Nebius Group N.V.

NBIS

Market cap $26.2B

Nebius deployed Nvidia's GPUs in its data center space. Nebius believes it can achieve a $7 billion to $9 billion annual run rate by the end of the year.

Nebius Group N.V. has consolidated after a parabolic 2025 re-rating, rebounding ~20%, with primary uptrend intact above long-term averages. Meta's Meta Compute validates long-duration AI infrastructure demand, reinforcing capacity scarcity and multi-year contracted revenue visibility. Revenue is expected to surge from $556 million in 2025 to $3.45 billion in 2026, a 521% year-over-year increase.

NBIS surges nearly 30% in a month as AI cloud demand, big tech deals and rapid data center expansion fuel a 97% six-month rally.

Nebius (NBIS 1.77%) is scaling fast with next-generation AI infrastructure, Blackwell deployments, and global cloud expansion. If the company executes well and demand for supercomputing capacity continues rising, Nebius could deliver meaningful upside for long-term investors watching the AI infrastructure boom.

Nebius is rated "Buy", with long-term growth underpinned by sold-out capacity and robust demand from hyperscaler agreements. NBIS' revenues are constrained by energizable supply, not demand, with 2.5 GW of contracted power guiding future growth. The company's full-stack approach includes in-house server design and advanced software like Token Factory, enhancing cost control and customer stickiness.

Nebius Group N.V. stock may have put in a bottom. There's room for NBIS stock to run to over $150. Execution and bottleneck risks threaten the bull thesis.

Nebius has announced two big AI cloud infrastructure deals with hyperscalers just since September. The cloud infrastructure company has other related business segments that could become meaningful growth drivers.

Nebius (NBIS) stock surged 10% on January 12th after receiving an analyst upgrade and news about early adoption of the NVIDIA Rubin platform. More notably, it has risen 200% over the past twelve months.

During the proverbial (and actual) gold rush, the most consistent fortunes are made by those selling the "picks and shovels." While the LLM wars between tech giants continue to dominate the headlines, the real staying power and predictability lie in the AI infrastructure stocks.

Nebius Group N.V. stock is still below 52-week highs. NBIS's vertical integration, software-first approach, and disciplined financial management create a durable moat versus hardware-centric peers. In a market increasingly looking for quality AI stocks, NBIS shines above the rest.