Nebius Group (NBIS) Stock Overview
A technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 2/6 |
| Past Performance | 1/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
NBIS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$45.62
FV
203.0% overvalued intrinsic discount17.00%
Revenue growth p.a.
1.2k
users have viewed this narrative5users have liked this narrative
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JO
Jolt_Communications
Community ContributorUS$6.85FV • 67.0% undervalued intrinsic discount
73.0%Revenue growth p.a.
3.1k
7
0
70
Nebius Group N.V. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$138.23 |
| 52 Week High | US$168.71 |
| 52 Week Low | US$23.25 |
| Beta | 1.06 |
| 1 Month Change | 33.22% |
| 3 Month Change | 62.26% |
| 1 Year Change | 477.76% |
| 3 Year Change | n/a |
| 5 Year Change | 112.89% |
| Change since IPO | 255.90% |
Recent News & Updates
Nebius: The Neocloud Window Is Temporary
Apr 28
NBIS: Meta AI Contracts And Nvidia Partnership Will Support Future Capacity Expansion
The Nebius Group analyst price target has been reset modestly lower, with fair value now at $270.06. Analysts are adjusting their models for updated growth, profitability and P/E assumptions following a mix of recent target hikes and downgrades across the Street.
NBIS: Meta AI Contract Will Drive Long Term Capacity Expansion
Analysts lifted the Nebius Group price target to about $166 from roughly $159, citing updated forecasts for higher profit margins and a lower future P/E multiple supported by recent long term AI infrastructure contracts with large customers such as Meta and Microsoft. Analyst Commentary Street research on Nebius Group has been active, with several firms updating views and targets following new AI infrastructure contracts and recent earnings.Recent updates
Nebius: The Neocloud Window Is Temporary
Apr 28NBIS: Meta AI Contracts And Nvidia Partnership Will Support Future Capacity Expansion
The Nebius Group analyst price target has been reset modestly lower, with fair value now at $270.06. Analysts are adjusting their models for updated growth, profitability and P/E assumptions following a mix of recent target hikes and downgrades across the Street.NBIS: Meta AI Contract Will Drive Long Term Capacity Expansion
Analysts lifted the Nebius Group price target to about $166 from roughly $159, citing updated forecasts for higher profit margins and a lower future P/E multiple supported by recent long term AI infrastructure contracts with large customers such as Meta and Microsoft. Analyst Commentary Street research on Nebius Group has been active, with several firms updating views and targets following new AI infrastructure contracts and recent earnings.NBIS: Meta AI Infrastructure Contracts Will Support Future Capacity Expansion
The analyst price target for Nebius Group has increased to $278.70, with analysts citing large new AI infrastructure contracts with Meta and ongoing Buy initiations as key reasons for the reassessment. Analyst Commentary Bullish analysts are framing Nebius as a key AI infrastructure player, with recent research tying higher price targets to large, long-term cloud and AI contracts as well as expanding analyst coverage.
Nebius Group NV (NBIS): The AI Infrastructure Pivot and the Meta Super-Contract
Nebius Group (NBIS) concluded the March 16, 2026, trading session at $129.85 USD on the NASDAQ, surging 14.96% in a historic breakout session. Since my last update on March 1st, the stock has transformed from a speculative "de-SPAC" recovery play into a central pillar of the global AI supply chain.
