Nebius Group N.V.

NasdaqGS:NBIS Lagerbericht

Marktkapitalisierung: US$57.8b

Nebius Group Ausschüttungen und Rückkäufe

Zukünftiges Wachstum Kriterienprüfungen 0/6

Nebius Group hat in der Vergangenheit keine Dividende gezahlt.

Wichtige Informationen

n/a

Dividendenausschüttung

-2.2%

Rückkaufsrendite

Gesamte Aktionärsrendite-2.2%
Zukünftige Dividendenrendite0%
Wachstum der Dividenden/a
Nächster Dividendenzahlungsterminn/a
Ex-Dividendendatumn/a
Dividende pro Aktien/a
Ausschüttungsquoten/a

Jüngste Updates zu Dividenden und Rückkäufen

Keine Aktualisierungen

Recent updates

Seeking Alpha Aug 03

Nebius: Too Cheap To Ignore

Summary Nebius is poised for expansion, with potential data center deployment in India signaling increased growth beyond its current North America, Europe, and Israel footprint. Recent job postings in India suggest Nebius may exceed its current 2030 guidance of 5 GW, possibly reaching over 7 GW in capacity. Nvidia’s 9.3% stake in Nebius enhances technology access and customer security, though the stake is tied to warrants from March and cannot be sold before September 2026. Despite shifting to a net debt position in Q2, Nebius’s asset-backed financing and strong contract backlog ($40B from MSFT and META) support ongoing capital-intensive growth. Read the full article on Seeking Alpha
Narrative-Update Jul 30

NBIS: Nvidia Stake And Asset Light Model Will Drive AI Capacity

Analysts have lifted the Nebius Group fair value estimate from $373.47 to $402.13, citing recent price target increases that highlight its position as a full-stack AI infrastructure provider, as well as the perceived strength of its software stack and non-dilutive financing approach. Analyst Commentary Recent research on Nebius Group has grown more constructive, with several bullish analysts lifting price targets and upgrades pointing to confidence in the company’s role as a full-stack AI infrastructure provider.
Narrative-Update Jul 15

NBIS: Meta Megadeal And Nvidia Backing Will Drive AI Compute Capacity

Nebius Group's analyst fair value estimate has been lifted from $291 to about $373, with analysts pointing to updated assumptions around revenue growth, profit margins, and future P/E multiples in light of recent research that emphasizes strengthening compute demand and a more integral software stack across the neocloud peer group. Analyst Commentary Recent Street research around Nebius Group gives you a clearer picture of how professional investors are thinking about the stock, particularly after the latest lift in the fair value estimate.
Narrative-Update Jul 01

NBIS: Meta Cloud Ambitions Will Challenge Future Neocloud Premium Multiple

The Nebius Group analyst price target has been nudged higher to $245.43 from $238.86. Analysts point to ongoing interest in AI-focused neocloud providers and recent Street research that highlights firm demand for compute capacity and a more capable software stack, even as competitive headlines from larger platforms remain in focus.
Narrative-Update Jun 17

NBIS: Contracted AI Megadeals And Heavy Spending Will Pressure Future Returns

Nebius Group's analyst fair value estimate has been lifted from $85.00 to $120.00, as analysts point to higher price targets driven by stronger compute demand, a more valuable software stack, and recent quarters that they describe as clean with solid demand signals. Analyst Commentary Recent research on Nebius Group highlights a mix of enthusiasm around the business model and growing compute demand, alongside a more restrained view on how much upside the current Nebius stock valuation offers in the near term.
Narrative-Update Jun 03

NBIS: Meta AI Deals And Power Buildout Will Drive Measured Future Upside

Nebius Group's analyst price target has been lifted from $165.85 to $238.86, supported by recent research citing strong Q1 execution, rising contracted power, and higher GPU driven demand, even as some analysts highlight a rich valuation and move to Neutral stances. Analyst Commentary Recent research on Nebius Group presents a mixed picture, with bullish analysts highlighting contract wins, AI exposure, and power capacity growth, while more cautious voices point to valuation and execution risks.
Narrative-Update May 15

