Nebius Group N.V. (NBIS)
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Nebius Group N.V. (NBIS) Q4 2025 Earnings Call Transcript
Published: February 12, 2026 by: Seeking Alpha
Sentiment: Neutral
Nebius Group N.V. (NBIS) Q4 2025 Earnings Call Transcript
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Nebius: The AI Powerhouse You Can't Ignore
Published: February 12, 2026 by: Seeking Alpha
Sentiment: Neutral
Nebius Group's revenue of $227.7 million missed $247 million expectations, while $2 billion quarterly capex drove temporary profit concerns. ARR reached $1.25 billion, with a $7 billion to $9 billion 2026 ARR target reaffirmed and over half contracted. NBIS exited 2025 with 170 megawatts of active power and over 2 gigawatts contracted, targeting 1 gigawatt connected in 2026.
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Nebius Targets Fast-Growing Agentic AI Market With Tavily Acquisition
Published: February 12, 2026 by: Zacks Investment Research
Sentiment: Positive
Nebius NBIS recently inked an agreement to acquire Tavily, a provider of agentic search capabilities. This marks a strategic step toward strengthening its AI cloud platform by integrating real-time search infrastructure.
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Nebius Group Earnings: Ignore The Noise, This Stock's A Winner
Published: February 12, 2026 by: Seeking Alpha
Sentiment: Positive
Nebius reported Q4 earnings before the bell Thursday. NBIS stock is mostly trading sideways. ARR is on track, and margins look good; I remain bullish.
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Nebius to Report Q4 Earnings: How to Approach the Stock Now?
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Positive
NBIS heads into Q4 earnings with analysts revising estimates higher as AI cloud expansion, new platforms and major contracts support revenue growth.
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The NBIS Stock Surge: Momentum Or Mania?
Published: February 09, 2026 by: Forbes
Sentiment: Positive
Nebius stock (NBIS) jumped over 16% on Friday, February 6, increasing its trailing twelve-month return to an impressive 110%. This recent surge is driven by five main catalysts: Microsoft secured $19.4 billion over five years.
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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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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