Nebius Group N.V. (NBIS)
NASDAQ (NGS) NASDAQ (NGS) Primary 
Suddenly, Traders Love Nebius Group (NBIS) Stock
Nebius Group (NASDAQ: NBIS) sentiment is doing something unusual.
Nebius Group: AI Infrastructure Powerhouse With Significant Upside Ahead
Nebius Group is rated Buy, leveraging strong AI infrastructure positioning and robust neocloud market growth for continued upside. NBIS benefits from tailored hardware and software, energy efficiency, a strong Nvidia partnership, and a $17.4B Microsoft deal, supporting its competitive edge and expansion. Valuation implies 34% upside with a $166 target, with potential for additional upside from future deals, though estimates are very sensitive to assumptions.
Fresh List of Stocks With Short Squeeze Potential
Our highlight on the list this reporting period goes to Netherlands-based tech conglomerate, Nebius Group NV (NASDAQ:NBIS).
Nebius Enters Q3 With Momentum
Nebius reports Q3 2025 earnings on November 11, with consensus revenue of $155.7 million and EPS of –$0.52. Annualized run-rate revenue guidance raised to $900 million–$1.1 billion, driven by strong enterprise demand and upcoming Blackwell GPU deployments. Q2 results showed 625% year-over-year revenue growth and positive core EBITDA, with group EBITDA losses narrowing 64% versus last year.
Will Nebius' AI Cloud 3.0 Rollout Strengthen its Competitive Moat?
NBIS' launch of Aether, its AI Cloud 3.0 platform, signals a leap in secure, scalable infrastructure built to power enterprise AI innovation.
31 Stocks With Short Squeeze Potential
Sentiment is often a key theme of Senior V.P.
Nebius Stock: Why I'm Finally Buying In
Nebius Group N.V. stock has continued to rise, up 70% since announcing a deal with Microsoft. The company's full-stack AI platform gives NBIS an edge in an otherwise crowded space. Capacity expansion and additional capital expenditures, coupled with this stack, make NBIS stock an attractive prospect.
Will Nebius' Toloka and ClickHouse Stakes Fund Its AI Expansion?
NBIS' $17.4 billion Microsoft deal and surging AI demand spotlight how its ClickHouse and Toloka stakes can bankroll the next wave of expansion.
Nebius Group (NBIS) Stock is Up 335% This Year. This Is How Much Upside Bulls See The Stock Going
If you've never heard of Nebius Group (NASDAQ:NBIS) until recently, you're definitely not alone.
Nebius: One Hyperscaler Already In - How Many More Will Join The Party?
The first deal with a hyperscaler was announced earlier than I initially anticipated. This is a 5-year, $17.4B deal with Microsoft, which could extend to $19.4B. Nebius recently secured $4.2B in funding, mostly via convertible notes, minimizing near-term dilution risks. The round involves $3.16B in converts and $1.0B equity at $92.50. I see robust growth ahead: management guides to $900M–$1.1B ARR by year-end, the Street models triple-digit top-line growth for three years, and the CEO targets positive adjusted EBITDA in 2026.
Nebius: Premium Valuation, Explosive Growth
Nebius is a leading AI infrastructure provider, securing major contracts with Microsoft, Cloudflare, and Shopify, validating its technical strength. NBIS's rapid revenue growth, improving operating leverage, and strategic global expansion position it for sustained profitability despite current high valuation multiples. Significant capital expenditures and increased debt are justified given robust demand and ambitious capacity targets, with favorable financing terms mitigating risk.
Nebius: Overvaluation Miss Becomes A Win (Rating Upgrade)
Nebius's current $26.6 billion market cap is over 100x its TTM revenue, highlighting high expectations and valuation risk. However, I believe it is a great high-risk-high-reward play because the probability of the company's success over the long haul is high. The mega-deal with Microsoft isn't just about revenue backlog, but also elevates NBIS's reputation and likely makes it a much more attractive borrower.
