NBIS
Nebius Group N.V. Class A Ordinary SharesNBIS
NBIS
About: Nebius Group NV is a tech company. It is a European provider of infrastructure and services to AI builders globally. The group builds full-stack infrastructure to service the growth of the AI industry, including the scale of GPU clusters, cloud platforms, tools, and services for developers. It has R&D hubs across Europe, North America and Israel.
Employees: 1,371
0
Funds holding %
of 7,310 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
42% more call options, than puts
Call options by funds: $329M | Put options by funds: $232M
35% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 82
25% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 72
8% more funds holding
Funds holding: 300 [Q4 2024] → 324 (+24) [Q1 2025]
11.54% less ownership
Funds ownership: 52.07% [Q4 2024] → 40.52% (-11.54%) [Q1 2025]
32% less funds holding in top 10
Funds holding in top 10: 22 [Q4 2024] → 15 (-7) [Q1 2025]
39% less capital invested
Capital invested by funds: $2.81B [Q4 2024] → $1.71B (-$1.1B) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$47
6%
downside
Avg. target
$61
21%
upside
High target
$80
59%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
DA Davidson Alex Platt | 9%upside $55 | Buy Maintained | 16 Jun 2025 |
BWS Financial Hamed Khorsand | 59%upside $80 | Buy Maintained | 10 Jun 2025 |
Northland Capital Markets Nehal Chokshi | 6%downside $47 | Outperform Maintained | 21 May 2025 |
Financial journalist opinion
Based on 38 articles about NBIS published over the past 30 days
Positive
Benzinga
2 days ago
The Inverse Cramer AI Play: How Nebius Combines Tesla Vibes With Nvidia Muscle
While Jim Cramer is staying far away, some contrarian investors are leaning in. Nebius Group NV NBIS, a lesser-known AI infrastructure startup with Nvidia Corp NVDA backing and Tesla Inc TSLA-level ambition, is quietly building one of the most intriguing bets in autonomous mobility and decentralized AI.
Positive
The Motley Fool
2 days ago
Why Nebius Group Rocketed 50.6% in June
Shares of artificial intelligence (AI) neocloud Nebius Group (NBIS -0.06%) rocketed 50.6% in June, according to data from S&P Global Market Intelligence.
Positive
Seeking Alpha
3 days ago
From Nebius Group To EOS: A Strong Year And What's Next For Our Family Office
Nebius Group remains our core AI play, with strong management and the potential for multi-year value creation. Electro Optic Systems is poised for explosive growth, with major contracts expected to drive significant upside in 2025. ShaMaran Petroleum offers a catalyst-driven opportunity; pipeline reopening could push the share price higher imminently as negotiations conclude.
Positive
Seeking Alpha
5 days ago
Nebius Group: My Biggest AI Portfolio Position
Nebius Group is riding explosive AI infrastructure demand, posting 385% YoY sales growth and targeting $1B annual recurring revenue this year. Despite current losses, Nebius has a clear path to EBIT profitability and aims for 20-30% EBIT margins, supporting a strong re-rating potential. Valuation is justified by Nebius' faster growth, versus peers like Nvidia, with a 10-12x 2026e sales multiple reflecting its intrinsic value.
Positive
The Motley Fool
6 days ago
This Home Run Growth Stock Is Too Good to Ignore
The investing community is beginning to take notice of Nebius Group (NBIS -1.45%). I say that largely based on the almost 150% surge in its share price since mid-April.
Positive
Seeking Alpha
1 week ago
Nebius Could Keep Running (Technical Analysis)
Nebius Group remains a buy for me, as the fundamental AI infrastructure thesis is intact despite recent volatility and high beta. Technical analysis suggests more upside potential, with bullish moving average crossovers and a possible inverse head and shoulders pattern forming. The current consolidation phase may present a good entry point, but prudent position sizing is crucial given NBIS's volatility.
Positive
Schwab Network
1 week ago
Technical Tuesday: SPX, DDOG, NBIS
Kevin Horner's back for Technical Tuesday. On the S&P 500 (SPX) chart, he's looking at the $6100 level and potentially all-time highs.
Positive
Zacks Investment Research
1 week ago
Nebius: An AI Infrastructure Leader
Nebius is an AI company positioned at the epicenter of the booming AI infrastructure market. The company's proprietary supercomputers, full suite of AI solutions, and competitive pricing mean that revenues will soar in the coming years.
Positive
Schaeffers Research
1 week ago
Top Stock Pick Report: V-Shaped Rallies Everywhere
Back in late March, we power ranked our Top Stock Picks of 2025. There was some success and lessons to be drawn, but if we're being honest, this wasn't the entire story. There was red ink everywhere and combined with the looming threat of unilateral tariffs on ‘Liberation Day,' fear had grown surrounding a potential recession hitting by the time a second-quarter check-in came around.
Positive
Seeking Alpha
1 week ago
Why We're Betting On Nebius Over CoreWeave In The AI Infrastructure Arms Race
CoreWeave and Nebius are two key players in the emerging GPU cloud industry. While CRWV has significant earnings headwinds and offers a more 'bare metal' approach, we think NBIS's clean balance sheet, solid outlook, and vertical product stack should produce outperformance. Trading at an extremely reasonable price, we think shares of NBIS look like a 'Strong Buy'.
Charts implemented using Lightweight Charts™