Nebius Group 配当と自社株買い
配当金 基準チェック /06
Nebius Group配当金を支払った記録がありません。
主要情報
n/a
配当利回り
-1.7%
バイバック利回り
| 総株主利回り | -1.7% |
| 将来の配当利回り | 0% |
| 配当成長 | n/a |
| 次回配当支払日 | n/a |
| 配当落ち日 | n/a |
| 一株当たり配当金 | n/a |
| 配当性向 | n/a |
最近の配当と自社株買いの更新
更新なし
Recent updates
Seeking Alpha • Jun 22
Nebius: The Funding Gap Could Make The Stock Crash
Summary Nebius maintains a Sell rating as its valuation has become increasingly detached from fundamental realities, despite strong execution and index inclusion. NBIS faces a massive funding gap, with $29B in external capital needed by 2028 and ongoing dilution from convertible issuance. The neocloud model’s window is closing as hyperscalers invest in custom silicon, threatening NBIS’s core GPU rental business and compressing future margins. Recent acquisitions aim to climb the AI stack, but high CapEx, negative FCF, and low EBIT margins underscore persistent structural risks. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.新しいナラティブ • 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 AlphaSeeking Alpha • Apr 22
Nebius: A Small Player With Big Potential In The AI Boom, Initiate With Buy
Summary Nebius Group, an AI infrastructure company, leverages its vertical integration to develop a competitive advantage. The company is focused on deploying its Blackwell data center to attract customers in 2025. Despite lacking scale and brand recognition, Nebius' smaller size offers personalized service, making it a speculative buy on high growth potential. While financially solid with $2.49b cash and aiming for $825m midpoint revenue in 2025, Nebius faces significant operating losses and high depreciation expense. Investment risks include heavy revenue concentration and market volatility, but the AI infrastructure sector's long-term growth potential currently makes Nebius a compelling buying opportunity. Read the full article on Seeking AlphaSeeking Alpha • Apr 01
Nebius Group: I Think Risks Outweigh Rewards Right Now
Summary Nebius Group faces tough competition from hyperscalers like Amazon and Google, making it hard to justify its current valuation and growth prospects. Financially, NBIS struggles with limited cash reserves and unrealistic revenue growth targets, casting doubt on its ability to compete in high-end AI markets. Despite potential in Europe and autonomous driving, the risks and uncertainties overshadow the rewards, especially compared to more established players like AMZN and GOOG. If the Company achieves its ambitious revenue goals, it could warrant a higher valuation, but current data does not support this optimism. Read the full article on Seeking AlphaSeeking Alpha • Mar 25
Nebius Group: One Big Reason To Rethink The Buys (Rating Downgrade)
Summary ARR execution missed expectations, but management still promises explosive growth. I think we should be wary of baking in this optimism. Pricing pressures from mega hyperscalers may squeeze Nebius out of the market. Nebius Group's cash burn trends are deteriorating and at this run-rate, it has enough liquidity runway to last it almost 5 quarters. Valuations are pricey, at a premium to most hyperscalers, at a 116% premium to direct competitor CoreWeave. Relative technicals vs SPX500 show a balanced buyer and seller forces. High stock-based compensation (SBC) is a risk monitorable. It would be unfortunate if the company executes on its high-growth targets but retains high SBC levels. That would not be good for minority investors like us. Read the full article on Seeking AlphaSeeking Alpha • Mar 16
Nebius: Small Fish In A Big Pond
Summary Nebius Group stock is a "Strong Sell" due to its 25% overvaluation and challenging market conditions, despite its differentiated approach and strong balance sheet. The company's aggressive growth plans face significant competition from tech giants like Microsoft, Google, and Amazon, making U.S. market expansion difficult. Nebius' potential is limited to Europe, where it also faces competition and economic challenges, impacting its ability to achieve bold growth targets. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
Nebius: Implications From CoreWeave's $35 Billion IPO
Summary Nebius peer CoreWeave filed this week for IPO in the US with a valuation of more than $35 billion. CoreWeave's IPO could be very bullish for Nebius - we describe the reasons. We provide Nebius' valuation based on CoreWeave's IPO valuation. We summarize the upcoming catalysts that should bring Nebius closer to its fair value. Read the full article on Seeking AlphaSeeking Alpha • Feb 25
Nebius Group: Q4 Not As Bad As It May Seem At First Glance
Summary Nebius Group's mixed 4Q24 results showed a weak revenue of $37.9M and a decline in ARR to $90M, missing guidance due to customer losses. Despite a weak Q4, Nebius forecasts a strong 1Q25 with ARR of at least $220M in March and plans to significantly expand GPU capacity. Nebius maintains its 2025 guidance of $750M-$1B in ARR and $500M-$700M in revenue, with an EBITDA breakeven during the year. Despite the weak 4Q24, I maintain my positive view on the stock due to the strong 1Q25 outlook for ARR. My new Nebius's fair price is 46 per share. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
Nebius Group: Ready To Storm New Peaks
Summary Nebius Group N.V. is a European AI leader, backed by Nvidia. NBIS's AI-centric cloud platform offers a cost-efficient, vertically integrated stack, providing a significant strategic advantage in the AI IaaS market. Led by Arkady Volozh, a renowned IT visionary and one of Europe's most impactful CEOs, Nebius Group leverages deep experience in building comprehensive ecosystems. Despite market uncertainties and competition, NBIS's partnership with Nvidia and robust fundamentals suggest a 45% upside potential, making it a compelling investment. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Nebius Group: The Hidden Gem Of AI Infrastructure
