Nebius Group Croissance future
Future contrôle des critères 5/6
Nebius Group devrait augmenter ses bénéfices et son chiffre d'affaires de 64% et de 49.5% par an respectivement. Le BPA devrait croître de de 51.4% par an. Le rendement des capitaux propres devrait être 17.5% dans 3 ans.
Informations clés
64.0%
Taux de croissance des bénéfices
51.44%
Taux de croissance du BPA
| Software croissance des bénéfices | 20.4% |
| Taux de croissance des recettes | 49.5% |
| Rendement futur des capitaux propres | 17.53% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 09 Sep 2026 |
Mises à jour récentes de la croissance future
Recent updates
Seeking Alpha • Sep 08
Nebius: Wall Street Is Watching The Wrong Number
Summary Nebius targets $3.0-$3.4 billion in 2026 revenue and a $7-$9 billion exit run rate as AI capacity expands. Connected power could reach 800 MW-1 GW by year-end, while contracted power targets have increased substantially to 5 GW. Customer prepayments may exceed $9 billion in 2026, with recent contracts covering roughly 50%-60% of associated infrastructure CapEx. At roughly $226, valuation increasingly depends on 2027 execution, capacity monetization, durable pricing, and expansion without excessive shareholder dilution. Read the full article on Seeking Alpha
Mise à jour du récit • 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.
Nouveau récit • 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.
Nouveau récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 22,609 | -666 | -24,722 | 16,079 | 12 |
| 12/31/2027 | 11,977 | -231 | -23,263 | 6,933 | 20 |
| 12/31/2026 | 3,343 | -609 | -17,759 | 6,587 | 18 |
| 6/30/2026 | 1,355 | 42 | -5,884 | 5,258 | N/A |
| 3/31/2026 | 878 | 735 | -3,155 | 2,840 | N/A |
| 12/31/2025 | 530 | 10 | -3,681 | 385 | N/A |
| 9/30/2025 | 363 | 114 | -2,952 | -524 | N/A |
| 6/30/2025 | 223 | 232 | -2,144 | -499 | N/A |
| 3/31/2025 | 130 | -325 | N/A | N/A | N/A |
| 12/31/2024 | 92 | -352 | -562 | 246 | N/A |
| 9/30/2024 | -5,834 | -852 | 745 | 523 | N/A |
| 6/30/2024 | -3,964 | -742 | 878 | 788 | N/A |
| 3/31/2024 | 8,657 | 129 | N/A | N/A | N/A |
| 12/31/2023 | 10 | -299 | 747 | 830 | N/A |
| 9/30/2023 | 7,330 | 319 | -304 | 582 | N/A |
| 6/30/2023 | 7,196 | 745 | 10 | 681 | N/A |
| 3/31/2023 | 7,456 | 749 | 319 | 879 | N/A |
| 12/31/2022 | 14 | -180 | 682 | 697 | N/A |
| 9/30/2022 | 7,762 | 500 | -41 | 776 | N/A |
| 6/30/2022 | 7,808 | -302 | -562 | 412 | N/A |
| 3/31/2022 | 4,782 | -321 | -767 | -41 | N/A |
| 12/31/2021 | 4,759 | -196 | -472 | 124 | N/A |
| 9/30/2021 | 4,360 | -136 | -287 | 165 | N/A |
| 6/30/2021 | 3,890 | 211 | -5 | 393 | N/A |
| 3/31/2021 | 3,233 | 211 | 103 | 443 | N/A |
| 12/31/2020 | 2,946 | 333 | 109 | 440 | N/A |
| 9/30/2020 | 2,554 | 326 | 157 | 452 | N/A |
| 6/30/2020 | 2,601 | 112 | 103 | 434 | N/A |
| 3/31/2020 | 2,356 | 199 | N/A | 529 | N/A |
| 12/31/2019 | 2,826 | 204 | N/A | 715 | N/A |
| 9/30/2019 | 2,507 | 293 | N/A | 684 | N/A |
| 6/30/2019 | 2,374 | 303 | N/A | 590 | N/A |
| 3/31/2019 | 2,108 | 709 | N/A | 511 | N/A |
| 12/31/2018 | 1,832 | 660 | N/A | 405 | N/A |
| 9/30/2018 | 1,781 | 688 | N/A | 415 | N/A |
| 6/30/2018 | 1,712 | 650 | N/A | 364 | N/A |
| 3/31/2018 | 1,751 | 181 | N/A | 407 | N/A |
| 12/31/2017 | 1,629 | 159 | N/A | 412 | N/A |
| 9/30/2017 | 1,534 | 113 | N/A | 377 | N/A |
| 6/30/2017 | 1,427 | 136 | N/A | 417 | N/A |
| 3/31/2017 | 1,424 | 117 | N/A | 454 | N/A |
| 12/31/2016 | 1,234 | 111 | N/A | 411 | N/A |
| 9/30/2016 | 1,145 | 134 | N/A | 408 | N/A |
| 6/30/2016 | 1,065 | 161 | N/A | 407 | N/A |
| 3/31/2016 | 953 | 128 | N/A | 359 | N/A |
| 12/31/2015 | 832 | 135 | N/A | 269 | N/A |
| 9/30/2015 | 859 | 219 | N/A | 271 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de NBIS ( 64% par an) est supérieure au taux d'épargne ( 3.7% ).
Bénéfices vs marché: Les bénéfices de NBIS ( 64% par an) devraient croître plus rapidement que le marché US ( 17.3% par an).
Croissance élevée des bénéfices: Les bénéfices de NBIS devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de NBIS ( 49.5% par an) devrait croître plus rapidement que le marché US ( 13.5% par an).
Croissance élevée des revenus: Le chiffre d'affaires de NBIS ( 49.5% par an) devrait croître plus rapidement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de NBIS devrait être faible dans 3 ans ( 17.5 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/10 23:35 |
| Cours de l'action en fin de journée | 2026/09/10 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Nebius Group N.V. est couverte par 35 analystes. 20 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Robert Oliver | Baird |
| Boris Vilidnitsky | Barclays |