NBIS: Debt Funding And Contract Concentration Will Pressure Future Share Price
Analysts have raised their Nebius Group price targets, including one increase to $232 from $211, citing higher long term revenue assumptions and a lower future P/E multiple, while fair value in this model remains at $70. Analyst Commentary Recent research coverage on Nebius Group has centered on its positioning as a full stack AI infrastructure provider, its relationship with large cloud customers, and how these factors align with current valuation expectations.NBIS: Microsoft Contract And 2.5GW Power Sourcing Will Support Future Capacity
Analysts have kept their Nebius Group price target steady at $211, but are now using slightly higher discount rates and a richer future P/E of about 34x. This reflects a mix of bullish views on the Microsoft contract, cautious revenue and margin assumptions, and a wide range of initial ratings from neutral to top pick calls.NBIS: Long Term AI Power Contracts Will Support Future Capacity Utilization
Analysts kept their Nebius Group price target steady at US$211 while modestly adjusting assumptions around the discount rate, growth, margins, and future P/E to reflect recent initiation coverage, data center reliability metrics, and the long-term Microsoft contract backdrop. Analyst Commentary Bullish analysts have framed Nebius Group as a specialized power and data center provider tied closely to artificial intelligence and high performance compute, with coverage initiations and target adjustments centering on contracted demand, reliability metrics, and long-term visibility from major customer agreements.NBIS: Long Term Power Contracts And Capacity Buildout Will Support AI Demand
Analysts kept their Nebius Group price target at US$211, citing updated assumptions for slightly lower discount rates, modestly higher revenue growth and profit margins, and a marginally lower future P/E that together support the existing valuation framework. Analyst Commentary Recent research on Nebius Group has leaned constructive, with several bullish analysts highlighting the company’s positioning in high performance compute and artificial intelligence infrastructure, as well as the support from large customer contracts.NBIS: Power Capacity Expansion Will Support Future AI Infrastructure Demand
Analysts have raised their fair value estimate for Nebius Group from $130.00 to $211.00, citing new Outperform initiations, higher Street price targets, and growing confidence in the company’s role in supplying power and capacity for high performance compute and AI demand. Analyst Commentary Recent research coverage points to a constructive view on Nebius Group, with several bullish analysts highlighting the company’s position in supplying power and capacity for high performance compute and AI related workloads.NBIS: AI Power Demand May Not Justify Elevated Share Price
Nebius Group's analyst price target has been modestly reduced to $170 from $175 as analysts factor in a slightly higher discount rate and a slimmer margin outlook, even as they highlight accelerating AI-driven revenue growth, expanding contracted power capacity, and continued Outperform ratings across the Street. Analyst Commentary Street research remains broadly constructive on Nebius Group, with multiple firms reiterating or initiating Outperform ratings and, in some cases, lifting price targets alongside rising power capacity expectations and AI related demand.NBIS: Multi-Billion Dollar Microsoft Deal Will Accelerate Capacity Expansion
Nebius Group's analyst price target has been revised downward from $166 to approximately $159. Analysts cite improving revenue growth and profit margins, but also note a moderation in longer-term earnings multiples, which tempers immediate upside expectations.NBIS: Strong Multi-Billion Dollar Contracts Will Drive Capacity Demand Higher
Nebius Group's fair value estimate rose from $156 million to $166 million after analysts raised their price targets. They cited strong demand for capacity, recent large-scale contracts, and improving profitability metrics.NBIS: Winning The $17.4B Microsoft Deal Will Drive Market Outperformance
The analyst price target for Nebius Group has seen a substantial increase, with targets now ranging from $125 to $206 following the recent $17.4B Microsoft contract. Analysts cite enhanced revenue prospects and stronger valuation upside driven by the scale of the deal and favorable industry positioning.Overvaluation Will Crumble Under Intensifying Regulatory And Cost Pressures
Nebius Group’s analyst fair value target was increased from $153 to $156.40 per share. Analysts cited substantial new multi-billion dollar contracts and a strengthened growth outlook following the company’s major deal with Microsoft.Overvaluation Will Crumble Under Intensifying Regulatory And Cost Pressures
