Nebius Group N.V. (NBIS)
NASDAQ (NGS) NASDAQ (NGS) Primary Summary
Will Nebius' $5B CapEx Spike Weigh on Its 2025 EBITDA Targets?
NBIS lifts 2025 capex to $5 billion while racing to meet AI demand, raising questions about its path to a slightly EBITDA-positive year-end.
Nebius: Hypergrowth, Early-Stage AI Cloud Leader With Upside Potential
Nebius has surged nearly 300% in a year and remains positioned for major AI-driven upside, supported by large contracts with Meta, Uber, and Microsoft. FQ3 showed an EPS beat but revenue miss, yet management raised power-capacity guidance sharply and reported all capacity sold out, signaling strong AI infrastructure demand. Despite a high valuation on traditional metrics, Nebius appears cheap if growth delivers, with analysts expecting 5x revenue growth by 2026 and significant scalability ahead.
Nebius: Why Its Finland Campus Could Hit $650 To $900M Annually
Nebius Group reported 3Q25 revenue of $146.1M, up 355% YoY, but missed estimates and posted a $100.4M adjusted net loss. NBIS is rapidly expanding AI infrastructure, highlighted by the Mäntsälä campus scaling to 75MW, potentially generating $650M-$1B in annual recurring revenue. Despite high cash burn and premium valuation multiples, NBIS's long-term growth is anchored by major capacity expansions and strategic deals.
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Nebius Group N.V. Profile
| IT Services Industry | Information Technology Sector | Arkady Volozh CEO | NASDAQ (NGS) Exchange | NL0009805522 ISIN |
| NL Country | 1,371 Employees | - Last Dividend | - Last Split | - IPO Date |
Overview
Nebius Group N.V., previously known as Yandex N.V., is a technology company renowned for its pioneering efforts in building full-stack infrastructure aimed at servicing the global AI industry. With its inception in 1989 and a strategic headquarters in Amsterdam, the Netherlands, Nebius Group has expanded its R&D capabilities across Europe, North America, and Israel, marking its presence as a leader in the AI space. The organization's strategic rebranding in August 2024 underscored its commitment to AI and technology innovation, aligning its mission and services with the evolving demands of the AI industry. Nebius Group N.V. engages in developing an AI-centric cloud platform designed for intensive AI workloads, alongside other key businesses in the realms of data partnership for AI development, edtech, and autonomous driving technology.
Products and Services
- Nebius
- Toloka AI
- TripleTen
- Avride
This is Nebius Group's flagship AI-centric cloud platform, specifically designed to handle intensive AI workloads. Nebius excels in creating a seamless environment for developers by offering full-stack infrastructure solutions. This includes the provision of large-scale GPU clusters, cloud platforms, and a suite of tools and services that cater to the intricate needs of AI development and deployment.
Toloka AI stands as a vital data partner across various stages of generative AI development, providing crucial data collection, processing, and annotation services. This facet of Nebius Group’s offerings ensures that AI projects are built on accurate and high-quality data, facilitating the development of more sophisticated and reliable AI models.
As an innovative edtech player, TripleTen is focused on reskilling individuals for careers in tech. This initiative is geared towards closing the skills gap in the tech industry, offering comprehensive educational programs and resources that empower people to transition into tech roles, thereby supporting the broader ecosystem of technology and AI.
Avride represents Nebius Group’s commitment to the future of mobility through the development of autonomous driving technology. This includes technologies for self-driving cars and delivery robots, aiming to revolutionize how goods and individuals are transported, ensuring greater efficiency and safety in autonomous mobility solutions.
Contact Information
