Nebius Group N.V. (NBIS)
A Deep Dive On Nebius
Nebius Group is building AI factories to service the AI revolution. Management intends to scale capacity by 40x in the next few years, to more than 1 GW. Once scaled, NBIS will boast a robust margin profile of at least 20%.
Nebius: Don't Miss Out On The Party
Nebius stock has seen a good momentum in the past few weeks as the market cap races above $12 billion. The Q1 performance was quite good with $1.4 billion in cash, which has increased after recent private placement of $1 billion convertible notes. The management has forecasted reaching $1 billion in ARR by year-end, but the main issue will be the ability to reach positive EBITDA in the next few months.
Nebius Group: Building AI Capacity With Blackwell; Initiate With 'Buy'
I initiate Nebius (NBIS) with a 'BUY' rating and a $57 fair value, driven by robust AI cloud infrastructure expansion and Nvidia partnership. Nebius's access to Nvidia's latest GPUs and rapid data center growth in Europe and the US position it strongly in a booming $260B AI TAM. The company posted 385% revenue growth in Q1 FY25, with management guiding for $750M-$1B ARR by year-end and strong medium-term visibility.
Why Nebius Group Is One of the Top AI Stocks to Watch
Nebius Group NASDAQ: NBIS has had its share of hurdles and headwinds, but is now well-positioned to advance its stock price. The primary hurdle was the divestiture of its Russian operations, which closed last year.
Is Nebius' $2B Capex Spend on AI Infra a Smart or a Risky Bet?
NBIS lifts 2025 capex to $2 billion to scale its AI infrastructure globally and unlock growth in high-demand markets.
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.
