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 7,323 funds
0
Analysts bullish %
of 4 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
37% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 82
25% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 72
8% more funds holding
Funds holding: 301 [Q4 2024] → 326 (+25) [Q1 2025]
11.54% less ownership
Funds ownership: 52.07% [Q4 2024] → 40.53% (-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
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$47
8%
downside
Avg. target
$63
22%
upside
High target
$80
56%
upside
4 analyst ratings
4 positive
100%
0 neutral
0%
0 negative
0%
Goldman Sachs Alexander Duval | 33%upside $68 | Buy Initiated | 14 Jul 2025 |
DA Davidson Alex Platt | 7%upside $55 | Buy Maintained | 16 Jun 2025 |
BWS Financial Hamed Khorsand | 56%upside $80 | Buy Maintained | 10 Jun 2025 |
Northland Capital Markets Nehal Chokshi | 8%downside $47 | Outperform Maintained | 21 May 2025 |
Financial journalist opinion
Based on 38 articles about NBIS published over the past 30 days
Positive
The Motley Fool
5 hours ago
Where Will Nebius Group Be in 1 Year?
Excitement for artificial intelligence (AI) stocks led everything from semiconductor stocks to software stocks higher in 2025. Neocloud stock Nebius Group (NBIS -4.57%) is no different.
Positive
Zacks Investment Research
2 days ago
NBIS Eyes Positive EBITDA in H2 2025: What Could Drive Growth?
Nebius sees 385% revenue surge and eyes positive EBITDA by the second half of 2025, fueled by AI demand.
Positive
The Motley Fool
3 days ago
Better Artificial Intelligence (AI) Stock: CoreWeave vs. Nebius
CoreWeave (CRWV -3.50%) and Nebius Group (NBIS -0.90%) have witnessed a rapid jump in their share prices this year. Investors have been buying these stocks hand over fist because they are benefiting big time from the growing demand for cloud-based artificial intelligence (AI) infrastructure.
Positive
24/7 Wall Street
4 days ago
IREN vs. NBIS: Which High-Growth Mid-Cap Stands Out Right Now?
Momentum investors have a lot to dig through after an explosive tech-led surge from those now-distant Liberation Day lows.
Neutral
Seeking Alpha
5 days ago
Nebius Q2: A Moment Of Caution (Downgrade)
Nebius Group N.V. stock has surged over 80% since May, making its valuation less attractive and highly growth-dependent ahead of Q2 earnings. Aggressive industry spending and fierce competition for AI talent may force NBIS to increase OpEx and CapEx, adding further risk. Despite a strong Wall Street consensus and potential upside, I recommend holding NBIS stock for now due to elevated risks before earnings.
Positive
Zacks Investment Research
6 days ago
Nebius Races Ahead in AI Infra Space With Strong Customer Engagement
NBIS sees strong AI cloud demand, lands Israel's national supercomputer project and targets up to $1B in run-rate by 2025.
Positive
Seeking Alpha
6 days ago
Nebius Group: Europe's Great AI Hope
Nebius's vertically integrated and custom-built AI cloud infrastructure, and deep Nvidia partnership, give it an edge over legacy hyperscalers retrofitting their general use infrastructure to AI. Led by Arkady Volozh, Nebius boasts a world-class management team with high insider alignment and a proven track record from Yandex. Rapid revenue growth and improving EBITDA margins position Nebius for profitability by Q4 2025, with potential for upward revisions as a key upside catalyst.
Positive
Seeking Alpha
6 days ago
Nebius Group: Ultra Bullish Into Q2 Earnings
The bull case remains intact. TSMC didn't show any signs of slowdown in Q2 revenue growth, which is ultra bullish for Nebius (from a growth perspective) as a direct consumer of Nvidia's GPUs. NBIS' Q2 earnings will hinge on ARR guidance, data center expansion plans, and Capex updates, with key comments to watch for on the New Jersey, Finland, and Israel sites.
Positive
Benzinga
6 days ago
Half Of Nebius' Value Is Hiding In Plain Sight — And Wall Street's Missing It
Nebius Group NV NBIS might be the most underappreciated player in AI infrastructure today. At a $12 billion market cap, it's trading like a mid-cap growth story.
Positive
Seeking Alpha
1 week ago
Nebius Group: A Rare Early Stage Shot At A GPU Superpower In The Making
Nebius Group is a $13 billion Dutch company building purpose-built GPU infrastructure to power the global AI boom. Despite no profits and high price-to-sales ratios, its full-stack AI-native platform and global expansion signal deep strategic positioning. The company is aggressively frontloading Capex to build data centers and scale GPU capacity ahead of explosive demand.
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