Nebius Group N.V. (NBIS)
Nebius: A Steal After AI Meltdown - Rating Upgrade To Buy
The much-needed meltdown is finally here, as the Q3'25 earnings season brings forth valuation fears and the popping of the AI bubble across the value chain. Nebius' ability to monetize the AI boom is observed in the growing cloud backlog/ARR, the expanding power capacity, and the cloud segment's positive adj. EBITDA margins. Readers must not forget Avride's robust robotaxi monetization opportunity from the end of 2025 onwards, thanks to the expanded Uber partnership.
Nebius Shares Fall Post Q3 Earnings: Should Investors Hold or Sell?
NBIS sinks on wider losses and a tightened revenue outlook, raising fresh questions about its breakneck AI infrastructure expansion.
Nebius Group: Buy The Emerging Power Of The AI Cloud
Nebius Group's Q3 2025 revenue reached $146 million, up 355% year over year, with 90% coming from the core infrastructure segment. NBIS signed major agreements with Microsoft ($17–19B) and Meta ($3B), reinforcing credibility among top global tech firms. Expanding capacity from 1 to 2.5 gigawatts by 2026, supported by a $5 billion investment and a balanced financing plan.
Nebius Q3: There's No AI Bubble
Nebius delivered exceptional Q3 results, with 355% YoY revenue growth and strong guidance for $7-$9 billion ARR by the end of 2026. Despite a slight revenue miss and dilution risk from a share offering, NBIS is undervalued, trading below $100 after a sector pullback. NBIS stands out with its integrated AI stack, enterprise-grade Aether platform, and Token Factory, securing major deals with OpenAI and Meta.
Nebius Stock Keeps Falling. Here's Why You Should Be a Buyer
Nebius Group ( NASDAQ:NBIS ) was pulled out of obscurity earlier this year when Nvidia ( NASDAQ:NVDA ) revealed its hidden investment portfolio had taken a stake in the AI data center stock.
Nebius: Extraordinary Growth, Extraordinary Valuation
Nebius is rapidly expanding its AI infrastructure, securing major deals with Meta and Microsoft, and launching innovative cloud platforms. NBIS's asset-heavy, capital-intensive model requires disciplined execution, but management's strategic CapEx approach mitigates overspending risks. Despite mixed Q3 results and high valuation multiples, NBIS demonstrates strong revenue growth, narrowing losses, and prudent financial management.
Nebius: Sold-Out Data Centers And $20B Potential Revenue
Nebius is rated a buy, driven by robust demand for AI infrastructure, major hyperscaler contracts, and strategic capacity expansion. NBIS's Q3'25 results highlight sold-out data center capacity, strong ARR momentum, and partnerships with Microsoft and Meta fueling future revenue growth. A disciplined CAPEX and financing strategy positions NBIS to scale efficiently, balancing growth and profitability while mitigating overbuilding risks.
Nebius' Q3 Loss Widens Y/Y, Revenues Rise on AI Demand, Stock Down
NBIS' revenue soars 355% on AI cloud strength, even as losses deepen and it unveils a $3B Meta deal.
Nebius Group N.V. (NBIS) Q3 2025 Earnings Call Transcript
Nebius Group N.V. ( NBIS ) Q3 2025 Earnings Call November 11, 2025 8:00 AM EST Company Participants Neil Doshi - VP & Head of Investor Relations Arkady Volozh - Founder, CEO & Non-Independent Executive Director Dado Alonso - Chief Financial Officer Marc Boroditsky - Chief Revenue Officer Andrey Korolenko - Chief Product & Infrastructure Officer Tom Blackwell - Chief Communications Officer Roman Chernin - Chief Business Officer Presentation Neil Doshi VP & Head of Investor Relations Thank you, and welcome to Nebius Group's Third Quarter 2025 Earnings Conference Call.
Nebius inks $3B AI infrastructure deal with Meta Platforms
Nebius Group NV (NASDAQ: NBIS) on Tuesday announced an agreement to deliver artificial intelligence (AI) compute infrastructure to Meta Platforms Inc (NASDAQ:META, ETR:FB2A, SIX:FB), valued at about $3 billion over five years. In September, Nebius signed a similar $19.4 billion deal with Microsoft.
AI Champion Nebius: Explosive Growth At Significant Cost
Nebius Group N.V. (NBIS) is rated a buy, driven by explosive revenue growth and a strong position in AI infrastructure. NBIS reported Q3 revenue of $146.1 million, up 355% year-over-year, with annual recurring revenue guidance raised to $7-$9 billion by 2026. Despite heavy net losses and ongoing cash burn, EBITDA margins are improving as expenses decline as a percentage of revenue.
Nebius to Report Q3 Earnings: How to Approach the Stock Now?
NBIS' surging AI cloud demand and $17.4B Microsoft deal boost momentum, but high capex and competition cloud near-term outlook.
