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Nebius Group N.V.
NBISCommunication ServicesNASDAQNL
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Nebius is executing ahead of targets, with contracted power exceeding 3.5 GW and Q1 revenue up 684% YoY to $399M. Substantial de-risking is evident via $47B in committed contracts (Microsoft, Meta), $4.8B in prepayments, and a $2B NVIDIA equity investment. I am equal weight with a $220 PT; risk/reward is negatively skewed at $250, with a more compelling entry below $190, or 6.5x FY27E revenue.
The AI infrastructure company still has a bright future.
Nebius Group remains a buy, leveraging a transition from pure infrastructure to a full-stack, software-augmented AI platform. NBIS's diversified customer strategy—targeting 3–4 customers per GPU—drives pricing power, utilisation, and structural advantage across the AI stack. Q1 2026 saw explosive 684% revenue growth and improved operating leverage, though core profitability remains modest and capital intensity high.
BNP Paribas analyst Stefan Slowinski sees more upside in CoreWeave Inc (NASDAQ:CRWV) than Nebius Group NV (NASDAQ:NBIS), assigning CoreWeave a $192 price forecast while rating Nebius Neutral with a $255 forecast.
CoreWeave offers superior near-term revenue visibility and execution certainty versus Nebius, supporting a Buy rating on CRWV and a Sell/hedge on NBIS. Both NBIS and CRWV now trade at similar growth-adjusted valuations, but CRWV's backlog and contracted revenue provide greater downside protection through 2027. NBIS's recent rally has closed its historical valuation gap, while CRWV's muted price action and sold-out 2026 capacity make it the preferred exposure amid macro uncertainty.
Nebius' growth projections place it on a different level.
The AI build-out continues to pick up steam.
Nvidia hasn't had the strongest 2026 so far.
During the first quarter of 2026, the largest portfolio sector weightings were Health Care and Industrials. RBC Bearings Incorporated, Cognex Corporation and Nebius Group were among the top contributors to performance. Repligen Corporation, Agilysys, Inc., and GeneDx Holdings Corp. were among the top detractors from performance.
NBIS is boosting its AI cloud platform with Tavily, Eigen AI and Clarifai acquisitions, adding inference and agentic search capabilities.
Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a "neo cloud" by providing both Colossus-1 and Colossus-2 data centers to Anthropic's Claude, which has been "severely compute constrained throughout the year." The... Elon Musk's New Role: Why SpaceX Just Became a 'Neo Cloud' for Anthropic
Nebius Group N.V. (NBIS) Presents at Bank of America 2026 Global Technology Conference Transcript
Each of these companies is aiming to play a crucial role in the AI build-out.
Q1 revenue surged 684% year-over-year to $399 million as demand exceeded supply and capacity remained fully booked. Jensen Huang's public Computex endorsement significantly strengthened Nebius' credibility, accelerating its transition from a speculative AI play to a strategic infrastructure provider. Short interest remains elevated at approximately 21% of float, or 45+ million shares, creating potential future buying pressure if execution and AI demand remain strong.
The data center operator's stock has skyrocketed as investors have flocked to companies connected to the artificial intelligence boom.
Nebius may have found a way around AI's next big bottleneck, but investors still need to weigh power, valuation, funding, and execution risk.
Nebius' phenomenal growth potential suggests the stock is well positioned for solid upside despite terrific gains over the past year.
The artificial intelligence (AI) infrastructure developer is respected by tech leaders and investors alike.
This company has a massive AI growth story, but with the stock trading near it's all-time highs, investors need to decide whether the upside justifies the execution risk.
Ex-OpenAI researcher Leopold Aschenbrenner just bought 12.4 million shares of Nebius stock.
Nvidia, Nebius, and Meta Platforms all look primed to rise in June.
Nebius Group has delivered a 1,000% gain off early 2025 lows, fueled by aggressive AI data center expansion. The AI data center company is on track to exceed 4 GW contracted power by year-end, implying a potential $36 billion ARR, far surpassing initial targets. The company increased capex plans to $20 to $25 billion, suggesting future capital raises could dampen the stock rally.
