Nebius, born from Yandex's breakup, resumed NASDAQ trading with $2.5 billion in cash, focusing on AI infrastructure and services, making it a speculative growth play. The company rapidly launched AI platforms, expanded data centers, and secured $700 million from investors like NVIDIA and Accel, showcasing its aggressive growth strategy. Despite burning over $1 billion last year on infrastructure, Nebius aims for $750 million to $1 billion ARR, making its $5.7 billion valuation seem conservative.
Its better to stay away from NBIS stock for now as it faces operational and financial struggles despite distancing from Russia.
Many artificial intelligence (AI) stocks have sold off recently, presenting compelling buying opportunities for patient investors. But folks with a sizable amount of their portfolio in names like Nvidia (NVDA -0.66%) may be looking for other ideas.
Nebius's shares are down 21% since my last article, but the company has announced several positive developments since then. I have updated my forecast for Nebius's operating metrics. As a result, my capital expenditure projections have increased to $5.05 billion in 2025 and $4.49 billion in 2026. I have also revised my revenue estimates upward to $845 million in 2025 and $3.02 billion in 2026.
In this video, I will be talking about Nvidia-backed Nebius Group (NBIS -5.22%) and why I'm considering opening up a position in it. Watch the short video to learn more, consider subscribing, and click the special offer link below.
Stocks have made a major pullback after two consecutive years of incredible returns. Market corrections can be an investor's best friend, though.
Nebius reported 600% AI cloud revenue growth YoY, with Q4 2024 revenue surging 466% to $37.9M. A $700M oversubscribed funding round included Nvidia, Accel, and Orbis, reinforcing confidence in Nebius's AI cloud expansion. Plans to deploy 22,000 Nvidia GPUs by 2025, positioning Nebius as a cost-effective alternative to AWS and CoreWeave.
What if I told you one of the top-performing artificial intelligence (AI) stocks last year wasn't a member of the "Magnificent Seven"? Maybe you'd think I'm talking about Palantir Technologies -- 2024's top-performing S&P 500 stock, with a 340% return.
Nebius is rapidly scaling AI cloud infrastructure with a $2.45B cash reserve, minimal debt, and Nvidia backing, targeting a $15B+ market cap in 12 months. While forward P/S of 12.5 is attractive, profitability remains uncertain. Heavy capex and competition from hyperscalers pose risks, but AI demand supports sustained growth. Despite Russia-related concerns, Nebius now operates under Dutch laws. Strong revenue growth and AI specialization make it a high-risk, high-reward Strong Buy.
Nebius Group (NBIS -7.29%) may be the biggest technology company you didn't even realize you already knew. The artificial intelligence (AI) infrastructure company has only been public in that name since last October.
Nebius Group is a leading AI infrastructure company with strong growth prospects, driven by significant capacity expansion and a large, rapidly growing TAM. NBIS plans to triple data center capacity in Finland, open new facilities in the US and Iceland, and expand further in Europe and the US. The company's other businesses, Toloka, TripleTen, and Avride, are also experiencing strong growth, contributing to the overall positive outlook.
Nebius Group (NBIS 0.98%) management held a question-and-answer session with Wall Street analysts, providing information for investors.