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: 1,303
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]
15.21% more ownership
Funds ownership: 0% [Q2] → 15.21% (+15.21%) [Q3]
3% more capital invested
Capital invested by funds: $364M [Q2] → $374M (+$10.6M) [Q3]
10% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 21
1% less funds holding
Funds holding: 193 [Q2] → 191 (-2) [Q3]
31% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 29
Research analyst outlook
We haven’t received any recent analyst ratings for NBIS.
Financial journalist opinion
Based on 9 articles about NBIS published over the past 30 days
Positive
Seeking Alpha
1 week ago
Nebius: Keeping Bullish View After The Recent Growth
Nebius Group's stock price has surged past my conservative valuation, driven by a new capital raise and a U.S. data center launch, signaling strong growth prospects. Given the successfully completed funding round and numerous available options, I believe the company will easily secure the funds for further capital expenditures. My revenue forecasts for 2025 and 2026 are $758 million and $1.518 billion, respectively, with EBITDA expected to reach $636 million by 2026.
Positive
Seeking Alpha
1 week ago
Nebius: Lots Of Upside Levers
Nebius, formerly Yandex, has rebranded and relocated, focusing on AI-centric cloud platforms with substantial GPU capacity and efficient data centers. The company secured $700 million from Nvidia and Accel, ensuring funding for expansion and access to Nvidia chipsets. Nebius owns valuable assets like Avride, Toloka, Tripleton, and a stake in ClickHouse, with conservative valuations indicating significant upside potential.
Positive
Seeking Alpha
2 weeks ago
Nebius' Valuation Update After Backing From Nvidia
Nebius' unique engineering strengths and unexpected listing present a compelling investment opportunity in the burgeoning AI megatrend, driven by proven leadership and strategic partnerships. AI is poised to be the most significant value creation opportunity in history, with Nebius well-positioned to capitalize on this trend. Citron Research highlights Nebius' proprietary technology, robust engineering team, and substantial investments from Nvidia and Accel Partners as key growth drivers. Link to the research is below.
Positive
Seeking Alpha
2 weeks ago
Nebius Group: Diamond In The AI Mania's Dust?
Nebius is astonishingly cheap for a pureplay AI company, even after doubling in a month. Nebius is a AI infrastructure company, offering compute for AI and machine learning workloads. The company has proven its ability as a cloud business in its previous life as Yandex, Russia's Google.
Positive
MarketBeat
2 weeks ago
Nebius Group Stock: A Rising AI Infrastructure Star
Nebius Group NASDAQ: NBIS has emerged as one of the most exciting small-cap plays in the AI infrastructure space. Over the past week, its stock has soared nearly 45%, pushing YTD gains to an impressive 64%.
Neutral
The Motley Fool
2 weeks ago
Meet the Next AI Darling That Citron Research's Andrew Left Says Can Double. Nvidia Is an Investor and Not a Single Wall Street Analyst Covers the Stock.
Citron Research's Andrew Left made some big calls as of late. Recently, Left went short on Michael Saylor's company, MicroStrategy, suggesting that the data company and large buyer of Bitcoin is now trading detached from Bitcoin fundamentals.
Neutral
Investors Business Daily
3 weeks ago
AI Stock Nebius Group Jumps After Nvidia Joins $700 Million Investment
Nebius stock jumped on the news that Nvidia had joined a $700 million private placement for the AI company. The post AI Stock Nebius Group Jumps After Nvidia Joins $700 Million Investment appeared first on Investor's Business Daily.
Neutral
Business Wire
3 weeks ago
Nebius Announces Oversubscribed Strategic Equity Financing of USD 700 Million to Accelerate Roll-out of Full-stack AI Infrastructure
AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (“Nebius Group”, “Nebius” or the “Company”; NASDAQ:NBIS), a leading AI infrastructure company, today announced that it has entered into definitive agreements for a USD 700 million private placement financing from a select group of institutional and accredited investors, including participation from Accel, NVIDIA, and certain accounts managed by Orbis Investments. The financing supports Nebius' previously announced plans to further build out its full.
Positive
Reuters
3 weeks ago
Nvidia among investors in $700 mln capital raise by AI firm Nebius Group
AI infrastructure firm Nebius Group on Monday said it was raising $700 million in a private placement from investors including Nvidia , Accel and some accounts managed by Orbis Investments.
Neutral
Business Wire
1 month ago
Nebius Expands in US With First GPU Cluster in Kansas City, Offices in San Francisco, Dallas and New York
AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (“Nebius Group”, “Nebius” or the “Company”; NASDAQ:NBIS), a leading AI infrastructure company, today announced the launch of its first GPU cluster in the United States with a deployment in Kansas City, MO, bringing its AI-native cloud closer to American customers. Scheduled to go live in Q1 2025, the Kansas City cluster will house thousands of state-of-the-art NVIDIA GPUs, primarily H200 Tensor Core GPUs in the initial phase, with the energy-efficie.
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