NBIS
Nebius Group N.V.
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Nebius Group N.V..
Nebius (formerly Yandex N.V., rebranded Aug 2024) is a pure-play AI infrastructure provider with full-stack AI cloud platform, large-scale GPU clusters, and developer tools. Also includes Toloka (AI data), TripleTen (edtech), and Avride (autonomous tech). Stock at ~$86, highly volatile (52-week: $18-$141, peak Oct 2025). Analysts bullish with ~$142-144 target (44%+ upside). Earnings Feb 12 is major catalyst amid 700% ARR growth projections.
Latest Coverage
Nebius Just 6x'd Its Revenue. Wall Street Yawned.
Nebius posted 547% revenue growth in Q4 2025 and guided $3-3.4B for 2026. But $16-20B in planned capex has investors wondering: is this the next AWS or the next WeWork?
NBIS Surges 16.6% on Heavy Volume
Shares jumped to ~$86 with ~17M shares traded (+28% vs average); rebound after prior dip, driven by AI infrastructure optimism and pre-earnings positioning.
AI Infrastructure Narrative & Vera Rubin Plans
Company positioned to offer NVIDIA Vera Rubin NVL72 in US/Europe from H2 2026; reinforces long-term growth in next-gen AI compute.
Forget Nebius: Better Revenue-Gushing Stock?
Contrarian piece comparing NBIS to alternatives; acknowledges triple-digit growth but questions sustainability vs peers.
NBIS Drops 10.3% Amid Broader Market Pressure
Fell to ~$73.87 on elevated volume; part of short-term correction despite strong fundamentals like projected 700% ARR growth.
Freedom Capital Upgrades to Strong Buy
Consensus 'Moderate Buy' with ~$142-$144 mean target (44%+ upside); valuation seen as attractive (<2.8x forward P/S vs peers).
Company History
Key Players
Short interest data unavailable for NBIS.
