Nebius Group N.V. (NBIS)
| Market Cap | 23.07B |
| Revenue (ttm) | 529.80M |
| Net Income (ttm) | 101.70M |
| Shares Out | 253.02M |
| EPS (ttm) | 0.40 |
| PE Ratio | 226.87 |
| Forward PE | n/a |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 22,912,721 |
| Open | 98.70 |
| Previous Close | 104.88 |
| Day's Range | 88.40 - 99.30 |
| 52-Week Range | 18.31 - 141.10 |
| Beta | 1.15 |
| Analysts | Strong Buy |
| Price Target | 151.71 (+66.37%) |
| Earnings Date | Feb 12, 2026 |
About NBIS
Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel. The company offers Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. It also provides Toloka, a data partner for various stages of generative AI development; TripleTen, an edtech platform for re-skilling individuals for careers in technolgy; and Avride, which develops autonomous driv... [Read more]
Financial Performance
Financial StatementsAnalyst Forecast
According to 8 analysts, the average rating for NBIS stock is "Strong Buy." The 12-month stock price target is $151.71, which is an increase of 66.37% from the latest price.
News
Nebius: Don't Let The CapEx Scare You
Nebius (NBIS) delivered strong operational execution, surpassing December 2025 ARR guidance and raising capacity targets, despite a slight revenue miss in Q4 2025. Management guides for $3.0–$3.4 bill...
Nebius: More Than GPUs - A Hidden AI Platform The Market Is Missing
Nebius: More Than GPUs - A Hidden AI Platform The Market Is Missing
Alger SICAV - Alger Dynamic Opportunities Fund Q4 2025 Portfolio Update
For the quarter, Alger SICAV - Alger Dynamic Opportunities Fund portfolio's average long exposure was 80.88% and the average short exposure was -32.28%. Long positions MongoDB, Inc., Natera, Inc., and...
Nebius Stock Defies Logic
Nebius Group N.V. gets a Strong Buy rating, as rapid capacity buildout and robust contract pipelines overshadow short-term revenue and EPS misses. NBIS exceeded its 2025 active power capacity target, ...
Nebius Group: Looking Beyond The Revenue Miss And Peer Problems
Nebius Group is positioned for long-term growth, driven by AI infrastructure demand and a robust business transformation. The company missed Q4 2025 revenue estimates and guided 2026 revenues below th...
Nebius: Customer Financing Changes The Entire Risk Profile
Nebius is experiencing explosive growth, guiding for over 550% y/y revenue increase to $4B in 2026. NBIS trades at just 6x sales despite aggressive capex and market volatility, presenting a deep value...
Nebius: Hypergrowth Meets Capital Intensity Reality Check
Nebius delivered $227.7 million in Q4 revenue, up 547% year-over-year, with implied gross margins near 70%. The company ended 2025 with $1.25 billion ARR and reiterated a $7–$9 billion ARR target for ...
Nebius: Profitable On EBITDA Basis As AI Cloud Demand Explodes
Nebius Group achieved positive EBITDA in Q4, driven by explosive AI cloud growth and strong operating leverage. NBIS exceeded its 2025 ARR target by $250M and set 2026 guidance at $7–9B, anchored by M...
Neocloud Contagion: CoreWeave Financing Woes Drag Down Nebius, Applied Digital
The sell-off was ignited by a Business Insider report suggesting a major financing friction point for CoreWeave's ambitious infrastructure expansion.
Nebius Group N.V. (NBIS) Price Forecast: Bull Flag Signals Breakout Potential
Nebius Group NV is stabilizing after a sharp correction, with technical support holding and a bull flag pattern suggesting potential upside toward prior highs.
Nebius Stock Jumps After Buy Rating And $150 Target
Nebius Group NV (NASDAQ: NBIS) shares are rising on Wednesday after Compass Point launched coverage on the stock with a Buy rating and a bullish $150 price target.
Nebius Misses, Guides Low, The Stock Still Rips: What Is Wall Street Buying?
It is my view that the bull case on Nebius is about execution. Revenue doesn't matter (that much) at this early stage, and management had to temper expectations. Q4 revenue was $227.7M vs. the $246.1M...
Alger Mid Cap Growth Fund Q4 2025 Portfolio Update
Class A shares of the Alger Mid Cap Growth Fund outperformed the Russell Midcap Growth Index during the fourth quarter of 2025. Cidara Therapeutics, Inc., Natera, Inc., and Abivax were among the top c...
Nebius: The Devil Is In The Details
Nebius Group N.V.'s Q4 results reinforced execution, with 2025 ARR exceeding the high-end of guidance at $1.2 billion, lending credibility to up to $3.4 billion revenue and $9 billion ARR in 2026. How...
Nebius: A Gift At Current Consolidation - Cloud Super Cycle Continues
Nebius expects to deliver triple-digit YoY revenue growth in its core AI cloud in FY2026, aided by the aggressive capacity expansions and the strong pricing trends. Management expects an FY2026 adj. E...
Nebius Group Q4 Earnings: My CliffsNotes On Revenue Recognition
With updated Q4 earnings, Nebius Group trades at an eye-catching 855x GAAP P/E, but headline EPS figures misrepresent true cash generation. NBIS's Q4 operating cash flow was $834M, aided by large unea...
Nebius: AI Discount Bin
Nebius Group N.V. reported a strong ending ARR total, but the market is stuck focused on short-term revenue hiccups. NBIS is positioned as an AI cloud leader, suggesting strong long-term growth potent...
Nebius: Getting Ready To Take Off As AI Boom Accelerates
Maintaining Nebius Group N.V. as a buy, supported by robust Q4 results and accelerated capacity expansion targeting hyperscaler demand. The AI boom isn't stopping anytime soon. NBIS raised contracted ...
Nebius: Inflection Point
Nebius delivered record Q4'25 results, with revenues surging 547% Y/Y to $227.7M and strong EBITDA expansion. NBIS benefits from preferred Nvidia partnership status, positioning it to exploit upcoming...
Nebius: In Energy We Trust
Nebius Group N.V. delivered exceptional Q4 results, with +547% YoY revenue growth and AI cloud revenue up +800%, but faces mounting energy infrastructure constraints. NBIS's growth is now gated by the...
Nebius: Incrementally Bullish After Positive Report
Nebius Group remains a top AI hyperscaler, with a bullish outlook supported by robust infrastructure expansion and ambitious financial targets. NBIS targets $7–$9 billion ARR and 800 MW–1 GW connected...
Nebius Q4: Path To Potential $180 Share Price
Nebius delivered Q4 revenue up 547% YoY and achieved positive EBITDA, signaling robust AI-driven growth and operational execution. NBIS ended 2025 with $1.2B ARR, beating guidance, and projects $7B–$9...
Nebius Group Stock: Build, Sell, Repeat
Nebius Group N.V. remains a Strong Buy, supported by robust forward guidance and strategic developments. NBIS targets 40% adjusted EBITDA margins by 2026, with significant capex plans largely financed...
Nebius Group N.V. (NBIS) Q4 2025 Earnings Call Transcript
Nebius Group N.V. (NBIS) Q4 2025 Earnings Call Transcript
Alger Mid Cap 40 ETF Q4 2025 Portfolio Update
The Alger Mid Cap 40 ETF underperformed the Russell Midcap Growth Index during the fourth quarter of 2025. Exact Sciences Corporation, Micron Technology, Inc. and MongoDB, Inc. were among the top cont...