Nebius Group N.V. (NBIS)
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- symbol NBIS
- Rev/Share 1.3677
- Book/Share 19.1051
- PB 5.2421
- Debt/Equity 0.9379
- CurrentRatio 6.5656
- ROIC -0.0557
- MktCap 21848578582.0
- FreeCF/Share -4.1147
- PFCF -21.0873
- PE 115.6813
- Debt/Assets 0.4467
- DivYield 0
- ROE 0.0582
- 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 | 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 Stock: The Market Is Missing A Huge 2026 ARR Growth Surge
Published: December 02, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group (NYSE:NBIS) is nearing EBITDA profitability, driven by rapid ARR growth and AI hyperscaler contracts. NBIS targets 2025 ARR of $900M–$1.1B and 2026 ARR of $7B–$9B, reflecting hyperscaler deal momentum. Valuation models indicate 61%–159% upside, but significant CapEx, dilution, and leverage risks require close monitoring.
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Nebius Dropped 30% From Highs — But Its Growth Story Didn't
Published: November 28, 2025 by: Benzinga
Sentiment: Negative
Nebius Group NV (NASDAQ: NBIS) may have closed up 6.54% on Wednesday at $94.69, yet the stock still trades roughly 30% below its 52-week high of $141.10. For most companies, that kind of drawdown is a distress signal.
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NBIS vs. GOOGL: Which AI-Infrastructure Play is the Better Buy Now?
Published: November 28, 2025 by: Zacks Investment Research
Sentiment: Neutral
AI infrastructure is the new investment frontier, with Nebius scaling fast and Google leveraging its cloud dominance for growth.
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10 AI Stocks I'd Buy Right Now
Published: November 27, 2025 by: The Motley Fool
Sentiment: Negative
The recent artificial intelligence (AI) sell-off has created attractive entry points in names ranging from chipmakers to data center operators. Infrastructure plays like CoreWeave and Nebius have pulled back sharply despite locking in tens of billions in hyperscaler contracts.
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Alger International Opportunities Fund Q3 2025 Portfolio Update
Published: November 24, 2025 by: Seeking Alpha
Sentiment: Neutral
Class A shares of the Alger International Opportunities Fund underperformed the MSCI ACWI ex USA Index during the third quarter of 2025. Returns from individual stock selection detracted from relative performance, while factor exposures had a positive impact. Among countries, the Netherlands, Belgium, and Spain provided the largest contributions to relative performance, while Japan, the United Kingdom, and China were the most notable detractors from relative performance.
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Nebius: Why Its Finland Campus Could Hit $650 To $900M Annually
Published: November 24, 2025 by: Seeking Alpha
Sentiment: Negative
Nebius Group reported 3Q25 revenue of $146.1M, up 355% YoY, but missed estimates and posted a $100.4M adjusted net loss. NBIS is rapidly expanding AI infrastructure, highlighted by the Mäntsälä campus scaling to 75MW, potentially generating $650M-$1B in annual recurring revenue. Despite high cash burn and premium valuation multiples, NBIS's long-term growth is anchored by major capacity expansions and strategic deals.
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Nebius Stock: With Great Volatility Comes Great Opportunity (Rating Upgrade)
Published: November 21, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. shares have fallen 35% from recent highs. NBIS stock has been caught up in a broader AI selloff. While volatility lies ahead, I think NBIS is a long-term winner.
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Why Aggressive Growth Investors Should Seize The Opportunity With Nebius
Published: November 21, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius is a rebranded international AI-cloud company spun off from Yandex, now focused on global growth and innovation. NBIS shares surged post-relisting but dropped after Q3 2025 earnings missed expectations, as revenue growth underperformed and supply constraints limited near-term upside. Despite short-term setbacks, NBIS secured major long-term contracts with Microsoft and Meta, ensuring significant revenue ramp-up through 2026-2027.
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Big Tech's $405B Bet: Why AI Stocks Are Set Up For A Strong 2026
Published: November 20, 2025 by: Seeking Alpha
Sentiment: Positive
The latest quarter showed a 19% QoQ increase in Big Tech spending, confirming continued conviction in the build-out of AI infrastructure. Capital spending for the AI buildout has risen 44.6% from initial estimates, a substantial jump considering the scale already measured in hundreds of billions. Since the beginning of the year, Big Tech Capex estimates have increased from $280 billion to $405 billion, an impressive 31% positive revision.
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Can Nebius Overcome Its Capacity Bottleneck to Drive Higher Revenues?
Published: November 20, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS races to expand capacity as surging AI demand sells out every build, driving huge CapEx plans and reshaping revenue targets.
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Nebius: Valuation Update After Q3 Results -- Raising Price Target To $147
Published: November 18, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. shares fell sharply despite a strong quarter, highlighted by a $3B Meta contract and robust AI segment growth. NBIS raised CapEx guidance and announced a 25M share ATM program, spooking the market. I project rapid revenue and capacity growth through 2028, with fair value estimates for NBIS rising to $147 per share, up from $138 previously.
