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NBIS logo

Nebius Group N.V. Stock Price

NasdaqGS:NBIS Community·US$56.6b Market Cap
  • 6 Narratives written by author
  • 3 Comments on narratives written by author
  • 727 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

NBIS Share Price Performance

US$199.54
133.82 (203.62%)
​
US$312.67
Fair Value
US$199.54
133.82 (203.62%)
36.2% undervalued intrinsic discount
US$312.67
Fair Value
Price US$199.54
AnalystConsensusTarget US$312.67
HedgeY US$45.62
AnalystHighTarget US$402.13
Thu, 13 Aug 26
Fair ValueUS$312.67
Share Pricen/a

NBIS Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$312.67 36.2% undervalued intrinsic discount

NBIS: Winning The $17.4B Microsoft Deal Will Drive Market Outperformance

7users have liked this narrative
1users have commented on this narrative
283users have followed this narrative
HE
HedgeY
HedgeY's
Fair Value
·
Fair Value US$45.62 337.4% overvalued intrinsic discount

Clear path to profitability

5users have liked this narrative
2users have commented on this narrative
86users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$402.13 50.4% undervalued intrinsic discount

Cloud And AI Expansion Will Fuel Digital Transformation Amid Uncertainties

3users have liked this narrative
0users have commented on this narrative
91users have followed this narrative
NBIS logo
Nebius Group
23.2% undervalued intrinsic discount
New

Prepare for Nebius Group's Revenue to Soar by 49.8%

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WO
Womble
Womble
Published 1 Sep
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NBIS logo
Nebius Group
28.7% undervalued intrinsic discount

Excellent Growth, But Valuation Tells Us A Different Story.

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FU
FundamentalFlow
Emerging Author
FundamentalFlow
Published 18 Aug
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NBIS logo
Nebius Group
337.4% overvalued intrinsic discount

Clear path to profitability

View narrative
HE
HedgeY
Emerging Author
HedgeY
Published 14 Feb 2025
Read Narrative
NBIS logo
Nebius Group
36.2% undervalued intrinsic discount

NBIS: Winning The $17.4B Microsoft Deal Will Drive Market Outperformance

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 13 Aug
Read Narrative
NBIS logo
Nebius Group
50.4% undervalued intrinsic discount

Cloud And AI Expansion Will Fuel Digital Transformation Amid Uncertainties

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 30 Jul
Read Narrative
NBIS logo
Nebius Group
66.3% overvalued intrinsic discount

Rising Capital Expenditures And Regulatory Costs Will Erode Margins

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 17 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

WO
Womble
NBIS logo

Prepare for Nebius Group's Revenue to Soar by 49.8%

Fair Value: US$259.97 23.2% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
FU
FundamentalFlow
NBIS logo

Excellent Growth, But Valuation Tells Us A Different Story.

Fair Value: US$280 28.7% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
HE
HedgeY
NBIS logo

Clear path to profitability

Fair Value: US$45.62 337.4% overvalued intrinsic discount
86 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

High growth potential with slight risk.

4 Risks
1 Reward
View Full Analysis

Nebius Group N.V. Key Details

US$1.4b

Revenue

US$348.8m

Cost of Revenue

US$1.0b

Gross Profit

US$963.9m

Other Expenses

US$42.4m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.15
74.26%
3.13%
82.9%
View Full Analysis

About NBIS

Founded
1989
Employees
1543
CEO
Arkady Volozh
WebsiteView website
nebius.com

Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally. It offers Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. The company also provides 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. It has a strategic alliance with NVIDIA Corporation to support the expansion of the company’s AI cloud infrastructure. The company was formerly known as Yandex N.V. and changed its name to Nebius Group N.V. in August 2024. Nebius Group N.V. was founded in 1989 and is based in Schiphol, the Netherlands.

Recent NBIS News & Updates

Seeking Alpha • Aug 31

Nebius Stock Deserves A Pause After Rally (Rating Downgrade)

Summary I downgrade Nebius Group to Hold after a ~120% rally surpassing my 12/16-month price projection. NBIS executed ahead of guidance, but current valuation reflects high optimism and assumes continued execution excellence. Demand remains strong, with resilient rental GPU prices, yet potential bumps ahead may not be fully priced in. Trading at a 172% forward sales premium over CoreWeave, Nebius appears fully priced. I expect NBIS to enter a consolidation phase over the next 6-12 months to absorb overlooked risks. Read the full article on Seeking Alpha

Recent updates

No updates

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