Nebius Group N.V.

Report azionario NasdaqGS:NBIS

Capitalizzazione di mercato: US$76.1b

Nebius Group Crescita futura

Criteri Future verificati 5/6

Nebius Group prevede che gli utili e i ricavi cresceranno rispettivamente di 66% e 49.6% all'anno. Si prevede che l'EPS crescerà di 53% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 17.5% in 3 anni.

Informazioni chiave

66.0%

Tasso di crescita degli utili

53.04%

Tasso di crescita dell'EPS

Software crescita degli utili20.8%
Tasso di crescita dei ricavi49.6%
Rendimento futuro del capitale proprio17.53%
Copertura analitica

Good

Ultimo aggiornamento14 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • 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.
Seeking Alpha • Aug 12

Nebius' Q2 Just Made The Bull Case Stronger

Summary Nebius Group N.V. AI revenue surged 514% YoY to $575 million, while ARR climbed 56% sequentially to $3 billion. NBIS's AI delivered a 50% adjusted EBITDA margin, showing extraordinary infrastructure growth is translating into increasingly attractive economics. Contracted value quadrupled, contracted power guidance increased to 5GW, and annual contract value reached roughly $40 million per MW. Customer prepayments cover 50% to 70% of project CapEx, supporting a massive $20 billion to $25 billion 2026 expansion. Read the full article on Seeking Alpha
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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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Nuova narrativa • 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.

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:NBIS - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202822,363177-18,10418,50112
12/31/202711,959-231-21,0996,67319
12/31/20263,412-609-18,0876,20518
6/30/20261,35542-5,8845,258N/A
3/31/2026878735-3,1552,840N/A
12/31/202553010-3,681385N/A
9/30/2025363114-2,952-524N/A
6/30/2025223232-2,144-499N/A
3/31/2025130-325N/AN/AN/A
12/31/202492-352-562246N/A
9/30/2024-5,834-852745523N/A
6/30/2024-3,964-742878788N/A
3/31/20248,657129N/AN/AN/A
12/31/202310-299747830N/A
9/30/20237,330319-304582N/A
6/30/20237,19674510681N/A
3/31/20237,456749319879N/A
12/31/202214-180682697N/A
9/30/20227,762500-41776N/A
6/30/20227,808-302-562412N/A
3/31/20224,782-321-767-41N/A
12/31/20214,759-196-472124N/A
9/30/20214,360-136-287165N/A
6/30/20213,890211-5393N/A
3/31/20213,233211103443N/A
12/31/20202,946333109440N/A
9/30/20202,554326157452N/A
6/30/20202,601112103434N/A
3/31/20202,356199N/A529N/A
12/31/20192,826204N/A715N/A
9/30/20192,507293N/A684N/A
6/30/20192,374303N/A590N/A
3/31/20192,108709N/A511N/A
12/31/20181,832660N/A405N/A
9/30/20181,781688N/A415N/A
6/30/20181,712650N/A364N/A
3/31/20181,751181N/A407N/A
12/31/20171,629159N/A412N/A
9/30/20171,534113N/A377N/A
6/30/20171,427136N/A417N/A
3/31/20171,424117N/A454N/A
12/31/20161,234111N/A411N/A
9/30/20161,145134N/A408N/A
6/30/20161,065161N/A407N/A
3/31/2016953128N/A359N/A
12/31/2015832135N/A269N/A
9/30/2015859219N/A271N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di NBIS ( 66% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di NBIS ( 66% all'anno) cresceranno più rapidamente del mercato US ( 17.1% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di NBIS cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di NBIS ( 49.6% all'anno) crescerà più rapidamente del mercato US ( 13% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di NBIS ( 49.6% all'anno) crescerà più rapidamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di NBIS sarà basso tra 3 anni ( 17.5 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/17 19:30
Prezzo dell'azione a fine giornata2026/08/14 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Nebius Group N.V. è coperta da 34 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Andrew Charles BealeArete Research Services LLP
Robert OliverBaird
Boris VilidnitskyBarclays