Nebius Group N.V. (NBIS)

NL — Communication Services Sector
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Key Metrics & Ratings

  • 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
NBIS
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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image for news Nebius Stock: Why I'm Finally Buying In
Will Nebius' Toloka and ClickHouse Stakes Fund Its AI Expansion?
NBIS
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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image for news Will Nebius' Toloka and ClickHouse Stakes Fund Its AI Expansion?
Nebius Stock Surges 49% in a Month: Should You Hold or Offload?
NBIS
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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image for news Nebius Stock Surges 49% in a Month: Should You Hold or Offload?
Nebius: At The Heart Of The AI Gold Rush
NBIS
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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image for news Nebius: At The Heart Of The AI Gold Rush
Nebius: Nebulas And Infinite Loops For A Bright Future
NBIS
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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image for news Nebius: Nebulas And Infinite Loops For A Bright Future
Can Nebius' Data Center Expansion Drive Growth Amid Rising Competition?
NBIS
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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image for news Can Nebius' Data Center Expansion Drive Growth Amid Rising Competition?
Top Stock Pick Report: A Q3 For the Record Books
BA, BE, BEAM, CF, COIN, CVNA, DB, DELL, EZPW, LC, NBIS, OPRA, RKLB, ROKU, SE, SEIC, SOFI, STM
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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image for news Top Stock Pick Report: A Q3 For the Record Books
Nebius: One Hyperscaler Already In - How Many More Will Join The Party?
NBIS
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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image for news Nebius: One Hyperscaler Already In - How Many More Will Join The Party?
3 Best Performing Stocks in 2025 (OKLO, IREN, NBIS)
IREN, NBIS, OKLO
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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image for news 3 Best Performing Stocks in 2025 (OKLO, IREN, NBIS)
3 Sizzling-Hot AI Stocks That Have Skyrocketed Over 120% This Year
APP, CRWV, NBIS
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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image for news 3 Sizzling-Hot AI Stocks That Have Skyrocketed Over 120% This Year
Nebius: Not Just A Neocloud But An Entire Ecosystem
NBIS
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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image for news Nebius: Not Just A Neocloud But An Entire Ecosystem
NBIS vs. MSFT: Which AI Infrastructure Stock is the Smarter Bet?
MSFT, NBIS
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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image for news NBIS vs. MSFT: Which AI Infrastructure Stock is the Smarter Bet?
2 AI Stocks With Record Breaking Rallies: Can They Continue?
HUT, NBIS
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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image for news 2 AI Stocks With Record Breaking Rallies: Can They Continue?
Nebius Vs. Palantir: At >100x Sales, Which AI Stock Is The Better Buy?
NBIS, PLTR
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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image for news Nebius Vs. Palantir: At >100x Sales, Which AI Stock Is The Better Buy?
Nebius Sees Robust AI Cloud Growth: Will the Momentum Continue?
NBIS
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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image for news Nebius Sees Robust AI Cloud Growth: Will the Momentum Continue?
Nebius: Overvaluation Miss Becomes A Win (Rating Upgrade)
NBIS
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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image for news Nebius: Overvaluation Miss Becomes A Win (Rating Upgrade)
Nebius: Winter Is Coming - So Is GPU Demand (Double Upgrade)
NBIS
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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image for news Nebius: Winter Is Coming - So Is GPU Demand (Double Upgrade)
Nebius Group announces exercise of the underwriters' option to purchase additional Class A shares
NBIS
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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image for news Nebius Group announces exercise of the underwriters' option to purchase additional Class A shares
Nebius' Monster Rally Could Be Just The Warm-Up
NBIS
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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image for news Nebius' Monster Rally Could Be Just The Warm-Up
Nebius Group: Global Infrastructure Expansion To Drive Growth And Value
NBIS
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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image for news Nebius Group: Global Infrastructure Expansion To Drive Growth And Value
Nebius Reaffirms $2B Capex for 2025: Enough to Fuel Expansion?
NBIS
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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image for news Nebius Reaffirms $2B Capex for 2025: Enough to Fuel Expansion?
NBIS Stock Surges 25% in a Month: Stay Invested or Book Profits?
NBIS
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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image for news NBIS Stock Surges 25% in a Month: Stay Invested or Book Profits?
Nosebleed Valuation: Why Nebius's Microsoft Deal Changes Everything
NBIS
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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image for news Nosebleed Valuation: Why Nebius's Microsoft Deal Changes Everything
Wall Street Week in Review: Stocks Notch Highs Despite Pessimism
AVGO, HOOD, MSFT, NBIS, NVDA, OPEN, ORCL, TSLA
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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image for news Wall Street Week in Review: Stocks Notch Highs Despite Pessimism
Nebius Raises $3.7 Billion in Wake of Microsoft AI Deal
NBIS
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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image for news Nebius Raises $3.7 Billion in Wake of Microsoft AI Deal
Nebius Group: The Bubble That Wasn't, Microsoft Just Proved You Wrong
MSFT, NBIS
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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image for news Nebius Group: The Bubble That Wasn't, Microsoft Just Proved You Wrong
Nebius to raise up to $3B to accelerate AI cloud expansion
NBIS
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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image for news Nebius to raise up to $3B to accelerate AI cloud expansion
Nebius Group Announces Proposed Private Offering of $2 Billion of Convertible Senior Notes
NBIS
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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image for news Nebius Group Announces Proposed Private Offering of $2 Billion of Convertible Senior Notes
Nebius provides financing update
NBIS
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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image for news Nebius provides financing update
Nebius Group Announces Proposed Public Offering of Class A Ordinary Shares
NBIS
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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image for news Nebius Group Announces Proposed Public Offering of Class A Ordinary Shares

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

Nebius Group N.V., operates as a technology company that engages in building full-stack infrastructure to service the global AI industry. Its businesses include Nebius, an AI-centric cloud platform built for intensive AI workloads. Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. The company's businesses also comprise Toloka AI, a data partner for various stages of generative AI development; TripleTen, an edtech player re-skilling people for careers in tech; and Avride, which develops autonomous driving technology for self-driving cars and delivery robots. The company was formerly known as Yandex N.V. and changed its name to Nebius Group N.V. in August 2024. Nebius Group N.V. was founded in 1989 and is headquartered in Amsterdam, the Netherlands with R&D hubs across Europe, North America and Israel.