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: 1,303
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
131% more call options, than puts
Call options by funds: $224M | Put options by funds: $96.8M
52.07% more ownership
Funds ownership: 0% [Q3] → 52.07% (+52.07%) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$30
32%
upside
Avg. target
$45
98%
upside
High target
$60
164%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
DA Davidson Alex Platt 50% 1-year accuracy 2 / 4 met price target | 32%upside $30 | Buy Maintained | 14 Apr 2025 |
BWS Financial Hamed Khorsand 47% 1-year accuracy 87 / 184 met price target | 164%upside $60 | Buy Maintained | 4 Mar 2025 |
Financial journalist opinion
Based on 14 articles about NBIS published over the past 30 days
Neutral
Business Wire
12 hours ago
DDN and Nebius Collaborate to Power Next-Generation AI Infrastructure for Seamless Enterprise Adoption
CHATSWORTH, Calif.--(BUSINESS WIRE)-- #AI--DDN, a global leader in AI and data intelligence solutions, has partnered with Nebius, one of the world's most advanced AI cloud providers, to deliver unprecedented performance, scalability, and efficiency for enterprise AI workloads. By integrating DDN Infinia and EXAScaler into its AI cloud, Nebius is setting a new industry benchmark—offering enterprises an end-to-end, high-performance solution tailored to the demands of next-generation AI. Powering the Fu.
Neutral
Zacks Investment Research
1 day ago
Is NBIS Stock Worth Investing After a 24% Drop in the Past 3 Months?
Nebius benefits from expanding infrastructure offerings, but intense competition from tech behemoths and macroeconomic challenges remain concerns.
Positive
Seeking Alpha
1 week ago
Nebius: A Small Player With Big Potential In The AI Boom, Initiate With Buy
Nebius Group, an AI infrastructure company, leverages its vertical integration to develop a competitive advantage. The company is focused on deploying its Blackwell data center to attract customers in 2025. Despite lacking scale and brand recognition, Nebius' smaller size offers personalized service, making it a speculative buy on high growth potential. While financially solid with $2.49b cash and aiming for $825m midpoint revenue in 2025, Nebius faces significant operating losses and high depreciation expense.
Neutral
Zacks Investment Research
1 week ago
NBIS vs. MSFT: Which AI Infrastructure Stock is the Better Buy?
Microsoft appears to be a better investment option compared to Nebius at the moment.
Positive
Seeking Alpha
2 weeks ago
Nebius' Neocloud Prospects Appear Promising - Albeit Somewhat Speculative
Nebius' strategic positioning as a neocloud triggers its robust growth prospects, as observed in the management's promising December 2025 ARR guidance. This is significantly aided by numerous hyperscalers' growing partnerships with other neoclouds, thanks to its more efficient cost per server utilization. Combined with the recent market wide selloff, we believe that NBIS' high-growth investment thesis is compelling indeed, albeit carrying start-up risks.
Positive
Seeking Alpha
2 weeks ago
Nebius: Minutes Of Our Call With The Company
Nebius is positioned as a major AI megatrend winner, with strong engineering strengths and significant demand for its GPU and AI services. The company is experiencing high demand, with GPU capacity fully sold out and additional services expected to grow, targeting 30% EBIT margins. Nebius focuses on the entire AI ecosystem, offering additional services and developing a superior AI cloud, with plans to expand data centers and secure long-term contracts.
Positive
Seeking Alpha
2 weeks ago
Inside Nebius's Secret GPU Strategy
Nebius offers Nvidia H100 GPU access as low as $3.15/hour for 12-month contracts, undercutting CoreWeave's $4.76/hour. Operating costs in Serbia are under $0.025 per GPU-hour, enabling industry-low pricing and high potential margin upside post-CapEx. Nebius spent nearly $2 billion in CapEx over three years, building proprietary data centers and custom AI infrastructure.
Neutral
Invezz
2 weeks ago
Nebius stock slowly forms a double bottom: will it surge soon?
Nebius stock price has been in the spotlight this year as investors assessed the growth trajectory of the artificial intelligence industry. NBIS was trading at $23.45 on Thursday, down by over 54% from its highest point this year and 73% from its highest level in 2024.
Neutral
The Motley Fool
3 weeks ago
Why New AI Winners Marvell Technology, Credo Technology, and Nebius Group Plunged in March
Shares of new artificial intelligence (AI) winners Marvell Technologies (MRVL 2.67%), Credo Technologies (CRDO 7.57%), and Nebius Group (NBIS 4.07%) plunged in March, down 32.9%, 27.2%, and 35%, respectively, according to data from S&P Global Market Intelligence.
Positive
Seeking Alpha
3 weeks ago
Nebius: The Neocloud Built For The AI Era
Nebius is a full-stack AI neocloud optimized for machine learning, attracting Nvidia's investment and poised for significant growth in the AI infrastructure market. OpenAI's image generation breakthrough has spiked GPU demand, benefitting Nebius, as AI-generated visual content becomes mainstream in creative industries. Nebius's AI-native cloud platform and custom infrastructure differentiate it from hyperscalers and neocloud rivals, offering integrated AI solutions for developers.
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