NBIS: Meta AI Megadeal And Nvidia Backing Will Support Future Capacity

Analysts have increased the Nebius Group fair value estimate from $270.06 to $291.00, citing recent price target revisions across the Street that are tied to stronger demand signals, higher GPU pricing, and improved profitability expectations. Analyst Commentary Recent research points to a cluster of higher valuation targets on Nebius Group, with bullish analysts largely tying their revisions to stronger demand signals, higher GPU pricing, large contract wins, and improving profitability metrics.
Narrative-Update Apr 30

NBIS: Contract Concentration And Rising Debt Load Will Pressure Future Returns

The analyst fair value estimate for Nebius Group has been raised from $70 to $85. Analysts cite updated revenue growth assumptions, a slightly lower discount rate, broadly similar margin expectations, and a lower future P/E multiple to justify the new price target.
Narrative-Update Apr 16

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.
Narrative-Update Apr 01

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.
Narrative-Update Mar 18

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.
Narrative-Update Mar 04

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.
Narrative-Update Feb 17

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.
Narrative-Update Feb 03

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.
Narrative-Update Jan 20

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.
Narrative-Update Jan 06

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.
Narrative-Update Dec 13

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.
Narrative-Update Nov 29

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.
Narrative-Update Nov 15

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.
Narrative-Update Nov 01

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.
Narrative-Update Oct 17

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.
Narrative-Update Oct 03

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.
Narrative-Update Sep 10

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.
Narrative-Update Aug 18

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.
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Neues Narrative Aug 10

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.
Seeking Alpha Apr 29

H100 Renting Prices Will Drop, Fast - Reiterating Sell On Nebius

Summary Nebius Group N.V. stock is up +13% over the past five days, and we think investor confidence in misplaced as we see H100 rental price declining and pressuring ROI. We think Nebius is better positioned from the neocloud bunch but don't think it is immune to the price pressure and competition from hyperscalers. NBIS stock is also expensive at current levels with an EV/Sales of 6.04x versus a group average of 2.54x. We think Nebius stock has a higher risk profile into 2H25 and hence reiterate sell. Read the full article on Seeking Alpha

Stabilität und Wachstum des Zahlungsverkehrs

Rufe Dividendendaten ab

Stabile Dividende: Es liegen keine ausreichenden Daten vor, um festzustellen, ob die Dividende je Aktie von NBIS in der Vergangenheit stabil war.

Wachsende Dividende: Unzureichende Daten, um festzustellen, ob die Dividendenzahlungen von NBIS gestiegen sind.


Dividendenrendite im Vergleich zum Markt

Nebius Group Dividendenrendite im Vergleich zum Markt
Wie sieht die Dividendenrendite von NBIS im Vergleich zum Markt aus?
SegmentDividendenrendite
Unternehmen (NBIS)n/a
Untere 25 % des Marktes (US)1.3%
Markt Top 25 % (US)4.0%
Branchendurchschnitt (Software)0.8%
Analystenprognose (NBIS) (bis zu 3 Jahre)0%

Bemerkenswerte Dividende: Es ist nicht möglich, die Dividendenrendite von NBIS im Vergleich zu den unteren 25 % der Dividendenzahler zu bewerten, da das Unternehmen keine aktuellen Ausschüttungen gemeldet hat.

Hohe Dividende: Es ist nicht möglich, die Dividendenrendite von NBIS im Vergleich zu den besten 25 % der Dividendenzahler zu bewerten, da das Unternehmen keine aktuellen Ausschüttungen gemeldet hat.


Gewinnausschüttung an die Aktionäre

Abdeckung der Erträge: Unzureichende Daten zur Berechnung der Ausschüttungsquote von NBIS, um festzustellen, ob die Dividendenzahlungen durch die Gewinne gedeckt sind.


Barausschüttung an die Aktionäre

Cashflow-Deckung: Es ist nicht möglich, die Nachhaltigkeit der Dividende zu berechnen, da NBIS keine Ausschüttungen gemeldet hat.


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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/08/05 03:56
Aktienkurs zum Tagesende2026/08/05 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Nebius Group N.V. wird von 33 Analysten beobachtet. 19 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Andrew Charles BealeArete Research Services LLP
Robert OliverBaird
Boris VilidnitskyBarclays