Nebius Group Management
Management Kriterienprüfungen 1/4
Nebius Group CEO ist Arkady Volozh , ernannt in Aug 2024, hat eine Amtszeit von 2.08 Jahren. besitzt direkt 10.75% der Aktien des Unternehmens, im Wert von $6.59B . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 2.1 Jahre bzw. 2.1 Jahre.
Wichtige Informationen
Arkady Volozh
Geschäftsführender
n/a
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | n/a |
| Amtszeit als Geschäftsführer | 2.1yrs |
| Eigentum des Geschäftsführers | 10.8% |
| Durchschnittliche Amtszeit des Managements | 2.1yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 2.1yrs |
Jüngste Management Updates
Recent updates
Narrative-Update • Sep 17
NBIS: Massive 2030 Capex Needs And Funding Dependence Will Pressure Returns
Nebius Group’s analyst fair value estimate has been raised from $120.00 to about $146.67 as analysts factor in conservative 2027 ARR assumptions, recent target increases across several firms, and ongoing AI infrastructure buildout that supports higher modeled future P/E multiples. Analyst Commentary Street research on Nebius Group paints a mixed picture, with several firms lifting price targets and highlighting AI demand, while others point to execution risks, data center uncertainty, and valuation sensitivity.Seeking Alpha • Sep 15
Nebius: The Bear Thesis Is Getting Weaker
Summary Nebius, a leading AI-native cloud infrastructure company, is capitalizing on surging AI-driven demand for data center capacity and multi-year take-or-pay agreements. Despite GAAP unprofitability from aggressive investment, the bull thesis centers on future profitability as reinvestment slows and demand visibility extends to 2029. The customer base is shifting from unprofitable AI labs to cash-rich CSPs and enterprises, as evidenced by high-profile deals like Nebius-Palantir. CSPs like Microsoft are announcing massive expansions in data center capacity. Nebius is expected to capture a part of this capacity expansion through rental agreements. Demand visibility has improved from 18 to 24 months, with signals pointing toward sustained growth and expanded use cases for AI workloads. Read the full article on Seeking Alpha
Narrative-Update • Sep 03
NBIS: Explosive AI Cloud Contracts And Capacity Buildout Will Drive Future Upside
Analysts lifted their Nebius Group fair value estimate from $402.13 to $415.00, citing refreshed models that reflect higher Street price targets, slightly lower discount rate assumptions and revised expectations for growth, profitability and future P/E levels. Analyst Commentary Recent Street commentary on Nebius Group has leaned constructive, with several bullish analysts revisiting models after Q2 results, new financing milestones and progress at key infrastructure projects such as the Vineland data center.
Neues Narrative • Sep 01
Prepare for Nebius Group's Revenue to Soar by 49.8%
Investment thesis Nebius is an AI-infrastructure company building large-scale GPU clusters, cloud platforms and developer tools for the global AI market. Its investment case is based on the possibility that demand for AI computing remains strong and Nebius becomes a meaningful specialised provider rather than simply another capital-intensive data-centre operator.
Neues Narrative • Aug 18
Excellent Growth, But Valuation Tells Us A Different Story.
Nebius Group (NBIS) placed itself in the center of AI data center infrastructure bull run. If AWS is Walmart, Nebius is a boutique for the AI industry.
Narrative-Update • Aug 13
NBIS: AI Cloud Contracts And Power Buildout Will Sustain Neocloud Premium Multiple
Nebius Group's analyst price target has been updated to $312.67 from $245.43, with analysts pointing to stronger unit economics, higher modeled profitability, and a more supportive neocloud demand backdrop following recent Q2 research updates. Analyst Commentary Recent research updates on Nebius Group show a wide spread in price targets and a mix of enthusiasm and caution around execution, capital intensity, and competitive positioning in neocloud infrastructure and AI compute.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.Geschäftsführer
Arkady Volozh (62 yo)
2.1yrs
Amtszeit
Mr. Arkady Volozh is Non-Independent Executive Director of Nebius Group N.V. since August 2024 and serves as its Chief Executive Officer since August 2024 and is its Founder. Mr. Arkady Co-Founded Yandex N...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Founder | 2.1yrs | keine Daten | 10.75% $ 6.6b | |
| Chief Financial Officer | 1.3yrs | keine Daten | 0.0044% $ 2.7m | |
| COO & Non-Independent Executive Director | 2.3yrs | keine Daten | 0.15% $ 93.2m | |
| Chief Technology Officer | no data | keine Daten | 0.10% $ 61.4m | |
| VP & Head of Investor Relations | no data | keine Daten | keine Daten | |
| General Counsel | less than a year | keine Daten | keine Daten | |
| Chief Communications Officer | 2.2yrs | keine Daten | keine Daten | |
| Chief Marketing Officer | less than a year | keine Daten | keine Daten | |
| Chief Business Officer | 2.2yrs | keine Daten | 0.14% $ 83.8m | |
| Head of Science and Education & Non-Independent Non-Executive Director | no data | keine Daten | 0.0044% $ 2.7m | |
| Chief Product & Infrastructure Officer | 2.2yrs | keine Daten | 0.20% $ 123.2m | |
| Chief Revenue Officer | 1.3yrs | keine Daten | 0.0098% $ 6.0m |
2.1yrs
Durchschnittliche Betriebszugehörigkeit
58yo
Durchschnittliches Alter
Erfahrenes Management: NBISDas Führungsteam des Unternehmens gilt als erfahren (2.1 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Founder | 2.1yrs | keine Daten | 10.75% $ 6.6b | |
| COO & Non-Independent Executive Director | 2.1yrs | keine Daten | 0.15% $ 93.2m | |
| Head of Science and Education & Non-Independent Non-Executive Director | 2.1yrs | keine Daten | 0.0044% $ 2.7m | |
| Independent Non-Executive Chairman | 26.7yrs | keine Daten | 0.15% $ 91.5m | |
| Independent Non Executive Director | 15.3yrs | keine Daten | 0.099% $ 60.9m | |
| Independent Non-Executive Director | 2.1yrs | keine Daten | 0.0056% $ 3.4m | |
| Independent Non-Executive Director | 1.1yrs | keine Daten | 0.0050% $ 3.0m | |
| Independent Non-Executive Director | 1.1yrs | keine Daten | 0.0016% $ 1.0m |
2.1yrs
Durchschnittliche Betriebszugehörigkeit
56.5yo
Durchschnittliches Alter
Erfahrener Vorstand: NBISDie Vorstandsmitglieder gelten nicht als erfahren ( 2.1 Jahre durchschnittliche Amtszeit), was auf einen neuen Vorstand hindeutet.
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/20 19:45 |
| Aktienkurs zum Tagesende | 2026/09/18 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
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| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* 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 , 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 35 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.
| Analyst | Einrichtung |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Robert Oliver | Baird |
| Boris Vilidnitsky | Barclays |