Nebius Group’s analyst price target has surged from $97.40 to $153.00 as analysts cite the transformative impact from major new contracts, rapid revenue growth expectations, and increased demand for data center capacity. Analyst Commentary Analyst response to Nebius Group’s recent developments has featured a blend of enthusiasm and caution, with substantial movements in their price targets and recommendations following the announcement of significant new contracts.Overvaluation Will Crumble Under Intensifying Regulatory And Cost Pressures
The consensus analyst price target for Nebius Group has increased to $97.40, reflecting bullish sentiment on the back of a transformative $19.4B hyperscaler contract with Microsoft, stronger-than-expected quarterly results, and accelerated ARR guidance, supporting upward revisions in revenue and growth assumptions. Analyst Commentary Bullish analysts highlight the transformative impact of Nebius securing a $19.4B five-year hyperscaler contract with Microsoft, which supports a significant upward revision in future revenue and growth assumptions.Overvaluation Will Crumble Under Intensifying Regulatory And Cost Pressures
Nebius Group’s consensus price target was raised to $89.40 as analysts cited strong Q2 revenue outperformance, increased management guidance, and a leading position in AI neo-cloud, driving robust growth expectations and improved risk/reward. Analyst Commentary Strong Q2 results with an "apples to apples" revenue beat of approximately $15M (~17%) driven by robust core business performance, even after excluding Toloka.Overvaluation Will Crumble Under Intensifying Regulatory And Cost Pressures
Intensifying competition, open-source adoption, and regulatory hurdles threaten Nebius Group's profitability, margin stability, and expansion prospects in key markets.H100 Renting Prices Will Drop, Fast - Reiterating Sell On Nebius
Apr 29Nebius: A Small Player With Big Potential In The AI Boom, Initiate With Buy
Apr 22Nebius Group: I Think Risks Outweigh Rewards Right Now
Apr 01Nebius Group: One Big Reason To Rethink The Buys (Rating Downgrade)
Mar 25Nebius: Small Fish In A Big Pond
Mar 16Nebius: Implications From CoreWeave's $35 Billion IPO
Mar 04Nebius Group: Q4 Not As Bad As It May Seem At First Glance
Feb 25Nebius Group: Ready To Storm New Peaks
Feb 17Nebius Group: The Hidden Gem Of AI Infrastructure
Feb 10What DeepSeek Means For Nebius And Other AI Data Center Providers
Jan 30Nebius Group: My Updates On Avride Valuation
Jan 24Nebius: Strong R&D And Technology Legacy Applied To New Growth Markets
Jan 16Nebius: Keeping Bullish View After The Recent Growth
Dec 13Nebius Group: Diamond In The AI Mania's Dust?
Dec 07Nebius Group: Well-Positioned To Be An AI Megatrend Winner
Nov 13Nebius Group: More Growth Ahead
Nov 05Shareholder Returns
| NBIS | US Software | US Market | |
|---|---|---|---|
| 7D | -12.0% | -2.6% | 0.6% |
| 1Y | 477.8% | -9.8% | 28.7% |
Return vs Industry: NBIS exceeded the US Software industry which returned -9.8% over the past year.
Return vs Market: NBIS exceeded the US Market which returned 28.7% over the past year.
Price Volatility
| NBIS volatility | |
|---|---|
| NBIS Average Weekly Movement | 14.6% |
| Software Industry Average Movement | 10.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
Stable Share Price: NBIS's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: NBIS's weekly volatility (15%) has been stable over the past year, but is still higher than 75% of US stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1989 | 1,371 | Arkady Volozh | group.nebius.com |
Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel. The company offers Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. It also provides Toloka, a data partner for various stages of generative AI development; TripleTen, an edtech platform for re-skilling individuals for careers in technolgy; and Avride, which develops autonomous driving technology for self-driving cars and delivery robotics.
Nebius Group N.V. Fundamentals Summary
| NBIS fundamental statistics | |
|---|---|
| Market cap | US$35.72b |
| Earnings (TTM) | US$29.00m |
| Revenue (TTM) | US$529.80m |
1,206x
P/E Ratio66.0x
P/S RatioIs NBIS overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| NBIS income statement (TTM) | |
|---|---|
| Revenue | US$529.80m |
| Cost of Revenue | US$166.20m |
| Gross Profit | US$363.60m |
| Other Expenses | US$334.60m |
| Earnings | US$29.00m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.11 |
| Gross Margin | 68.63% |
| Net Profit Margin | 5.47% |
| Debt/Equity Ratio | 89.5% |
How did NBIS perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/30 04:01 |
| End of Day Share Price | 2026/04/30 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Nebius Group N.V. is covered by 31 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Boris Vilidnitsky | Barclays |
| Tal Liani | BofA Global Research |