Nebius Group N.V. (NBIS)
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- symbol NBIS
- Rev/Share 0.3068
- Book/Share 8.4952
- PB 5.4501
- Debt/Equity 0.0153
- CurrentRatio 9.5958
- ROIC -0.1348
- MktCap 11024438968.0
- FreeCF/Share 0.0
- PFCF 0.0
- PE -27.5016
- Debt/Assets 0.014
- DivYield 0
- ROE -0.187
- Rating C
- Score 2
- Recommendation Sell
- P/E Score 1
- DCF Score 2
- P/B Score 1
- D/E Score 4
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| 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: A Small Player With Big Potential In The AI Boom, Initiate With Buy
Published: April 22, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group, an AI infrastructure company, leverages its vertical integration to develop a competitive advantage. The company is focused on deploying its Blackwell data center to attract customers in 2025. Despite lacking scale and brand recognition, Nebius' smaller size offers personalized service, making it a speculative buy on high growth potential. While financially solid with $2.49b cash and aiming for $825m midpoint revenue in 2025, Nebius faces significant operating losses and high depreciation expense.
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NBIS vs. MSFT: Which AI Infrastructure Stock is the Better Buy?
Published: April 17, 2025 by: Zacks Investment Research
Sentiment: Neutral
Microsoft appears to be a better investment option compared to Nebius at the moment.
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Nebius' Neocloud Prospects Appear Promising - Albeit Somewhat Speculative
Published: April 16, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius' strategic positioning as a neocloud triggers its robust growth prospects, as observed in the management's promising December 2025 ARR guidance. This is significantly aided by numerous hyperscalers' growing partnerships with other neoclouds, thanks to its more efficient cost per server utilization. Combined with the recent market wide selloff, we believe that NBIS' high-growth investment thesis is compelling indeed, albeit carrying start-up risks.
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Nebius: Minutes Of Our Call With The Company
Published: April 15, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius is positioned as a major AI megatrend winner, with strong engineering strengths and significant demand for its GPU and AI services. The company is experiencing high demand, with GPU capacity fully sold out and additional services expected to grow, targeting 30% EBIT margins. Nebius focuses on the entire AI ecosystem, offering additional services and developing a superior AI cloud, with plans to expand data centers and secure long-term contracts.
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Inside Nebius's Secret GPU Strategy
Published: April 14, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius offers Nvidia H100 GPU access as low as $3.15/hour for 12-month contracts, undercutting CoreWeave's $4.76/hour. Operating costs in Serbia are under $0.025 per GPU-hour, enabling industry-low pricing and high potential margin upside post-CapEx. Nebius spent nearly $2 billion in CapEx over three years, building proprietary data centers and custom AI infrastructure.
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Why New AI Winners Marvell Technology, Credo Technology, and Nebius Group Plunged in March
Published: April 08, 2025 by: The Motley Fool
Sentiment: Neutral
Shares of new artificial intelligence (AI) winners Marvell Technologies (MRVL 2.67%), Credo Technologies (CRDO 7.57%), and Nebius Group (NBIS 4.07%) plunged in March, down 32.9%, 27.2%, and 35%, respectively, according to data from S&P Global Market Intelligence.
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Nebius: The Neocloud Built For The AI Era
Published: April 07, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius is a full-stack AI neocloud optimized for machine learning, attracting Nvidia's investment and poised for significant growth in the AI infrastructure market. OpenAI's image generation breakthrough has spiked GPU demand, benefitting Nebius, as AI-generated visual content becomes mainstream in creative industries. Nebius's AI-native cloud platform and custom infrastructure differentiate it from hyperscalers and neocloud rivals, offering integrated AI solutions for developers.
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Nebius: I'm Betting Against Jim Cramer
Published: April 01, 2025 by: Seeking Alpha
Sentiment: Positive
NBIS stock has dipped 58% recently, largely due to broader market weakness and negative commentary from Jim Cramer, but I see a buying opportunity. Despite current losses, Nebius is projected to break even on EBITDA in 2025 and achieve profitability in 2026, indicating strong future growth. Valuation is attractive with a forward P/S ratio of 5.3x for FY2026, significantly lower than industry averages, suggesting substantial upside potential.
