Nebius Group N.V. (NBIS)

NBIS, CRWV and BYND Forecast – AI Stocks and a Money Trap

AI-related stocks are showing signs of stabilization in pre-market trading, with Nebius and CoreWeave attempting rebounds while Beyond Meat continues to struggle near penny-stock territory. Traders watch key technical levels for confirmation of short-term direction.

Nebius Set To Join Meta And Oracle In The AI Debt Club

The AI boom isn't just reshaping technology — it's rewriting corporate balance sheets. After another quarter of breakneck growth, Nebius Group NV (NASDAQ:NBIS) signaled that the next phase of its expansion will be powered not by GPUs, but by debt.

Why Nebius Is 'Learning To Say No To Customers'

It's not often that a hypergrowth company complains about too much demand. But for Nebius Group NV (NASDAQ:NBIS), that's precisely the story.

Nebius: Microsoft, Then Meta - Now What?

Nebius Group N.V. reported Q3 '25 revenue of $146 million, up 355% YoY, but missed Wall Street's $155.4 million forecast. Despite the revenue miss, the buy thesis remains intact due to NBIS's rapid growth and position in the expanding AI infrastructure market. NBIS benefits from a proven executive team and operates in a capital-intensive, high-growth sector, supporting its long-term outlook.

Nebius Partners With Meta—AI Growth Could Send Stock to New Highs

Nebius Group's NASDAQ: NBIS stock price rally is only half over because this company is still in the earliest phases of hypergrowth, and the outlook is swelling. While the Q3 results fell slightly short of the consensus estimate, the bar was set high, the company grew at a high triple-digit pace, and the guidance is fantastic.

Nebius inks $3B AI infrastructure deal with Meta Platforms

Nebius Group NV (NASDAQ: NBIS) on Tuesday announced an agreement to deliver artificial intelligence (AI) compute infrastructure to Meta Platforms Inc (NASDAQ:META, ETR:FB2A, SIX:FB), valued at about $3 billion over five years. In September, Nebius signed a similar $19.4 billion deal with Microsoft.

Another Billion-Dollar Deal Boosts Popular AI Stock

AI giant Nebius Group (NASDAQ:NBIS) is 5.8% higher to trade at $103.53 this morning, brushing off a larger-than-expected net income loss and revenue miss for the third quarter.

Nebius Q3 2025 Earnings Confirm 3 Fundamental Strengths Against CoreWeave

Nebius Group N.V.'s Q3 earnings outperformance has reinforced its position as one of the most operationally disciplined contenders in the neocloud business, delivering sustained scalability and margin expansion despite inherent capital intensity. The company's organic growth trajectory remains well supported by sustained expansion of multi-year hyperscaler partnerships, including the latest multi-year $17 billion agreement with Microsoft and $3 billion with Meta. Adjacent capacity expansion across Europe and the U.S., alongside new initiatives like Nebius Token Factor are expected to enhance utilization and capital efficiency, reinforcing recoverability on fast-depreciating GPU assets.

Nebius lands $3B Meta AI contract, posts 355% revenue surge

Amsterdam-based Nebius Group (NBIS) has signed a $3 billion agreement with Meta Platforms to provide AI infrastructure over the next five years, underscoring the intensifying global race to secure computing power for artificial intelligence applications. The deal marks the company's second major partnership with a hyperscaler this year, following a $17.

Nebius to Report Q3 Earnings: How to Approach the Stock Now?

NBIS' surging AI cloud demand and $17.4B Microsoft deal boost momentum, but high capex and competition cloud near-term outlook.

Nebius: Thoughts Ahead Of Q3 Earnings And Following Hyperscaler Reports

Nebius Group N.V. remains well-positioned as hyperscaler CAPEX growth and AI sector momentum support robust demand for neocloud compute capacity. Recent volatility in NBIS shares is driven by sector-wide sentiment, Palantir's correction, and limited institutional coverage, not company-specific issues. Key growth drivers include new data center launches, Uber's investment in Avride, and the rollout of Token Factory, with further upside from potential another Microsoft contracts.

Nebius: The Hype Overwhelms Sobriety (Upgrade)

Nebius Group N.V. has surged over 100% since July, but this rally is not supported by improved fundamentals or profitability outlook. Despite a 30% increase in revenue estimates, NBIS's EPS forecasts have declined, raising concerns about its business model and valuation. NBIS stock's forward P/S ratio has soared to 51, making the current $27 billion market cap appear unjustified by near-term growth potential.

