to ride the wve.
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Alger Mid Cap Growth Fund Q4 2025 Portfolio Update
Published: February 17, 2026 by: Seeking Alpha
Sentiment: Neutral
Class A shares of the Alger Mid Cap Growth Fund outperformed the Russell Midcap Growth Index during the fourth quarter of 2025. Cidara Therapeutics, Inc., Natera, Inc., and Abivax were among the top contributors to performance. Roblox Corp. Class A, e.l.f. Beauty, Inc., and Nebius Group were among the top detractors from performance.
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Nebius: The Devil Is In The Details
Published: February 17, 2026 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V.'s Q4 results reinforced execution, with 2025 ARR exceeding the high-end of guidance at $1.2 billion, lending credibility to up to $3.4 billion revenue and $9 billion ARR in 2026. However, the accompanying step-up in capex to $16-20 billion this year risks contradicting investors' growing demand for scalable AI returns, especially as Nebius faces higher sales and customer acquisition costs. While demand remains resilient, the stock's comparable premium to Big Tech hyperscalers reflects increasing expectations for ROI and FCF inflection, which hasn't yet been proven scalable nor durable at Nebius.
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Nebius Stock Up Post Q4 Earnings: Buy, Stay Invested or Offload?
Published: February 16, 2026 by: Zacks Investment Research
Sentiment: Positive
NBIS stock jumps after Q4 as AI cloud revenue soars 830%, EBITDA turns positive and capacity plans target $7-$9B run-rate by 2026.
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Nebius Group Q4 Earnings: My CliffsNotes On Revenue Recognition
Published: February 16, 2026 by: Seeking Alpha
Sentiment: Positive
With updated Q4 earnings, Nebius Group trades at an eye-catching 855x GAAP P/E, but headline EPS figures misrepresent true cash generation. NBIS's Q4 operating cash flow was $834M, aided by large unearned revenue inflows, despite negative GAAP and non-GAAP EPS. Q4 CAPEX surged to $2.1B—over 2x operating cash flow—driven by aggressive AI infrastructure expansion and data center buildout.
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Nebius: In Energy We Trust
Published: February 13, 2026 by: Seeking Alpha
Sentiment: Neutral
Nebius Group N.V. delivered exceptional Q4 results, with +547% YoY revenue growth and AI cloud revenue up +800%, but faces mounting energy infrastructure constraints. NBIS's growth is now gated by the pace at which contracted megawatts become connected and monetizable, not by demand or product-market fit. Management targets 800 MW–1 GW connected power by end-2026, but grid bottlenecks raise schedule and valuation risk as stocks remain priced for perfection.
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Nebius: Incrementally Bullish After Positive Report
Published: February 13, 2026 by: Seeking Alpha
Sentiment: Positive
Nebius Group remains a top AI hyperscaler, with a bullish outlook supported by robust infrastructure expansion and ambitious financial targets. NBIS targets $7–$9 billion ARR and 800 MW–1 GW connected power by 2026, leveraging mega-contracts with Meta and Microsoft. Pivoting to self-developed, full-stack data centers should improve cost control but raise capital intensity and execution risks.
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Nebius Q4: Path To Potential $180 Share Price
Published: February 13, 2026 by: Seeking Alpha
Sentiment: Positive
Nebius delivered Q4 revenue up 547% YoY and achieved positive EBITDA, signaling robust AI-driven growth and operational execution. NBIS ended 2025 with $1.2B ARR, beating guidance, and projects $7B–$9B ARR by 2026, with a focus on recurring revenue metrics. Core adjusted EBITDA margin expanded to 24% in Q4; management guides for a 40% group adjusted EBITDA margin by 2026, supported by upfront client payments.
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Nebius Group Stock: Build, Sell, Repeat
Published: February 12, 2026 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. remains a Strong Buy, supported by robust forward guidance and strategic developments. NBIS targets 40% adjusted EBITDA margins by 2026, with significant capex plans largely financed by customer prepayments. GPU rental prices are rising, contracts are lengthening, and the Tavily acquisition enhances NBIS' AI software stack.
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Nebius Group's Mushrooming Capex Overshadows Its Hypergrowth
Published: February 12, 2026 by: 24/7 Wall Street
Sentiment: Positive
Nebius Group ( NASDAQ:NBIS ) released its fourth-quarter and full-year 2025 earnings this morning that demonstrated explosive growth in its AI cloud operations.
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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