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 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
1,000% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 22 (+20) [Q4]
593% more capital invested
Capital invested by funds: $405M [Q3] → $2.81B (+$2.4B) [Q4]
174% more first-time investments, than exits
New positions opened: 170 | Existing positions closed: 62
131% more call options, than puts
Call options by funds: $224M | Put options by funds: $96.8M
55% more funds holding
Funds holding: 192 [Q3] → 297 (+105) [Q4]
36.38% more ownership
Funds ownership: 15.68% [Q3] → 52.06% (+36.38%) [Q4]
40% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 55
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$50
91%
upside
Avg. target
$55
110%
upside
High target
$60
129%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
BWS Financial Hamed Khorsand 51% 1-year accuracy 92 / 182 met price target | 129%upside $60 | Buy Maintained | 4 Mar 2025 |
DA Davidson Alex Platt 0% 1-year accuracy 0 / 2 met price target | 91%upside $50 | Buy Initiated | 25 Feb 2025 |
Financial journalist opinion
Based on 38 articles about NBIS published over the past 30 days
Positive
24/7 Wall Street
20 hours ago
Should You Follow Nvidia and Buy This Hidden Data Center Stock?
When Nvidia (NASDAQ:NVDA) revealed last year that it had taken a stake in SoundHound AI ( NASDAQ:SOUN ), it sparked a four-fold increase in the stock price of the AI voice recognition expert.
Neutral
The Motley Fool
1 day ago
Nasdaq Correction: This Magnificent AI Stock Is a Bargain Buy
In a stunning turn of events, the Nasdaq Composite has completely cratered and is now down over 13% since Feb. 18 (as of this writing). The culprit has been a combination of U.S. President Donald Trump's tariffs and weak economic data that could be pointing to a recession, or perhaps stagflation.
Neutral
Business Wire
1 day ago
Nebius Academy and Stevens Institute of Technology Launch Lab to Explore How AI Can Advance Math Research and Education
HOBOKEN, N.J.--(BUSINESS WIRE)--Stevens Institute of Technology is collaborating with Nebius Academy, the learning and research initiative of leading AI infrastructure provider Nebius, to launch the Laboratory for AI in Mathematics Education at Stevens in Hoboken, N.J. With a broad mandate to explore and promote innovative uses of AI in math research and education, the lab will investigate how large language models (LLMs) and other AI technologies can be used to promote mathematical reasoning s.
Neutral
Business Wire
2 days ago
Verne Strikes 10MW Deal with Nebius to Further Expand Europe's AI Capacity
LONDON--(BUSINESS WIRE)-- #AI--Verne, the leading provider of sustainably powered HPC data centers across the Nordics, has today announced that Nebius, a leading global AI infrastructure provider, will be colocating a cluster of NVIDIA H200 GPUs at Verne's data center campus in Iceland. This collaboration marks the largest single implementation in Verne Iceland's history, with Nebius deploying a 10MW cluster. This installation is part of Nebius' ambitious build-out of AI infrastructure across the US.
Positive
The Motley Fool
4 days ago
Prediction: Buying This Nvidia-Backed Artificial Intelligence (AI) Data Center Stock Now Could Be Like Catching SoundHound AI in 2024
What if I told you one of the top-performing artificial intelligence (AI) stocks last year wasn't a member of the "Magnificent Seven"? Maybe you'd think I'm talking about Palantir Technologies -- 2024's top-performing S&P 500 stock, with a 340% return.
Positive
Seeking Alpha
6 days ago
Nebius Stock: The Hidden Gem Set For Massive Growth
Nebius is rapidly scaling AI cloud infrastructure with a $2.45B cash reserve, minimal debt, and Nvidia backing, targeting a $15B+ market cap in 12 months. While forward P/S of 12.5 is attractive, profitability remains uncertain. Heavy capex and competition from hyperscalers pose risks, but AI demand supports sustained growth. Despite Russia-related concerns, Nebius now operates under Dutch laws. Strong revenue growth and AI specialization make it a high-risk, high-reward Strong Buy.
Positive
The Motley Fool
1 week ago
Overlooked and Undervalued: 1 AI Stock Worth Considering
Nebius Group (NBIS -7.29%) may be the biggest technology company you didn't even realize you already knew. The artificial intelligence (AI) infrastructure company has only been public in that name since last October.
Positive
Seeking Alpha
1 week ago
Nebius Group: Our Top AI Stock Pick In Hyper-Growth
Nebius Group is a leading AI infrastructure company with strong growth prospects, driven by significant capacity expansion and a large, rapidly growing TAM. NBIS plans to triple data center capacity in Finland, open new facilities in the US and Iceland, and expand further in Europe and the US. The company's other businesses, Toloka, TripleTen, and Avride, are also experiencing strong growth, contributing to the overall positive outlook.
Neutral
The Motley Fool
1 week ago
Q&A With Wall Street: Nebius Stock Analysis
Nebius Group (NBIS 0.98%) management held a question-and-answer session with Wall Street analysts, providing information for investors.
Neutral
Business Wire
1 week ago
Nebius accelerates US expansion, adding up to 300 MW capacity at new data center in New Jersey
AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (“Nebius Group” or the “Company”; NASDAQ: NBIS), a leading AI infrastructure company, today announced a major upgrade to its US-based cloud computing capacity with the planned construction of a new data center in New Jersey with capacity of up to 300 MW. The data center that Nebius has commissioned in New Jersey will be built to Nebius's own design, enabling the company to achieve maximum efficiency and offer superlative performance to customers. Th.
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