Nebius could become one of the biggest long-term winners in the current disciplined phase of AI infrastructure spending.
NBIS boosts 2026 capex to $20-$25B as AI capacity sells out, citing 2027 demand commitments and multiple funding options.
Leopold Aschenbrenner disclosed a 5.6% stake after Microsoft, Meta, and Nvidia validated Nebius operationally and financially. Q1 revenue surged 684% YoY to $399 million, while Nebius AI EBITDA margins expanded sharply to 45%. Management projects annualized ARR reaching $7 billion to $9 billion despite current ARR sitting near $1.9 billion.
Nebius benefits from sold-out AI compute capacity and rising GPU rental prices, creating a powerful revenue tailwind supported by strong customer demand signals. Management has raised 2026 capex to expand data centers and GPUs, with signed hyperscaler commitments supporting near-term revenue realization and limiting execution risk. NBIS faces a funding gap for its ambitious capex plans, but large, marquee customer contracts and Nvidia's financial backing should support access to debt and equity financing.
AMSTERDAM--(BUSINESS WIRE)--Nebius (NASDAQ: NBIS), the AI cloud company, today announced that Roman Chernin, co-founder and Chief Business Officer, will take part in a fireside chat at the BofA Securities 2026 Global Technology conference. The session is scheduled for June 3 at 1:20 p.m. (PDT) / 4:20 p.m. (EDT) / 10:20 p.m. (CEST). The registration link to the live webcast will be available on the company's investor relations website at https://nebius.com/investor-hub. About Nebius Nebius, the.
The parabolic move in Nebius stock continued today. Is it too late to jump aboard?
Nebius Group (NBIS) jumped nearly 7% on Thursday morning after Situational Awareness LP, the artificial intelligence-focused hedge fund run by former OpenAI res
Technologists and researchers increasingly lead Wall Street's AI infrastructure investing boom.
Nebius Group NV (NASDAQ:NBIS) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.
Shares of Nebius Group (NBIS) climbed sharply on Thursday after a fund run by former OpenAI employee Leopold Aschenbrenner disclosed a sizable stake in the AI infrastructure company. The disclosure added fresh momentum to one of the year's strongest-performing “neocloud” stocks.
Nebius Group N.V. earns a Strong Buy rating, driven by explosive AI compute demand and transformative power infrastructure partnerships. NBIS posted 684% revenue growth to $399M and expanded gross margins to 74%, confirming robust economics as hyperscale capacity comes online. The Bloom Energy deal accelerates data center power delivery, potentially unlocking $4B in recurring revenue and supporting a $7–9B ARR target by 2026.
Leopold Aschenbrenner, known as one of the youngest billionaires and a former member of the OpenAI research team, has just disclosed one of his largest stock positions yet.
Nebius is a post-restructuring pure-play AI infrastructure company, rapidly scaling revenue and capacity with disciplined execution. Q1 2026 revenue surged 684% to $339M, EBITDA turned positive, and net income reached $621.2M, demonstrating operational leverage. Major strategic wins include a $27B, five-year Meta agreement and acquisitions advancing NBIS up the AI workload stack.
The data center operator is benefiting from the exceptional boom in technology investment.
Nebius stock was rising on the disclosure of a significant investment in the neocloud by a prominent artificial-intelligence bull.
Nebius Group N.V. (NASDAQ:NBIS) shares are rising in extended trading on Wednesday after Situational Awareness reported a 5.6% stake in the neocloud company.
Nebius Group (NBIS) remains a Buy, with a $400/share target within two years based on robust execution and AI-driven demand. Q1 2026 revenues surged 684% YoY to $399M, with adjusted EBITDA margin expanding to 32.45% and core AI cloud margins doubling QoQ to ~45%. ARR reached $1.92B (+674% YoY), with strong customer demand and capacity already largely contracted, supporting sustained above-consensus growth.
