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 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
131% more call options, than puts
Call options by funds: $224M | Put options by funds: $96.8M
52.07% more ownership
Funds ownership: 0% [Q3] → 52.07% (+52.07%) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$30
39%
upside
Avg. target
$45
109%
upside
High target
$60
179%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
DA Davidson Alex Platt 0% 1-year accuracy 0 / 4 met price target | 39%upside $30 | Buy Maintained | 14 Apr 2025 |
BWS Financial Hamed Khorsand 46% 1-year accuracy 84 / 184 met price target | 179%upside $60 | Buy Maintained | 4 Mar 2025 |
Financial journalist opinion
Based on 19 articles about NBIS published over the past 30 days
Neutral
Zacks Investment Research
2 days ago
NBIS vs. MSFT: Which AI Infrastructure Stock is the Better Buy?
Microsoft appears to be a better investment option compared to Nebius at the moment.
Positive
Seeking Alpha
3 days ago
Nebius' Neocloud Prospects Appear Promising - Albeit Somewhat Speculative
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.
Positive
Seeking Alpha
3 days ago
Nebius: Minutes Of Our Call With The Company
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.
Positive
Seeking Alpha
5 days ago
Inside Nebius's Secret GPU Strategy
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.
Neutral
Invezz
1 week ago
Nebius stock slowly forms a double bottom: will it surge soon?
Nebius stock price has been in the spotlight this year as investors assessed the growth trajectory of the artificial intelligence industry. NBIS was trading at $23.45 on Thursday, down by over 54% from its highest point this year and 73% from its highest level in 2024.
Neutral
The Motley Fool
1 week ago
Why New AI Winners Marvell Technology, Credo Technology, and Nebius Group Plunged in March
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.
Positive
Seeking Alpha
1 week ago
Nebius: The Neocloud Built For The AI Era
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.
Positive
Seeking Alpha
2 weeks ago
Nebius Group Trades At A Steep Discount
Nebius grew full-year 2024 revenue by 462% to $117.5M, with Q4 AI cloud revenue up 602% year-over-year. March 2025 annualized run-rate revenue (ARR) is expected to exceed $220M, targeting $750M–$1B ARR by year-end. Trading at just 2.9x forward EV/ARR, Nebius is significantly undervalued versus AI peers trading at 20–25x multiples.
Positive
Seeking Alpha
2 weeks ago
AI Arms Race: Nebius Vs. CoreWeave Has One Clear Winner
The AI industry is still thriving, and investing in AI hyperscalers like Nebius and CoreWeave offers significant profit potential. Nebius is more diversified, debt-free, and has strategic European exposure, making it a better investment than CoreWeave. CoreWeave's heavy reliance on Microsoft and substantial debt pose significant risks, despite its higher revenue and cheaper valuation.
Positive
Seeking Alpha
2 weeks ago
Nebius: I'm Betting Against Jim Cramer
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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