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Nebius: Wall Street's Blind Spot
Published: November 17, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. faces extreme demand overflow, with Q3 pipeline soaring 70% QoQ to $4B, far exceeding current energizable capacity. Microsoft's $17–19.4B deal and Meta's $3B contract are capped by power limits, not customer appetite. NBIS management raised 2026 contracted power targets from 1GW to 2.5GW, with 800MW–1GW expected fully connected and revenue-generating.
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Nebius Shares Fall Post Q3 Earnings: Should Investors Hold or Sell?
Published: November 14, 2025 by: Zacks Investment Research
Sentiment: Neutral
NBIS sinks on wider losses and a tightened revenue outlook, raising fresh questions about its breakneck AI infrastructure expansion.
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Can Equities Stabilize after the Government Reopens?
Published: November 13, 2025 by: Zacks Investment Research
Sentiment: Positive
As traders position for year-end, the government shutdown is over, major market indices are filling gaps, and seasonal momentum looms.
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Nebius Stock Keeps Falling. Here's Why You Should Be a Buyer
Published: November 13, 2025 by: 24/7 Wall Street
Sentiment: Negative
Nebius Group ( NASDAQ:NBIS ) was pulled out of obscurity earlier this year when Nvidia ( NASDAQ:NVDA ) revealed its hidden investment portfolio had taken a stake in the AI data center stock.
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Morgan Stanley's Stephen Byrd: Data centers will face 20% energy shortfall through 2028
Published: November 12, 2025 by: CNBC Television
Sentiment: Negative
Stephen Byrd, Morgan Stanley global head of thematic research, joins CNBC's 'Money Movers' to discuss outlooks on energy demand as AI buildouts ramps up across the U.S.
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The Real Reason This Analyst Still Calls Nebius His Favorite Neocloud Player
Published: November 12, 2025 by: Benzinga
Sentiment: Positive
Nebius Group N.V. (NASDAQ:NBIS) is accelerating its global data center expansion, unveiling plans to more than double capacity by 2026 as surging demand for AI compute drives a dramatic step-change in growth.
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Nebius: Overlooked For Its Global Positioning Amid U.S. AI Concentration
Published: November 12, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V.'s focus on multi-regional infrastructure offers U.S. Big Tech and other critical enterprises the potential for cyclically resilient cash flows due to diversified power access and fewer grid-strain risks. The Nordics, Latin America, and Australia are three presently under-tapped regions for U.S. data center scaling that NBIS has latent optionality to capitalize on. Based on my intuitive-based price predictions, NBIS stock has a reasonable chance of attaining a $170 share price in 12 months with the correct international coordination.
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NBIS, CRWV and BYND Forecast – AI Stocks and a Money Trap
Published: November 12, 2025 by: FXEmpire
Sentiment: Negative
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.
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Nebius Set To Join Meta And Oracle In The AI Debt Club
Published: November 11, 2025 by: Benzinga
Sentiment: Neutral
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.
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Why Nebius Is 'Learning To Say No To Customers'
Published: November 11, 2025 by: Benzinga
Sentiment: Neutral
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.
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Nebius: Microsoft, Then Meta - Now What?
Published: November 11, 2025 by: Seeking Alpha
Sentiment: Neutral
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.
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Nebius Partners With Meta—AI Growth Could Send Stock to New Highs
Published: November 11, 2025 by: MarketBeat
Sentiment: Neutral
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.
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Nebius inks $3B AI infrastructure deal with Meta Platforms
Published: November 11, 2025 by: Proactive Investors
Sentiment: Positive
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.
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Another Billion-Dollar Deal Boosts Popular AI Stock
Published: November 11, 2025 by: Schaeffers Research
Sentiment: Positive
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.
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Nebius Q3 2025 Earnings Confirm 3 Fundamental Strengths Against CoreWeave
Published: November 11, 2025 by: Seeking Alpha
Sentiment: Positive
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.
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Nebius lands $3B Meta AI contract, posts 355% revenue surge
Published: November 11, 2025 by: Invezz
Sentiment: Positive
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.
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Nebius to Report Q3 Earnings: How to Approach the Stock Now?
Published: November 10, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS' surging AI cloud demand and $17.4B Microsoft deal boost momentum, but high capex and competition cloud near-term outlook.
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Nebius: Thoughts Ahead Of Q3 Earnings And Following Hyperscaler Reports
Published: November 07, 2025 by: Seeking Alpha
Sentiment: Positive
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.
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Nebius: The Hype Overwhelms Sobriety (Upgrade)
Published: November 07, 2025 by: Seeking Alpha
Sentiment: Positive
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.
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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