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Power Ranking Our Top Stock Picks of 2025
Published: April 01, 2025 by: Schaeffers Research
Sentiment: Positive
Subscribers to Chart of the Week received this commentary on Sunday, March 30.
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NBIS Stock Plunges 25% in a Month: Is it Time to Book Loss?
Published: March 27, 2025 by: Zacks Investment Research
Sentiment: Negative
Its better to stay away from NBIS stock for now as it faces operational and financial struggles despite distancing from Russia.
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Hold Nvidia? Here Are 2 Unstoppable AI Stocks You Can Also Buy.
Published: March 26, 2025 by: The Motley Fool
Sentiment: Positive
Many artificial intelligence (AI) stocks have sold off recently, presenting compelling buying opportunities for patient investors. But folks with a sizable amount of their portfolio in names like Nvidia (NVDA -0.66%) may be looking for other ideas.
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Nebius Group: Update Of My Nebius AI's Operating Metrics Forecast And Valuation
Published: March 26, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius's shares are down 21% since my last article, but the company has announced several positive developments since then. I have updated my forecast for Nebius's operating metrics. As a result, my capital expenditure projections have increased to $5.05 billion in 2025 and $4.49 billion in 2026. I have also revised my revenue estimates upward to $845 million in 2025 and $3.02 billion in 2026.
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Nebius Academy and Stevens Institute of Technology Launch Lab to Explore How AI Can Advance Math Research and Education
Published: March 12, 2025 by: Business Wire
Sentiment: Neutral
HOBOKEN, N.J.--(BUSINESS WIRE)--Stevens Institute of Technology is collaborating with Nebius Academy, the learning and research initiative of leading AI infrastructure provider Nebius, to launch the Laboratory for AI in Mathematics Education at Stevens in Hoboken, N.J. With a broad mandate to explore and promote innovative uses of AI in math research and education, the lab will investigate how large language models (LLMs) and other AI technologies can be used to promote mathematical reasoning s.
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Nebius Stock: The Hidden Gem Set For Massive Growth
Published: March 07, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius is rapidly scaling AI cloud infrastructure with a $2.45B cash reserve, minimal debt, and Nvidia backing, targeting a $15B+ market cap in 12 months. While forward P/S of 12.5 is attractive, profitability remains uncertain. Heavy capex and competition from hyperscalers pose risks, but AI demand supports sustained growth. Despite Russia-related concerns, Nebius now operates under Dutch laws. Strong revenue growth and AI specialization make it a high-risk, high-reward Strong Buy.
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Overlooked and Undervalued: 1 AI Stock Worth Considering
Published: March 06, 2025 by: The Motley Fool
Sentiment: Positive
Nebius Group (NBIS -7.29%) may be the biggest technology company you didn't even realize you already knew. The artificial intelligence (AI) infrastructure company has only been public in that name since last October.
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Nebius: Implications From CoreWeave's $35 Billion IPO
Published: March 04, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius peer CoreWeave filed this week for IPO in the US with a valuation of more than $35 billion. CoreWeave's IPO could be very bullish for Nebius - we describe the reasons. We provide Nebius' valuation based on CoreWeave's IPO valuation.
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Nebius Shares Rise 61% Year to Date: Buy, Hold or Sell the Stock?
Published: February 27, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS benefits from expanding infrastructure offerings amid growing macroeconomic challenges and a stretched valuation.
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Nebius Stock Investors Have Reason to Cheer as the Company Expands Rapidly Into AI Infrastructure
Published: February 26, 2025 by: The Motley Fool
Sentiment: Positive
Nebius (NBIS -5.55%) is expanding existing facilities and building new ones to capitalize on the insatiable demand for artificial intelligence.
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Nebius Slides Post-Earnings: A Long-Term Buy Opportunity?
