Nebius Group N.V. (NBIS)

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.

3 Best Performing Stocks in 2025 (OKLO, IREN, NBIS)

Thus far, 2025 has been another good year for the stock market. The last month in particular has been especially strong, with the S&P 500 now up just over 15% year-to-date.

3 Sizzling-Hot AI Stocks That Have Skyrocketed Over 120% This Year

What's the most exciting area to invest in right now? A good case can be made for artificial intelligence (AI).

Nebius: Not Just A Neocloud But An Entire Ecosystem

Initiate coverage on Nebius Group N.V. (NBIS) with a Strong Buy rating, citing its comprehensive AI ecosystem and neocloud leadership. NBIS stands out with proprietary AI infrastructure, a $17.4B Microsoft deal, and diversified subsidiaries in delivery robotics, EdTech, data annotation, and database management. Synergies across NBIS's portfolio position it as a future tech giant, supported by experienced management and a strong balance sheet versus competitors.

NBIS vs. MSFT: Which AI Infrastructure Stock is the Smarter Bet?

NBIS surges on GPU-driven growth and a $17.4B deal with Microsoft, while MSFT expands AI dominance through Azure, OpenAI and $30B capex plans.

2 AI Stocks With Record Breaking Rallies: Can They Continue?

September has been a record-breaking month for stocks as the S&P 500 hit new all-time highs last week following the Federal Reserve's first rate cut since 2024. In fact, it's hard to find an asset that isn't near a record: stocks, gold, cryptocurrencies, housing, and trading cards have all soared to new heights lately.

Nebius Vs. Palantir: At >100x Sales, Which AI Stock Is The Better Buy?

Nebius and Palantir trade at extremely high price-to-sales multiples, reflecting intense AI-driven investor enthusiasm. We rate NBIS a strong buy due to the company's projected rapid revenue growth, and a clear path to significant margin expansion and lower valuation multiples. Conversely, we rate PLTR a strong sell, as its premium valuation remains excessive even on forward metrics, despite a solid business model and execution.

Nebius Sees Robust AI Cloud Growth: Will the Momentum Continue?

NBIS reports 625% revenue surge, lifts ARR outlook and inks a $17.4B Microsoft deal as AI cloud demand accelerates.

Nebius: Overvaluation Miss Becomes A Win (Rating Upgrade)

Nebius's current $26.6 billion market cap is over 100x its TTM revenue, highlighting high expectations and valuation risk. However, I believe it is a great high-risk-high-reward play because the probability of the company's success over the long haul is high. The mega-deal with Microsoft isn't just about revenue backlog, but also elevates NBIS's reputation and likely makes it a much more attractive borrower.

Nebius: Winter Is Coming - So Is GPU Demand (Double Upgrade)

Nebius Group N.V. stock surged after securing a ~$17B multi-year GPU contract with Microsoft, signaling robust demand for AI infrastructure. My estimates show NBIS can expect at least $2-2.6B in revenue this year from the Microsoft deal, with potential for further large contracts from other hyperscalers. Strong market confidence is reflected in underwriters exercising greenshoe options, creating a possible price floor around $90-92.5 per share.

Nebius Group announces exercise of the underwriters' option to purchase additional Class A shares

AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (“Nebius Group” or the “Company”; NASDAQ: NBIS), a leading AI infrastructure company, today announced that, in connection with its previously announced underwritten public offering of Class A ordinary shares, the underwriters have exercised in full their option to purchase an additional 1,621,621 Class A shares at the offering price of $92.50, less underwriting discounts and commissions, bringing Nebius's aggregate gross proceeds from the Class A of.

Nebius' Monster Rally Could Be Just The Warm-Up

Nebius secured a $19.4 billion Microsoft contract, validating hyperscale credibility and underpinning multi-year revenue visibility through 2031. The company raised $4.2 billion at 1–2.75% coupons, saving ~$200 million annually versus CoreWeave's 9% notes. Q2 revenue surged 625% year-over-year to $105.1 million, with ARR jumping 438% to $439 million.

Nebius Group: Global Infrastructure Expansion To Drive Growth And Value

Nebius Group (NBIS) rated a buy, driven by a $19.4B Microsoft partnership and aggressive global AI cloud infrastructure expansion. NBIS is quadrupling data center capacity by 2026, targeting the fast-growing AI cloud market with a projected CAGR of 28.5%. Revised price target to $176.3, reflecting 97% upside potential, based on accelerated revenue growth and higher forward P/S ratio assumptions.