Nebius Group N.V. Class A Ordinary Shares (NBIS)
Elon Musk Is Wrong About Nebius: Rating Upgrade
I'm upgrading Nebius Group N.V. to a Buy as recent selloff creates an attractive entry point. NBIS stands out with a clean balance sheet, strong customer prepayments, and disciplined capital structure versus highly leveraged peers. Despite sector volatility and premium valuation (13.65x EV/Sales; 33.11x EV/EBITDA), NBIS justifies its multiple through rapid growth and a differentiated cloud offering.
Nebius Has Cratered Over The Last 3 Months: This Wall Street Ratings Firm Says 2.5X Returns Will Materialize Soon
A Gartner forecast just sparked a brutal selloff that wiped nearly half of Nebius Group's value from its peak, yet one Wall Street firm now sees shares more than doubling from here.
Nebius stock falls as $3.5B loan raises AI infrastructure debt concerns
Nebius Group shares NBIS fell on Thursday as investors assessed the company's new $3.5 billion financing facility amid growing concerns about debt-funded expansion across the artificial intelligence infrastructure sector. The Nvidia-backed neocloud provider's shares dropped as much as 6.8% in trading, facing pressure during the broader market sell-off.
Can Nebius' Open Compute Pricing Strengthen Its AI Cloud Growth?
NBIS introduces live GPU spot pricing to boost cost transparency and flexible AI compute access as it expands its NVIDIA-powered AI cloud footprint.
Michael Burry Is Shorting Nebius. SpaceX Just Said Its AI Chips Pay for Themselves in Under a Year.
Last night, Chief Financial Officer Bret Johnson told investors on the third-quarter call for SpaceX (NASDAQ:SPCX | SPCX Price Prediction) that “At current pricing, new compute deployments are generating a payback of less than a year.
Investors are questioning neoclouds' business model but Nebius says AI computing prices are rising
Nebius' chief revenue officer told CNBC that AI computing prices are continuing to rise and are running ahead of its expectations. The comments come as investors scrutinize the debt, borrowing costs and economics of companies building AI infrastructure.
Is Nebius a Millionaire-Maker Stock?
Revenue for Nebius increased 454% year over year in Q2 2026, and it has more than $40 billion in total customer commitments. Capital expenditures still far outweigh sales, and almost all revenue comes from this company's AI cloud business.
Nebius Is Poised To Feast On The CoreWeave Rout
Nebius is recommended as a 'Strong Buy' and overweight due to its prudent capital allocation and stable growth amid CoreWeave's debt-driven turmoil. NBIS's CapEx plan is 39% smaller than CoreWeave's at the midpoint, supporting a more sustainable balance sheet and attracting risk-averse investors. NBIS trades at a 3.7x forward P/S ratio, well below its 3-year average of 9.4x, presenting a compelling valuation opportunity.
Why Is Nebius Stock Falling, and is it a Buying Opportunity?
Nebius (NBIS +2.88%) must invest billions to capture its opportunity in AI.
Nebius: The Pullback Strengthens The Case For An AI Infrastructure Champion
Nebius remains a Buy, supported by robust neocloud market trends, strong Q2 results, and superior execution versus peers. Q2 revenue surged 454% YoY, ARR reached $3bn (up 56% QoQ), and management targets 5GW operational capacity by 2030. The recent Palantir partnership validates NBIS's differentiated AI-native platform and positions it for sovereign AI growth opportunities.
Nebius and 3 Other Stocks I Don't Mind Buying Before 2026 Ends
In this video, I will cover the four stocks I don't mind buying toward the end of 2026 and explain why Meta, MercadoLibre, Nu, and Nebius made the list. Watch the short video to learn more, consider subscribing, and click the special offer link below.
Nebius is Your New AI Sentiment Gauge For AI Debt and GPU Risks
A single stock dropped 25% in one week while its backlog swelled to $37.5 billion, and that contradiction reveals exactly where investors stand on debt-funded GPU buildouts right now.
