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 7,296 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
0%
upside
Avg. target
$59
25%
upside
High target
$80
70%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
BWS Financial Hamed Khorsand | 70%upside $80 | Buy Maintained | 10 Jun 2025 |
Northland Capital Markets Nehal Chokshi | 0%downside $47 | Outperform Maintained | 21 May 2025 |
DA Davidson Alex Platt | 6%upside $50 | Buy Maintained | 21 May 2025 |
Financial journalist opinion
Based on 47 articles about NBIS published over the past 30 days
Positive
Zacks Investment Research
2 days ago
Nebius Expands AI Cloud in Europe With NVIDIA GB200 and Blackwell
NBIS expands its AI Cloud with NVIDIA GB200 in Europe, deepening ties with NVIDIA and accelerating sovereign AI innovation.
Positive
Zacks Investment Research
2 days ago
Is Nebius' $2B Capex Spend on AI Infra a Smart or a Risky Bet?
NBIS lifts 2025 capex to $2 billion to scale its AI infrastructure globally and unlock growth in high-demand markets.
Neutral
Business Wire
3 days ago
Nebius delivers first NVIDIA Blackwell general availability in Europe; brings NVIDIA AI Enterprise to Nebius AI Cloud
AMSTERDAM--(BUSINESS WIRE)--Nebius (NASDAQ: NBIS) today announced the first general availability of NVIDIA GB200 Grace Blackwell Superchip capacity for customers in Europe, as it continues to build out full-stack AI infrastructure globally to accelerate AI innovation at scale. Arkady Volozh, founder and CEO of Nebius, said: “Our mission is to provide the infrastructure that accelerates AI innovation in Europe and globally. By integrating NVIDIA accelerated computing and enterprise-grade softwar.
Neutral
Newsfile Corp
3 days ago
Nebius and Saturn Cloud Launch First-in-Class AI MLOps Cloud with Support for NVIDIA AI Enterprise
Collaboration gives AI engineers enterprise-grade AI/ML infrastructure-in-a-box with on-demand access to NVIDIA Hopper GPUs and an enterprise-ready MLOps platform Amsterdam, Netherlands--(Newsfile Corp. - June 11, 2025) - Leading AI infrastructure provider Nebius (NASDAQ: NBIS) is partnering with Saturn Cloud, the MLOps platform for AI/ML engineers, to deliver a turnkey AI/ML infrastructure solution built on NVIDIA Hopper GPUs and with support for the NVIDIA AI Enterprise software stack. The solution brings together the power and flexibility of Nebius's AI cloud with Saturn Cloud's engineer-loved MLOps platform.
Neutral
Benzinga
4 days ago
Nebius Vs. CoreWeave: Nvidia-Backed AI Cloud Stocks Battle For Supremacy
In the Nvidia Corp NVDA-backed AI infrastructure race, Nebius Group NV NBIS and CoreWeave Inc CRWV are vying for supremacy. With explosive growth and distinct strategies, this battle hinges on fundamental strengths and technical signals.
Positive
Finbold
5 days ago
Nvidia-backed stock soars over 40% in a week
Back in February, Finbold reported that Nebius Group NV (NASDAQ: NBIS) was officially added to Nvidia's portfolio, marking one of the clearest AI infrastructure plays linked to the GPU giant.
Positive
The Motley Fool
6 days ago
Could Nebius Group Be a Sleeper Growth Pick?
When it comes to investing in artificial intelligence (AI) stocks, some of the most common opportunities reside in software platforms and semiconductors. But one pocket of the AI realm that is steadily starting to gain some traction is infrastructure.
Positive
The Motley Fool
1 week ago
Why Nebius Group Rocketed 62% Higher in May
Shares of up-and-coming "neocloud" Nebius Group (NBIS 4.45%) rocketed 61.7% in May, according to data from S&P Global Market Intelligence.
Neutral
Seeking Alpha
1 week ago
Nebius Vs. Navitas: Two Nvidia Darlings With Diverging AI-Driven Fortunes
Nebius and Navitas, despite catering to different industries, have emerged as market AI favourites, reinforced by their respective tie-ups with AI juggernaut Nvidia. Both stocks have experienced multifold appreciations in the LTM, with Navitas most recently catching up after disclosing it's become a key power supplier for Nvidia's next-generation 800V HVDC architecture. Yet fundamentals remain the key driver of premium valuations. With both stocks diverging on this aspect, only one is poised to excel from current levels.
Positive
The Motley Fool
1 week ago
This Nvidia-Backed Stock Is Up Over 100% Since April. Is It Too Late to Buy?
In this video, I will go over the recent updates regarding Nebius (NBIS 2.40%) and talk about why the stock continues to soar. Watch the short video to learn more, consider subscribing, and click the special offer link below.
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