Nebius Group N.V. (NBIS)
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- symbol NBIS
- Rev/Share 1.3677
- Book/Share 19.1051
- PB 4.3125
- Debt/Equity 0.9497
- CurrentRatio 6.5656
- ROIC -0.0542
- MktCap 19773600000.0
- FreeCF/Share -6.0689
- PFCF -12.9391
- PE 95.1671
- Debt/Assets 0.4523
- DivYield 0
- ROE 0.0581
- 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 | Morgan Stanley | -- | Equal Weight | -- | $126 | Jan. 15, 2026 |
| 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
Nebius Earnings Preview: Growth Now, Rubin Expansion Ahead
Published: February 02, 2026 by: Seeking Alpha
Sentiment: Positive
With earnings due on February 12th, Nebius is expected to post explosive revenue growth in 4Q25 and FY25, while near-term profitability remains under pressure as the company continues to invest heavily in AI infrastructure and expand its product portfolio. NBIS is set to commercialize Nvidia's Vera Rubin NVL72, positioning itself among the first cloud providers to offer this next-gen AI infrastructure. NBIS aims to differentiate through benchmark-validated, regionally deployed AI infrastructure, addressing regulatory and latency concerns for enterprise customers.
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Alger Small Cap Focus Fund Q4 2025 Portfolio Update
Published: January 29, 2026 by: Seeking Alpha
Sentiment: Positive
Class A shares of the Alger Small Cap Focus Fund outperformed the Russell 2000 Growth Index during the fourth quarter of 2025. Exact Sciences Corporation, Guardant Health, Inc., and Natera, Inc. were among the top contributors to performance. Nebius Group, uniQure N.V., and Stevanato Group were among the top detractors from performance.
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Nebius vs. Amazon: Which AI Cloud Stock is the Better Buy?
Published: January 27, 2026 by: Zacks Investment Research
Sentiment: Positive
NBIS targets rapid AI cloud growth with major contracts and global expansion, while Amazon leverages scale and AI across cloud and retail.
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Nebius: The Q4 Results Should Trigger A Rally (Earnings Preview)
Published: January 27, 2026 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. remains a high-conviction Buy ahead of Q4 earnings, with operational updates likely to drive price action. NBIS's revenue guidance for FY2025 is now $500-550 million, with execution on new capacity in Finland, New Jersey, and London key to upside. Recent facility launches, particularly London, are underappreciated by consensus and may catalyze a positive Q4 surprise.
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Did Nvidia's CEO Just Deliver the Ultimate Buy Signal for Nebius?
Published: January 21, 2026 by: 24/7 Wall Street
Sentiment: Positive
Nebius Group ( NASDAQ:NBIS ) is forecasting up to 1,600% revenue growth by the end of 2026, driven by surging demand for AI compute infrastructure.
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Alger Capital Appreciation Fund Q4 2025 Portfolio Update
Published: January 20, 2026 by: Seeking Alpha
Sentiment: Neutral
Class A shares of the Alger Capital Appreciation Fund underperformed the Russell 1000 Growth Index during the fourth quarter of 2025. Alphabet Inc., Western Digital Corporation, and Natera, Inc. were among the top contributors to performance. Nebius Group, Meta Platforms Inc, and Sea Limited were among the top detractors from performance.
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Nebius: I Was All Wrong About AI Infrastructure Demand (Upgrade)
Published: January 20, 2026 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. (NBIS) is upgraded to 'Buy' after massive validation wins and deepening Nvidia partnerships, which positions NBIS as a five-star AI infrastructure player. AI infrastructure demand is accelerating, with industry-wide bullishness and a forecasted doubling of AI-related investments in 2026. Valuation remains a significant risk, so I plan to initiate a small position with plans to add on sentiment-driven dips.