Published: February 25, 2025 by: MarketBeat
Sentiment: Positive
It's been a rollercoaster start to the year for shares of Nebius Group NASDAQ: NBIS. The AI infrastructure stock has seen dramatic swings, hitting new 52-week and all-time highs, only to retreat sharply following its recent earnings report.
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Nebius: The Earnings Miss Shouldn't Bother You
Published: February 25, 2025 by: Seeking Alpha
Sentiment: Negative
Nebius: The Earnings Miss Shouldn't Bother You
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Massive News for Nebius Stock Investors
Published: February 25, 2025 by: The Motley Fool
Sentiment: Neutral
Nebius (NBIS -9.07%) delivered big news to investors by elaborating on its 2025 plans.
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Nebius Q4: $1 Billion ARR Is Only Half The Story
Published: February 21, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. reported Q4 earnings with a 466% YOY revenue increase, driving the stock up over 50% in under a month. The core business could be worth over $11 billion, but that's only half the story. Nebius has interesting side bets which could already be adding billions more to this valuation.
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Nebius Group Is Building An Inspiring Growth Story, But Risks Remain
Published: February 21, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. is an AI infrastructure firm, recently reintroduced to the market after splitting from Yandex and shedding Russian ties. The company operates globally, offering AI-centric cloud platforms and full-stack infrastructure, including large-scale GPU clusters and tools for developers. Q4 Earnings were a mixed catalyst, but there was a clear growth narrative present in the report.
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I Bought Nebius Group After Dumping My Microsoft Shares
Published: February 21, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. offers a better pure-play for AI cloud exposure over the traditional hyper-scalers like Microsoft Azure and Amazon's AWS, and its Q4 2024 earnings results validate the bull case. We cover risks relating to pricing pressures and the competitive landscape, including Nebius' positioning relative to other neo-clouds like Groq and Cerebras. With revenue guidance implying top-line growth of between 4x to 6x in 2025, I would rather own fast-growing NBIS over Microsoft during this AI revolution, despite the uncertain profitability outlook.
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Nebius Group: NVIDIA's Investment Sparks All-Time Highs
Published: February 19, 2025 by: MarketBeat
Sentiment: Positive
Shares of Nebius Group NASDAQ: NBIS have staged an impressive comeback, reaching new all-time highs on Friday following the disclosure that artificial intelligence and technology giant NVIDIA NASDAQ: NVDA has taken a position in the company. The stock soared to an intraday high of $47.68 before pulling back slightly to close at fresh record levels, gaining nearly 7% on the day.
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Nebius Group Gears Up to Report Q4 Earnings: What's in the Offing?
Published: February 18, 2025 by: Zacks Investment Research
Sentiment: Positive
NBIS's Q4 performance is likely to have gained from strong AI and cloud investments. Yet, higher capital expenditure is expected to have impacted profitability.
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Nebius Group: Ready To Storm New Peaks
Published: February 17, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group N.V. is a European AI leader, backed by Nvidia. NBIS's AI-centric cloud platform offers a cost-efficient, vertically integrated stack, providing a significant strategic advantage in the AI IaaS market. Led by Arkady Volozh, a renowned IT visionary and one of Europe's most impactful CEOs, Nebius Group leverages deep experience in building comprehensive ecosystems.
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Nebius Group: The Hidden Gem Of AI Infrastructure
Published: February 10, 2025 by: Seeking Alpha
Sentiment: Positive
Nebius Group's stock has surged over 100% in the past year, driven by its unique AI-native cloud platform and cost-effective solutions for SMBs and AI startups. The company's diversified ecosystem, including subsidiaries like Toloka AI and Avride, enhances its value proposition and creates cross-selling opportunities across multiple AI-driven industries. Strategic geographic expansion and a strong partnership with NVIDIA bolster Nebius's competitive edge, ensuring access to cutting-edge hardware and meeting growing computational demands.
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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 Mr. Arkady Volozh
- Employees 1371