Is the red-hot AI stock poised to keep surging?
I am rating Nebius a Strong Buy because it is now converting AI infrastructure demand into real revenue, ARR, and adjusted EBITDA. Nebius is not just being carried by the AI trade. It is being supported by GPU capacity, power access, the META demand, the NVIDIA validation, and strong AI cloud margins. My growth drivers are the core AI cloud capacity ramp, META and other hyperscaler contracts, power-enabled data center expansion, and inference software attach.
Nebius Group stock price has soared this year and is now hovering near its all-time high. NBIS was trading at $214 after soaring by 192% from its lowest point in February.
Bloom Energy Corp (NYSE:BE) shares are trading higher during Tuesday's pre-market session as traders continue to lean into AI data center demand themes tied to Bloom's fuel-cell deployments.
Nebius: Consider The Unit Economics And You'd Be As Bullish As I Am Too
There is still plenty of upside in the AI sector despite a recent run-up.
Nebius and Super Micro are racing to dominate AI infrastructure as hyperscaler demand, cloud expansion and data center growth reshape the market.
For the past two years, the AI race has been defined by one question: who can get enough Nvidia Corp. (NASDAQ:NVDA) chips? According to IREN Ltd.
CRWV's AI buildout is driving revenue and backlog growth, but rising infrastructure costs and debt are pressuring margins.
The SpaceX NASDAQ: SPCX IPO is dominating headlines, but Luke Lango of InvestorPlace says investors are looking at this story through too narrow a lens. The real trade isn't just one rocket company going public, it's a decades-long convergence of four separate business ventures into one AI-driven empire, and the stocks riding that wave are already starting to move.
Nebius is well positioned to benefit from the AI infrastructure boom, and its stock has soared this year.
Nebius Group is upgraded to Strong Buy with a new price target of $256.91, reflecting 20% upside and robust earnings growth. Q1 2026 revenues surged 684% year-over-year to $399 million, with Cloud AI revenues up 841% and EBITDA margins rising to 32.5%. Guidance for 2026 includes $3–$3.4 billion in revenues, 40% margins, and increased capital expenditures of $20–$25 billion, driven by hyperscaler contracts.
The AI build-out is still just getting started, and these companies are positioned to capitalize.
Nebius is a very strong story driven by rapid execution across capacity, product, customer demand, and capital aspects. Nebius' strategic partnership with Nvidia and its Meta and Microsoft contracts underpin several of its key initiatives. Annualized AI business revenue has surged to $1.9 billion, with ARR up 684% year-over-year and operating cash flow at $2.3 billion.
Bloom Energy Corp (NYSE:BE) shares are trading higher on Friday as traders continue to digest a partnership announcement tied to AI data-center power demand. Here's what investors need to know.
Innovative energy systems will help to power the company's AI data centers.
Nebius Group (NBIS), CoreWeave (CRWV) and IREN Limited (IREN) rose on Thursday after Nvidia (NVDA) said rental prices for H100 GPUs continued climbing, undersco
NBIS teams up with Bloom Energy to power its AI cloud with modular fuel cells, with the first 328 MW set to go live this year, replacing gas turbines.
Nebius grew revenue 684% year over year to $399 million while AI cloud EBITDA margins surged to 45%. Nvidia's $2 billion strategic investment positioned Nebius as a preferred AI infrastructure partner during ongoing GPU supply shortages. Bloom Energy's 328 MW agreement potentially unlocks $3.3-4.9 billion annual AI infrastructure revenue opportunities for Nebius.
Neocloud companies are reporting some of the best financial results this year as the artificial intelligence boom accelerates. Despite this, Wall Street traders are betting against some of the top names in the industry, like CoreWeave, Nebius, and IREN.
Nebius Group is turning to fuel-cell maker Bloom Energy for ‘behind-the-meter' power at its data centers.