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Alger Spectra Fund Q4 2025 Portfolio Update
Published: January 19, 2026 by: Seeking Alpha
Sentiment: Negative
Class A shares of the Alger Spectra Fund underperformed the Russell 3000 Growth Index during the fourth quarter of 2025. Alphabet Inc., Natera, Inc., and Cidara Therapeutics, Inc. were among the top contributors to performance. Nebius Group N.V., Microsoft Corporation, and Meta Platforms Inc. were among the top detractors from performance.
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Nebius Is Entering The Hardest Phase
Published: January 14, 2026 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. has consolidated after a parabolic 2025 re-rating, rebounding ~20%, with primary uptrend intact above long-term averages. Meta's Meta Compute validates long-duration AI infrastructure demand, reinforcing capacity scarcity and multi-year contracted revenue visibility. Revenue is expected to surge from $556 million in 2025 to $3.45 billion in 2026, a 521% year-over-year increase.
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Nebius Skyrockets 30% in a Month: Should Investors Buy or Hold Now?
Published: January 14, 2026 by: Zacks Investment Research
Sentiment: Positive
NBIS surges nearly 30% in a month as AI cloud demand, big tech deals and rapid data center expansion fuel a 97% six-month rally.
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Nebius: The Bottom May Be In - But When Do We Sell? (Technical Analysis)
Published: January 13, 2026 by: Seeking Alpha
Sentiment: Negative
Nebius Group N.V. stock may have put in a bottom. There's room for NBIS stock to run to over $150. Execution and bottleneck risks threaten the bull thesis.
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Can Nebius' Data Center Expansion Sustain Growth as Competition Rises?
Published: January 08, 2026 by: Zacks Investment Research
Sentiment: Positive
NBIS' growth hinges on accelerating data center buildouts and power contracts as AI demand stays strong but capacity remains the bottleneck.
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Is NBIS Building a Full-Stack AI Monetization Engine With NVIDIA Rubin?
Published: January 07, 2026 by: Zacks Investment Research
Sentiment: Neutral
Nebius will deploy NVIDIA's Rubin platform in 2H26, becoming one of the first AI cloud providers to offer Vera Rubin NVL72 in the U.S. and Europe.
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Nebius: Valuation Has Reset As Bad News Priced In (Upgrade)
Published: January 05, 2026 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. is upgraded to a Speculative Buy as the bullish narrative is now looking a lot more enticing after the valuation reset. NBIS must accelerate its transition to a full-stack AI cloud, differentiating beyond GPU compute to sustain its growth premium and investor confidence. Key risks include low FCF margins through FY2029, more costly financing, and capacity constraints, but $4B backlog and marquee clients support a $20B FY2029 revenue target.
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NBIS vs. MSFT: Which AI Infrastructure Stock Has More Upside?
Published: December 31, 2025 by: Zacks Investment Research
Sentiment: Positive
Nebius offers pure-play AI infrastructure growth, while Microsoft leverages massive scale and embedded AI to dominate enterprise demand.
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This Technology Stock Could Turn $1,000 Into $10,000
Published: December 31, 2025 by: The Motley Fool
Sentiment: Positive
Nebius is benefiting from the ongoing shortages in AI infrastructure capacity. The company plans to rapidly expand data center capacity.
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CoreWeave vs. Nebius: Which AI Infrastructure Stock is the Better Buy?
Published: December 29, 2025 by: Zacks Investment Research
Sentiment: Neutral
CRWV outpaces NBIS in the AI cloud race on scale and backlog, but leverage, supply delays and lowered guidance raise questions about its growth path.
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Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks
Published: December 26, 2025 by: 24/7 Wall Street
Sentiment: Neutral
Artificial intelligence is driving explosive demand for computing power as companies invest heavily to develop and deploy AI models.
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Nebius: A Gift That Will Keep On Giving
Published: December 23, 2025 by: Seeking Alpha
Sentiment: Neutral
Nebius Group N.V. has explosive revenue and ARR growth fueled by AI infrastructure investments. The NBIS ARR is projected to reach $7–$9B by the end of next year but comes at the expense of shareholder equity, a headwind you will face. Heavy losses and ongoing cash burn are expected for NBIS through 2026.
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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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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