Nebius Group Gestione
Criteri Gestione verificati 1/4
Nebius Group Il CEO è Arkady Volozh, nominato in Aug2024, ha un mandato di 2.08 anni. possiede direttamente 10.75% delle azioni della società, per un valore di $ 6.59B. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.1 anni e 2.1 anni.
Informazioni chiave
Arkady Volozh
Amministratore delegato
n/a
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | 2.1yrs |
| Proprietà del CEO | 10.8% |
| Durata media del management | 2.1yrs |
| Durata media del Consiglio di amministrazione | 2.1yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • 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
Aggiornamento narrativa • 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.
Nuova narrativa • 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.
Nuova narrativa • 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.
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.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.AMMINISTRATORE DELEGATO
Arkady Volozh (62 yo)
2.1yrs
Mandato
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder | 2.1yrs | Nessun dato | 10.75% $ 6.6b | |
| Chief Financial Officer | 1.3yrs | Nessun dato | 0.0044% $ 2.7m | |
| COO & Non-Independent Executive Director | 2.3yrs | Nessun dato | 0.15% $ 93.2m | |
| Chief Technology Officer | no data | Nessun dato | 0.10% $ 61.4m | |
| VP & Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| General Counsel | less than a year | Nessun dato | Nessun dato | |
| Chief Communications Officer | 2.2yrs | Nessun dato | Nessun dato | |
| Chief Marketing Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Business Officer | 2.2yrs | Nessun dato | 0.14% $ 83.8m | |
| Head of Science and Education & Non-Independent Non-Executive Director | no data | Nessun dato | 0.0044% $ 2.7m | |
| Chief Product & Infrastructure Officer | 2.2yrs | Nessun dato | 0.20% $ 123.2m | |
| Chief Revenue Officer | 1.3yrs | Nessun dato | 0.0098% $ 6.0m |
2.1yrs
Durata media
58yo
Età media
Gestione esperta: Il team dirigenziale di NBIS è considerato esperto (durata media dell'incarico 2.1 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder | 2.1yrs | Nessun dato | 10.75% $ 6.6b | |
| COO & Non-Independent Executive Director | 2.1yrs | Nessun dato | 0.15% $ 93.2m | |
| Head of Science and Education & Non-Independent Non-Executive Director | 2.1yrs | Nessun dato | 0.0044% $ 2.7m | |
| Independent Non-Executive Chairman | 26.7yrs | Nessun dato | 0.15% $ 91.5m | |
| Independent Non Executive Director | 15.3yrs | Nessun dato | 0.099% $ 60.9m | |
| Independent Non-Executive Director | 2.1yrs | Nessun dato | 0.0056% $ 3.4m | |
| Independent Non-Executive Director | 1.1yrs | Nessun dato | 0.0050% $ 3.0m | |
| Independent Non-Executive Director | 1.1yrs | Nessun dato | 0.0016% $ 1.0m |
2.1yrs
Durata media
56.5yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di NBIS non è considerato esperto (durata media del mandato 2.1 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/21 03:58 |
| Prezzo dell'azione a fine giornata | 2026/09/18 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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 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 35 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.
| Analista | Istituzione |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Robert Oliver | Baird |
| Boris Vilidnitsky | Barclays |