Nebius Group N.V. (NBIS)
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- symbol NBIS
- Rev/Share 1.0069
- Book/Share 1238.1043
- PB 0.087
- Debt/Equity 0.3154
- CurrentRatio 14.6966
- ROIC -0.0012
- MktCap 24101983755.0
- FreeCF/Share 0.0
- PFCF 0.0
- PE 105.8265
- 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 5
- D/E Score 3
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: 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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These stocks are headed for a potential short squeeze. Here's how to invest
Published: September 09, 2025 by: CNBC Television
Sentiment: Positive
Danielle Shay, Simpler Trading VP of options, joins 'Power Lunch' to discuss the investing plays Shay is looking at, Shay's thoughts on Nebius Group and much more.
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Nebius: I Was Wrong, It Is Growing Into Something Special
Published: September 09, 2025 by: Seeking Alpha
Sentiment: Positive
What does the $17.4B deal with Microsoft really mean for Nebius Group N.V.'s future? Could investors start paying Palantir-like multiples for this AI hyperscaler? I wasn't bullish enough. NBIS stock could reach over $300 by 2030, perhaps even $1000.
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Nebius: 5 Top AI Stocks Roadmap, Year-End 2025
Published: September 09, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. just inked a $17.4+ billion deal with Microsoft, another indication the AI megatrend is alive and well. However, not al top AI stocks are created equally, especially as we begin to progress through different phases of the AI/cloud megatrend cycle. After reviewing NBIS, this report highlights 5 additional top AI stocks (each at a different phase of the megatrend) and then concludes with an important takeaway about investing in AI.
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Nebius: Microsoft Home Run
Published: September 09, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. just landed a $17.4B, 5-year AI GPU contract with Microsoft, massively exceeding previous revenue expectations. The AI cloud company is uniquely positioned with under appreciated assets and limited debt, enabling aggressive AI infrastructure expansion and further customer growth beyond Microsoft. Despite a sharp after-hours stock jump, Nebius trades at only 4x conservative 2027 ARR estimates, leaving significant upside as the Microsoft deal ramps.
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Nebius surges on Microsoft deal
Published: September 09, 2025 by: CNBC Television
Sentiment: Positive
CNBC's Kristina Partsinevelos joins 'Money Movers' to discuss what's behind shares of Nebius surging.
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Nebius's deal with Microsoft points to astounding growth — and CoreWeave could benefit too
Published: September 09, 2025 by: Market Watch
Sentiment: Positive
The new contract between Nebius and Microsoft could foreshadow future deals with large tech companies that are trying to limit a drain on their cash flow.
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Watch These Nebius Price Levels as Stock Surges on AI Deal With Microsoft
Published: September 09, 2025 by: Investopedia
Sentiment: Positive
Nebius Group shares jumped Tuesday after the Amsterdam-based AI infrastructure provider said it has inked an agreement with Microsoft worth up to $19.4 billion over five years.
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Nvidia-Backed Nebius Stock Soars 50% on AI Infrastructure Deal With Microsoft
Published: September 09, 2025 by: Investopedia
Sentiment: Positive
Shares of Nebius Group (NBIS) soared 50% in early trading Tuesday after the artificial intelligence infrastructure company struck a deal with Microsoft (MSFT) that could be valued as much as $19.4 billion.
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Nebius Jumps On The Microsoft Deal - It's A Real Game Changer
Published: September 09, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. stock surged 50% pre-market after announcing a $17.4B AI infrastructure deal with Microsoft, a true game-changer for NBIS. This contract size is massive relative to NBIS's market cap and could increase to $19.4B, dramatically improving the company's growth prospects. Microsoft's decision to partner with NBIS reflects a strategy to diversify AI infrastructure partners beyond CoreWeave, signaling strong industry validation.
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Nebius: Breaking Down The Microsoft Deal
Published: September 09, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius secured a $17.4B, five-year GPU infrastructure contract with Microsoft for its Vineland, NJ data center, signaling a major growth catalyst. The contract will be financed through a mix of Microsoft prepayments and secured debt, with manageable capital needs and no major financing obstacles foreseen. Rental economics are highly favorable, with strong unit economics compared to industry benchmarks, supporting robust revenue generation for Nebius.
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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