NBIS News
Latest updates and analysis for Nebius Group N.V.
Prediction Markets
February 2026
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.
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).
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.
This Correction Looks Overdone Ahead Of Q4
Bullish view — 44%+ upside into earnings on capacity expansion, order backlog conversion, and guidance; attractive valuation vs peers.
Is Nebius Stock Too Expensive After Massive Rally?
Balanced analysis: Explosive AI growth vs risks from extreme valuation and ongoing losses; highlights downside if execution falters.
Forget Nebius: Better Revenue-Gushing Stock?
Contrarian piece comparing NBIS to alternatives; acknowledges triple-digit growth but questions sustainability vs peers.