Nebius Group N.V. (NBIS)
This Under-the-Radar AI Stock Is Already Up 87% in 2026
Nebius has been a top performer, and it still has room to grow.
Nebius: The Profit Inflection Point
Nebius stock surged 36% recently and ~500% since initial thesis, driven by contracts, pricing power, and institutional re-rating. B200 GPU pricing rose from ~$4.40/hr to ~$5.09 mean, with peaks above $6.00/hr, expanding margins structurally. At $5.50/hr pricing, ~220,000 GPUs are needed for $8B ARR, but fewer are required as pricing increases.
Nebius Stock Has Nearly Doubled This Year. Here's Why It Still Has Room to Run.
Wall Street analysts expect Nebius's revenue to catapult nearly 20-fold by 2027. The stock looks expensive, but could be cheap when growth is taken into account.
Why I Can't Stop Buying Neocloud Leader Nebius Group
Nebius Group (NASDAQ:NBIS) has delivered 681% gains over the past year, and the neocloud buildout continues to attract attention.
Nebius: The Compute Bottleneck Is Real
Nebius Group N.V. is a strategic AI infrastructure asset, uniquely positioned to capitalize on surging GPU scarcity and power bottlenecks. NBIS has secured $4.3B in fresh capital, and a $27B Meta deal and is scaling data center capacity aggressively across Europe and the U.S. GPU rental prices are soaring, capacity is sold out, and Nebius's early power contracting creates a formidable competitive moat.
Nebius Pipeline Growth Supports Strong 2026 Revenue Outlook
NBIS' AI cloud boom pushes pipeline toward $4B, with longer contracts, tight capacity and strong demand shaping its 2026 outlook.
Nebius Gains 42% in 3 Months: Should Investors Buy Now or Wait?
NBIS jumps 42% in 3 months and 29% in a week amid AI21 Labs deal buzz, as AI cloud revenue soars and capacity expansion accelerates.
Nebius Is Becoming The Next AI Hyperscaler
Nebius secured a $2 billion strategic investment from Nvidia, strengthening hardware access and deepening long-term infrastructure alignment. Signed hyperscaler agreements exceeding $40 billion in potential value, primarily with Microsoft and Meta, significantly boosting demand visibility. Raised $4.34 billion through convertible notes, providing capital to support its aggressive $16–20 billion 2026 expansion plan.
Nebius: Winning The AI GPU Shortage Game
Nebius: Winning The AI GPU Shortage Game
Nebius Stock Jumped 15% on Its Meta Deal. Is This the Next CoreWeave -- or Something Better?
CoreWeave has the advantage of scale, ending 2025 with 43 data centers. Nebius is growing fast, and the stock's performance has outgained CoreWeave.
Nebius's Sell-Off Puts Its AI Cloud Growth At A Steal
Nebius (NBIS) remains a standout neocloud AI infrastructure provider despite recent stock weakness and rising capex, with a $150 price target reiterated. NBIS is rapidly scaling, posting 547% YoY Q4 sales growth and securing multi-billion-dollar deals with Microsoft, Meta, and Nvidia. Valuation is justified by explosive growth: consensus sees sales rising from $3.3B in 2026 to $26B by 2029, with positive EPS expected by 2028.
Nebius unveils plans to build one of Europe's largest AI factories as region scrambles for compute
Europe has been racing to develop infrastructure to power the AI boom. Nebius unveiled plans on Tuesday to build a new AI data center in Finland.
