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: 1,371
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
42% more call options, than puts
Call options by funds: $329M | Put options by funds: $232M
35% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 82
25% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 72
8% more funds holding
Funds holding: 300 [Q4 2024] → 324 (+24) [Q1 2025]
11.54% less ownership
Funds ownership: 52.07% [Q4 2024] → 40.52% (-11.54%) [Q1 2025]
32% less funds holding in top 10
Funds holding in top 10: 22 [Q4 2024] → 15 (-7) [Q1 2025]
39% less capital invested
Capital invested by funds: $2.81B [Q4 2024] → $1.71B (-$1.1B) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$47
6%
upside
Avg. target
$61
37%
upside
High target
$80
81%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
DA Davidson Alex Platt | 24%upside $55 | Buy Maintained | 16 Jun 2025 |
BWS Financial Hamed Khorsand | 81%upside $80 | Buy Maintained | 10 Jun 2025 |
Northland Capital Markets Nehal Chokshi | 6%upside $47 | Outperform Maintained | 21 May 2025 |
Financial journalist opinion
Based on 33 articles about NBIS published over the past 30 days
Positive
Seeking Alpha
1 day ago
Nebius: Positioning For Massive Moves
Nebius Group N.V. is a hypergrowth AI infrastructure play, with explosive revenue and ARR growth, but significant cash burn and operating losses that pose substantial risk. Traditional valuation is less relevant now; the focus is on continued top-line growth and scaling, with eventual market demand for profitability. Expansion plans support a bullish long-term thesis for NBIS stock, but volatility, short interest, and substantial execution risk are present.
Positive
MarketBeat
1 day ago
Nebius Group: Up 385%, Analysts Say It's Still a Bargain
The search for the next impactful name in artificial intelligence (AI) often leads investors to crowded fields. Yet, quietly capturing a significant market share is Nebius Group N.V.
Neutral
Seeking Alpha
1 day ago
My Nebius Position Is Up By 85% Since March, And I'm Not Done Yet
Nebius stock is one of the most remarkable investments on the public market right now. Management has strong values, and the financial strategy is top-tier. I trimmed my NBIS position recently to lock in some gains, and my remaining shares have an unrealized profit of 85%. I forecast a 30% annual return as likely over the next couple of years. Cash burn risks are manageable due to strategic financial timing by management.
Neutral
Business Wire
1 day ago
Nebius Group 2024 Sustainability Report highlights importance of sustainability to long-term value creation in AI infrastructure
AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (NASDAQ: NBIS), a leading AI infrastructure company, today published its 2024 Sustainability Report, reinforcing its position as a sector leader in transparency around sustainability issues and underscoring how sustainability delivers wins for Nebius, our customers, and society more broadly. Prepared referencing European Sustainability Reporting Standards (ESRS), the report shows how Nebius embraces sustainability as a core element of its business s.
Positive
The Motley Fool
1 day ago
2 High-Powered Growth Stocks to Buy Now
Growth stocks have made a strong comeback after a rocky start to the year, driven by anticipated deregulation and significant breakthroughs in artificial intelligence (AI). Valuations have surged, and at first glance, bargains seem extinct.
Positive
Forbes
2 days ago
After 70% Rally, Is Nebius Stock Still The Top AI Cloud Pick?
The Europe-based cloud services provider Nebius (NASDAQ:NBIS) has seen its stock rise by 70% year-to-date, significantly outperforming the overall market. Unlike conventional hyperscalers like Amazon's AWS or Microsoft's Azure that provide a wide range of general-purpose cloud services, Nebius is part of a new category of "Neoclouds" that concentrate on high-performance infrastructure specifically for AI workloads.
Positive
Seeking Alpha
3 days ago
Nebius Group: Expect Another Move-Up On Q2 Earnings
Despite a 67% run-up, Nebius remains undervalued by over 30%, as Wall Street's conservative estimates fail to grasp the company's explosive ARR growth. The company's deep partnership with Nvidia, and early access to cutting-edge GPU tech give NBIS a unique competitive advantage for attracting lucrative AI workloads. The upcoming Q2 earnings report is a critical catalyst. Strong results should force analysts to revise their inexplicably low estimates, closing the valuation gap.
Positive
Seeking Alpha
4 days ago
Nebius: Like Buying Amazon In 2011
Could Nebius be the next AWS? This overlooked AI cloud player might mirror Amazon's meteoric rise a decade ago. But what sets Nebius apart from other hyperscalers? Like AWS, I think the company has found the secret sauce for success in this market. We weigh the hidden risks against the staggering potential upside in this detailed deep dive.
Positive
Zacks Investment Research
4 days ago
Nebius Surges 81% YTD: How Should Investors Play NBIS Stock?
NBIS stock is up 81% YTD, but rising capex, behemoth AI cloud rivals, and losses raise red flags for investors.
Positive
Benzinga
1 week ago
The Inverse Cramer AI Play: How Nebius Combines Tesla Vibes With Nvidia Muscle
While Jim Cramer is staying far away, some contrarian investors are leaning in. Nebius Group NV NBIS, a lesser-known AI infrastructure startup with Nvidia Corp NVDA backing and Tesla Inc TSLA-level ambition, is quietly building one of the most intriguing bets in autonomous mobility and decentralized AI.
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