Nebius Group N.V. (NBIS)
NASDAQ (NGS) NASDAQ (NGS) Primary 
Amsterdam-based AI firm Nebius to build 240MW data centre near Lille, France
Nebius , the Amsterdam-based AI cloud services firm, is planning a new 240-megawatt data centre in Béthune, France, near Lille, that will be one of Europe's largest when it is finished, the company said on Thursday.
Nebius to Report Q4 Earnings: How to Approach the Stock Now?
NBIS heads into Q4 earnings with analysts revising estimates higher as AI cloud expansion, new platforms and major contracts support revenue growth.
The NBIS Stock Surge: Momentum Or Mania?
Nebius stock (NBIS) jumped over 16% on Friday, February 6, increasing its trailing twelve-month return to an impressive 110%. This recent surge is driven by five main catalysts: Microsoft secured $19.4 billion over five years.
Nebius: This Correction Looks Overdone Ahead Of Q4 (Earnings Preview)
Nebius Group (NBIS) offers a compelling 44%+ upside ahead of Q4 earnings, supported by strong capacity ramp and management guidance. NBIS's valuation at under 2.8x forward P/S is attractive relative to peers, especially given its rapid growth trajectory and lower debt profile. The key catalyst is management's confirmation of capacity expansion and order conversion, not headline earnings, driving narrative and price action.
Nebius Earnings Preview: Growth Now, Rubin Expansion Ahead
With earnings due on February 12th, Nebius is expected to post explosive revenue growth in 4Q25 and FY25, while near-term profitability remains under pressure as the company continues to invest heavily in AI infrastructure and expand its product portfolio. NBIS is set to commercialize Nvidia's Vera Rubin NVL72, positioning itself among the first cloud providers to offer this next-gen AI infrastructure. NBIS aims to differentiate through benchmark-validated, regionally deployed AI infrastructure, addressing regulatory and latency concerns for enterprise customers.
Nebius: The Q4 Results Should Trigger A Rally (Earnings Preview)
Nebius Group N.V. remains a high-conviction Buy ahead of Q4 earnings, with operational updates likely to drive price action. NBIS's revenue guidance for FY2025 is now $500-550 million, with execution on new capacity in Finland, New Jersey, and London key to upside. Recent facility launches, particularly London, are underappreciated by consensus and may catalyze a positive Q4 surprise.
Nebius Is Past The Narrative Phase
2026 shifts Nebius from a vision-driven story to an execution-driven model, where revenue is determined by delivery speed, not new deal wins. Unlike CoreWeave-style models, Nebius prioritizes contracted, long-duration revenue, reducing utilization risk but increasing delivery precision requirements. As competitors face capital strain or refinancing risk, Nebius's net-cash balance sheet provides flexibility to scale through 2026.
Nebius Is My Number One Stock For 2026, But Not For The Reason You Think
Nebius is my top stock pick for 2026. It is positioned to benefit as AI commoditizes traditional SaaS, shifting value to scalable GPU infrastructure with durable demand. Analysts project NBIS revenue to exceed $14 billion by 2028, and I anticipate 30%+ run rate operating margins from there on out as scale drives profitability. I reiterate my Strong Buy rating, and see NBIS as undervalued at the current sales multiple, given its growth, margins, and strategic position in the next era of computing.
Did Nvidia's CEO Just Deliver the Ultimate Buy Signal for Nebius?
Nebius Group ( NASDAQ:NBIS ) is forecasting up to 1,600% revenue growth by the end of 2026, driven by surging demand for AI compute infrastructure.
Nebius: I Was All Wrong About AI Infrastructure Demand (Upgrade)
Nebius Group N.V. (NBIS) is upgraded to 'Buy' after massive validation wins and deepening Nvidia partnerships, which positions NBIS as a five-star AI infrastructure player. AI infrastructure demand is accelerating, with industry-wide bullishness and a forecasted doubling of AI-related investments in 2026. Valuation remains a significant risk, so I plan to initiate a small position with plans to add on sentiment-driven dips.
Nebius: When Betting The Farm Leads To A Surge
Nebius Group N.V. maintains a Buy rating, driven by explosive AI datacenter demand and a $20+ billion backlog anchored by Meta and Microsoft contracts. NBIS stock trades at a ~1,300% premium to sector P/S multiples, reflecting market conviction in its ability to scale revenue 12x–16x by 2026. Execution risk is high: NBIS burns ~$120M per quarter, plans $5B CapEx in 2025, and will likely require further debt or equity raises.
MoneyShow's Best Investment Ideas For 2026: Part 6
MoneyShow presents top investment ideas for 2026 from their contributors. This year's edition presents a mix of metals plays, financial stocks, deep value names, high-octane growth and tech stocks, and beaten-down REITs that offer solid income and turnaround potential. Part 6 of this series includes Nebius Group, Nvidia, ON Semiconductor, PayPal and Perpetua Resources.
