NBIS
Nebius Group N.V. Class A Ordinary SharesNBIS
NBIS
0
Funds holding %
of 7,390 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
97%
upside
Avg. target
$55
116%
upside
High target
$60
136%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
BWS Financial Hamed Khorsand 49% 1-year accuracy 90 / 184 met price target | 136%upside $60 | Buy Maintained | 4 Mar 2025 |
DA Davidson Alex Platt 0% 1-year accuracy 0 / 2 met price target | 97%upside $50 | Buy Initiated | 25 Feb 2025 |
Financial journalist opinion
Based on 27 articles about NBIS published over the past 30 days
Negative
Zacks Investment Research
13 hours ago
NBIS Stock Plunges 25% in a Month: Is it Time to Book Loss?
Its better to stay away from NBIS stock for now as it faces operational and financial struggles despite distancing from Russia.
Positive
The Motley Fool
1 day ago
Hold Nvidia? Here Are 2 Unstoppable AI Stocks You Can Also Buy.
Many artificial intelligence (AI) stocks have sold off recently, presenting compelling buying opportunities for patient investors. But folks with a sizable amount of their portfolio in names like Nvidia (NVDA -0.66%) may be looking for other ideas.
Positive
Seeking Alpha
1 day ago
Nebius Group: Update Of My Nebius AI's Operating Metrics Forecast And Valuation
Nebius's shares are down 21% since my last article, but the company has announced several positive developments since then. I have updated my forecast for Nebius's operating metrics. As a result, my capital expenditure projections have increased to $5.05 billion in 2025 and $4.49 billion in 2026. I have also revised my revenue estimates upward to $845 million in 2025 and $3.02 billion in 2026.
Neutral
The Motley Fool
4 days ago
Considering Investing in the CoreWeave IPO? Here's a Different Nvidia-Backed Data Center Stock You Might Want to Check Out Instead.
So far this year, the Nasdaq Composite dropped by about 8%. Broad sell-offs in mega-cap artificial intelligence (AI) stocks are some of the biggest drags on the market.
Neutral
Seeking Alpha
5 days ago
Nebius: A 10x AI Growth Story Still Flying Under Wall Street's Radar
I believe Nebius' 20% stock decline since my last article is tied to the broader S&P 500 selloff, not company fundamentals, as FY 2025 AAR guidance was highly positive. Nebius' AAR could surge from $90M in Q4 2024 to $750M–$1B by year-end 2025, signaling 10x growth potential. I'm seeing early signs of institutional buying, with 13-F filers increasing their stake by 110% qoq in Q4 2024. Nonetheless, Wall Street analyst coverage is still insignificant.
Positive
The Motley Fool
6 days ago
I'm Buying This Nvidia-Backed AI Company Before It Explodes
In this video, I will be talking about Nvidia-backed Nebius Group (NBIS -5.22%) and why I'm considering opening up a position in it. Watch the short video to learn more, consider subscribing, and click the special offer link below.
Positive
The Motley Fool
1 week ago
2 Top Artificial Intelligence Stocks to Buy Right Now
Stocks have made a major pullback after two consecutive years of incredible returns. Market corrections can be an investor's best friend, though.
Positive
Seeking Alpha
1 week ago
Nebius: Potential European AI Darling
Nebius Group N.V., a leading AI infrastructure company in Europe, is attractively priced after a nearly 50% stock slump amid booming ARR growth projections. The company is well-positioned for a European boost, with significant investments in data centers across Europe and expansion plans in the U.S. Despite missing Q4 targets, Nebius reported 466% revenue growth and has ambitious ARR goals, aiming for up to $1 billion by December 2025.
Neutral
Business Wire
1 week ago
Nebius to Offer NVIDIA Blackwell Ultra-Powered Instances
AMSTERDAM--(BUSINESS WIRE)--Nebius (NASDAQ:NBIS), a leading AI infrastructure company, will be an early adopter AI cloud provider to offer the new NVIDIA Blackwell Ultra AI factory platform – unlocking the world's most advanced compute on demand for AI builders and enterprises everywhere to build the next generation of agentic, reasoning and physical AI. In support of the launch of NVIDIA Blackwell Ultra today at GTC 2025, Nebius will give its customers access to NVIDIA GB300 NVL72-powered inst.
Neutral
GlobeNewsWire
1 week ago
Quali Announces Support for Nebius to Streamline & Optimize the Delivery of Full-Stack Agentic AI Tech Solutions
Quali Torque's support for Nebius automates and simplifies the delivery, management, and optimization of cloud-based AI GPUs and other infrastructure.
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