Suddenly, Traders Love Nebius Group (NBIS) Stock

Nebius Group (NASDAQ: NBIS) sentiment is doing something unusual.

Nebius Group vs. Amazon: Which AI Cloud Stock Has More Room to Run?

NBIS' 625% revenue surge reflects its rapid ascent in AI cloud infrastructure, yet AMZN's scale, chip innovation and steady growth reinforce its market edge.

Nebius Group: AI Infrastructure Powerhouse With Significant Upside Ahead

Nebius Group is rated Buy, leveraging strong AI infrastructure positioning and robust neocloud market growth for continued upside. NBIS benefits from tailored hardware and software, energy efficiency, a strong Nvidia partnership, and a $17.4B Microsoft deal, supporting its competitive edge and expansion. Valuation implies 34% upside with a $166 target, with potential for additional upside from future deals, though estimates are very sensitive to assumptions.

Alger Focus Equity Fund Q3 2025 Portfolio Update

Class A shares of the Alger Focus Equity Fund outperformed the Russell 1000 Growth Index during the third quarter of 2025. Shares of Nvidia contributed positively to performance largely because the company delivered results and guidance that reinforced its leadership in the artificial intelligence boom. During the quarter, James Hardie's shares declined after management delivered fiscal first-quarter results that disappointed investors and signaled a more cautious outlook.

CoreWeave and Nebius Are Solid Stocks to Bet on AI Infrastructure Explosion

The rise of the neocloud has really excited risk-taking AI investors who are comfortable with excess levels of volatility for a shot at bigger returns.

Fresh List of Stocks With Short Squeeze Potential

Our highlight on the list this reporting period goes to Netherlands-based tech conglomerate, Nebius Group NV (NASDAQ:NBIS).

Microsoft Just Lit a Fuse Under Nebius (NBIS). Buy Now Before It Takes Off

Alger Capital Appreciation Fund Q3 2025 Portfolio Update

Nebius is a leading provider of AI infrastructure and cloud-based solutions, delivering specialized GPU computing capabilities designed to support large-scale AI workloads for enterprise and research clients globally. AppLovin is an advertising technology company offering a digital platform that helps mobile app developers market, monetize, and analyze their apps. Talen Energy is an independent power producer operating in the PJM market across the Mid-Atlantic and Midwest, where constrained supply and rising demand from data centers running AI workloads - particularly in northern Virginia - are supporting higher power prices and capacity.

IREN Vs. Nebius: Why The Latter Is A Better AI Play

In this article, I'm comparing Nebius Group (NBIS) to IREN Limited (IREN) in order to find a better AI infrastructure play for growth investors. IREN's transition from Bitcoin mining to AI infrastructure has fueled growth, but reliance on external financing erodes its previous profitability edge. Nebius isn't just a cloud provider. They run great software and have a massive TAM. IREN can't compete on pricing with NBIS, although I like their alternative energy reliance.

Will Nebius' AI Cloud 3.0 Rollout Strengthen its Competitive Moat?

NBIS' launch of Aether, its AI Cloud 3.0 platform, signals a leap in secure, scalable infrastructure built to power enterprise AI innovation.

Nebius Stock: Why I'm Finally Buying In

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.

Will Nebius' Toloka and ClickHouse Stakes Fund Its AI Expansion?

NBIS' $17.4 billion Microsoft deal and surging AI demand spotlight how its ClickHouse and Toloka stakes can bankroll the next wave of expansion.

Nebius Stock Surges 49% in a Month: Should You Hold or Offload?

NBIS surges on explosive AI infrastructure growth, a $17.4B Microsoft deal and boosted guidance, but valuation risks loom.

Nebius: At The Heart Of The AI Gold Rush

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.

Nebius: Nebulas And Infinite Loops For A Bright Future

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.

Can Nebius' Data Center Expansion Drive Growth Amid Rising Competition?

NBIS accelerates its global data center rollout, building massive capacity from the US to Europe to fuel AI infrastructure growth.

Top Stock Pick Report: A Q3 For the Record Books

Subscribers to Chart of the Week received this commentary on Sunday, October 5.

Nebius: One Hyperscaler Already In - How Many More Will Join The Party?

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.