NBIS Share Price Performance
US$255.04
186.58 (272.54%)
18.4% undervalued intrinsic discount
US$312.67
Fair Value
Price US$255.04
AnalystConsensusTarget US$312.67
HedgeY US$45.62
AnalystHighTarget US$402.13
Fair ValueUS$312.67
Share Pricen/a
Nebius Group N.V. Stock Price
- 4 Narratives written by author
- 3 Comments on narratives written by author
- 679 Fair Values set on narratives written by author
NBIS Community Narratives
AN
Fair Value
·Fair Value US$312.67 18.4% undervalued intrinsic discount
NBIS: Winning The $17.4B Microsoft Deal Will Drive Market Outperformance
8users have liked this narrative
1users have commented on this narrative
268users have followed this narrative
HE
Fair Value
·Fair Value US$45.62 459.1% overvalued intrinsic discount
Clear path to profitability
5users have liked this narrative
2users have commented on this narrative
79users have followed this narrative
AN
Fair Value
·Fair Value US$402.13 36.6% undervalued intrinsic discount
Cloud And AI Expansion Will Fuel Digital Transformation Amid Uncertainties
3users have liked this narrative
0users have commented on this narrative
85users have followed this narrative
Clear path to profitability
Nebius aims to be a cheaper, high-performance way for companies to run AI by building lots of new data centers and locking in preferred access to Nvidia chips. The upside comes from rapid demand for AI computing, while the big question is whether it can scale fast enough before larger cloud rivals catch up.Read more
NBIS: Winning The $17.4B Microsoft Deal Will Drive Market Outperformance
Nebius is racing to build the computing backbone for the AI boom, but it faces a crowded field where bigger rivals and open-source options can quickly squeeze prices. See why its expansion plans, partnerships, and funding could fuel growth—and why regulation, power costs, and brand awareness could still trip it up.Read more
AN
US$312.67
18.4% undervalued intrinsic discount
Fair Value
Revenue
181.88% p.a.
Profit Margin
7.91%
Future PE
57.25x
Price in 2029
US$400.22
Cloud And AI Expansion Will Fuel Digital Transformation Amid Uncertainties
Nebius is building the “picks and shovels” behind the AI boom: data centers and cloud tools designed to help companies run AI at scale, and it may be able to win big customers as demand jumps. The catch is it must spend heavily and expand across borders while facing pricing pressure, political rules, and financing risks that could derail profits.Read more
AN
US$402.13
36.6% undervalued intrinsic discount
Fair Value
Revenue
279.19% p.a.
Profit Margin
4.57%
Future PE
74.18x
Price in 2029
US$517.72
Rising Capital Expenditures And Regulatory Costs Will Erode Margins
Nebius Group is racing to build the heavy-duty computing that powers today’s AI boom, but that speed comes with big spending that could keep profits out of reach for a while. Tougher rules across countries, supply limits for key chips, and cut‑throat cloud pricing could make it harder to scale globally than many investors expect.Read more
AN
US$120
112.5% overvalued intrinsic discount
Fair Value
Revenue
179.17% p.a.
Profit Margin
11.87%
Future PE
21.27x
Price in 2029
US$153.69
Trending Discussion
No trending discussion available.
Recently Updated Narratives
HE
Clear path to profitability
Fair Value: US$45.62 459.1% overvalued intrinsic discount
79 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
NBIS: AI Cloud Contracts And Power Buildout Will Sustain Neocloud Premium Multiple
Fair Value: US$312.67 18.4% undervalued intrinsic discount
268 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
NBIS: Nvidia Stake And Asset Light Model Will Drive AI Capacity
Fair Value: US$402.13 36.6% undervalued intrinsic discount
85 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis
Nebius Group N.V. Key Details
About NBIS
- Founded
- 1989
- Employees
- 1543
- CEO
- WebsiteView website
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.
