Nebius Group N.V. (NBIS)
NASDAQ (NGS) NASDAQ (NGS) Primary 
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.
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.
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.
Nebius: A Top AI Investment Pick
Nebius Group is capitalizing on AI market growth, raising $1.0B in convertible notes and posting 385% Y/Y revenue growth in Q1. The AI start-up's recurring revenue business is surging, with management guiding for $750M-$1.0B run-rate revenue by year-end and positive adjusted EBITDA in the second half of the year. Shares are trading at a similar valuation multiplier as Nvidia, despite a lack of profitability.
Call Traders Target Soaring AI Stock After Bull Note
One of Schaeffer's top stock picks for 2025 , Nebius Group NV (NASDAQ:NBIS), is up 21.5% to trade at $48.87 today.
Nebius Stock Soars 57% in a Month: Time to Hold or Book Profits?
NBIS surges 57% in a month on booming AI demand and NVIDIA ties, but profitability and high capex remain key risks.
Nebius: Explosive Growth At What Is Still A Reasonable Valuation
Nebius delivered a standout Q1, with ARR surging 177% sequentially and revenue up 385% year-on-year, confirming hyper-growth in demand for its AI infrastructure solutions. My buy recommendation is reaffirmed: Nebius's differentiated full-stack AI platform, rapid capacity expansion, and strong management underpin its ambitious multi-billion dollars of revenue with an adjusted 20%-30% EBITDA margin. Risks include execution, capital intensity, and hyperscaler competition, but Nebius's unique approach and Nvidia partnership provide a credible path to sustained high growth.
Nebius: I Can't Stop Buying This Stock | 40% Of My Portfolio Now
I bought the (short-lived) dip on June 2. In my view, the terms of the $1B private placement are highly favorable for the company. The $1B convertible notes are trading at a 40% premium. This is unusual, as most companies offer a discount on their convertible notes to incentivize the purchase of these securities. Institutional interest remains robust, with more funds holding Nebius than in Q4 and a significant increase in calls owned by institutions. That said, 13F shares declined by 20%.
Nebius: Hyperscaler Aiming For Hypergrowth
Nebius's $1B private offering is secured at favorable terms, with minimal dilution risk, supporting continued aggressive growth and expansion. Q1 results show 385% revenue growth and strong cash reserves, with clear guidance toward $1B ARR and positive EBITDA by year-end. The AI revolution is real and transformative; Nebius is well-positioned with valuable side businesses and asymmetric upside potential.
Nebius: Rally Occurred Overly Fast, Reversing Momentum May Be Painful (Rating Downgrade)
NBIS has delivered a robust FQ1'25 performance while offering a promising FY2025 guidance, with FY2026 likely to bring forth positive profit margins. Despite the intensified capex plans, the management has reiterated their prudence in capital raise through debt instead of dilutive means, preserving shareholders' equity. These reasons are also why NBIS appears well positioned to bridge its ongoing cash burn in the near-term, thanks to the rich balance sheet.
Nebius Is Still Undervalued After The Surge
Nebius's ARR surged nearly 700% YoY to $310M in April 2025, with guidance of $750M–$1B by year-end. The company spent $544M in Q1 CapEx and plans $2B for FY25, outpacing its $1.44B Q1 cash balance. Software monetization remains minimal, with most revenue driven by short-term GPU contracts from AI-native startups and labs.
Nebius: AI Excellence In Motion
NBIS delivered stellar Q1 earnings with 385% YoY revenue growth and is on track for exponential topline expansion, reinforcing my bullish stance. Aggressive global data center expansion and strong Nvidia partnership position NBIS to capture accelerating AI adoption across industries and geographies. My DCF analysis shows NBIS is massively undervalued, with huge upside potential even under conservative growth assumptions.