Summary Nebius Group's stock has surged over 100% in the past year, driven by its unique AI-native cloud platform and cost-effective solutions for SMBs and AI startups. The company's diversified ecosystem, including subsidiaries like Toloka AI and Avride, enhances its value proposition and creates cross-selling opportunities across multiple AI-driven industries. Strategic geographic expansion and a strong partnership with NVIDIA bolster Nebius's competitive edge, ensuring access to cutting-edge hardware and meeting growing computational demands. Potential risks include project management challenges, dependence on NVIDIA for GPUs, and intense competition from hyperscalers like AWS, Microsoft Azure, and Google Cloud. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
What DeepSeek Means For Nebius And Other AI Data Center Providers
Summary Nebius is poised to capitalize on the AI megatrend, leveraging unique engineering strengths and Nvidia's backing, making it an attractive investment. The recent 37% sell-off likely increased institutional holdings, potentially stabilizing Nebius's share price and reducing volatility. DeepSeek's efficiencies will drive AI costs lower, increasing demand for computing power and benefiting Nebius's data center growth. Numerous catalysts, including GPU capacity expansion and new data centers, will drive Nebius's share price higher in 2025. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
Nebius Group: My Updates On Avride Valuation
Summary In my previous column about Nebius Group, I arrived at a valuation of Nebius Group of $8.8 billion, or $37.5 per share. In this column, I conducted a detailed analysis of the robotaxi market in the U.S., as well as Avride's prospects within it, to determine the fair value of Avride. Based on my analysis, Avride could claim the 2nd or 3rd position in the U.S. robotaxi market. Potential investors interested in acquiring a stake in Avride could be Uber, Hyundai, Lyft, German automakers, and venture capital funds. I arrived at a new valuation for Avride of $3.4 billion, which implies a new fair valuation for Nebius Group of $11.2 billion, or $47.7 per share. Read the full article on Seeking AlphaSeeking Alpha • Jan 16
Nebius: Strong R&D And Technology Legacy Applied To New Growth Markets
Summary Nebius Group is a former Russian mega tech company (Yandex) starting over after severing all ties to Russia. Nebius' management and R&D teams have a strong right-to-win in the data center infrastructure markets they are targeting. Nebius' core business is expected to expand rapidly in FY25, driven by growth in customer accounts and data center capacity expansions. 1-yr fwd EV/Revenue valuations are attractive vs peers, especially pure-play competitors. Relative technicals vs SPX500 are also bullish. Much of the leadership team including the CEO comes from the former Russian company. But I don't have many doubts about their alignment toward minority shareholders. Read the full article on Seeking AlphaSeeking Alpha • Dec 13
Nebius: Keeping Bullish View After The Recent Growth
Summary Nebius Group's stock price has surged past my conservative valuation, driven by a new capital raise and a U.S. data center launch, signaling strong growth prospects. Given the successfully completed funding round and numerous available options, I believe the company will easily secure the funds for further capital expenditures. My revenue forecasts for 2025 and 2026 are $758 million and $1.518 billion, respectively, with EBITDA expected to reach $636 million by 2026. After updating the investment case, my new fair value for Nebius Group shares is $37.5 per share. I maintain my bullish outlook on Nebius Group's shares. Read the full article on Seeking AlphaSeeking Alpha • Dec 07
Nebius Group: Diamond In The AI Mania's Dust?
Summary Nebius is astonishingly cheap for a pureplay AI company, even after doubling in a month. Nebius is a AI infrastructure company, offering compute for AI and machine learning workloads. The company has proven its ability as a cloud business in its previous life as Yandex, Russia's Google. The biggest risk to the investment is that its future growth will require outside capital, diluting existing shareholders in the process. Read the full article on Seeking Alpha決済の安定と成長
配当データの取得
安定した配当: NBISの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。
増加する配当: NBISの配当金が増加しているかどうかを判断するにはデータが不十分です。
配当利回り対市場
| Nebius Group 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (NBIS) | n/a |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.3% |
| 業界平均 (Software) | 1.1% |
| アナリスト予想 (NBIS) (最長3年) | 0% |
注目すべき配当: NBISは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。
高配当: NBISは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。
株主への利益配当
収益カバレッジ: NBISの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。
株主配当金
キャッシュフローカバレッジ: NBISが配当金を報告していないため、配当金の持続可能性を計算できません。
高配当企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/23 02:48 |
| 終値 | 2026/06/23 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Nebius Group N.V. 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31
| アナリスト | 機関 |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Boris Vilidnitsky | Barclays |
| Stefan Julien Slowinski | BNP Paribas |