View ValuationNebius Group 향후 성장Future 기준 점검 5/6Nebius Group (는) 각각 연간 34.5% 및 46.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 20.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -16.6% 로 예상됩니다.핵심 정보34.5%이익 성장률20.19%EPS 성장률Software 이익 성장13.3%매출 성장률46.9%향후 자기자본이익률-16.59%애널리스트 커버리지Good마지막 업데이트21 Jul 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesRecent Insider Transactions • Jul 18Independent Non-Executive Chairman recently sold €1.2m worth of stockOn the 15th of July, Johanna Boynton sold around 7k shares on-market at roughly €172 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €9.6m. Johanna has been a net seller over the last 12 months, reducing personal holdings by €2.5m.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €155, the stock trades at a trailing P/E ratio of 59.8x. Average forward P/E is 15x in the Software industry in Germany.공고 • Jul 16Nebius Introduces Business Model To Scale AI Cloud Globally Through Infrastructure PartnershipsNebius announced a new business model that lets infrastructure partners deploy Nebius’s full-stack AI cloud platform in their own AI data centers. Under the model, partners finance and own the infrastructure and hardware, and operate the data centers. Nebius supplies its systems architecture and supply-chain access; deploys and maintains its hardware design and software and services stack on the partner infrastructure; and takes the resulting capacity to market through its global sales organization. Partners get fully-owned AI infrastructure assets, designed to Nebius standards, and a fast route to serve the AI cloud market. Nebius’s architecture and platform transform a partner’s raw capacity into a production-ready AI cloud, which Nebius then connects to customers. Because Nebius brings the demand, partners can begin generating a return as soon as the capacity goes live. For Nebius, this asset-light approach expands the capacity it can offer its customers, such as AI natives and enterprises, with minimal incremental capital requirements. Partners’ data centers will join the Nebius capacity pool, adding incremental capacity to that coming online from Nebius’s owned data centers and colocations. Nebius anticipates pursuing a variety of economic arrangements under this partnership model, including revenue-sharing agreements, licensing fees and commissions, as well as committed capacity arrangements that would provide Nebius with access to additional compute to be sold to customers. The company has already entered into initial arrangements under this asset-light model. As part of the partnership agreements, Nebius will equip partner teams to run the site and will remain responsible for the cloud software and service levels, while the partner manages the facility and hardware. Customers receive the same standard of service whether they run on Nebius’s own infrastructure or a partner’s.Recent Insider Transactions • Jul 07Founder recently sold €9.6m worth of stockOn the 1st of July, Arkady Volozh sold around 47k shares on-market at roughly €207 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Arkady has been a net seller over the last 12 months, reducing personal holdings by €13m.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €184, the stock trades at a trailing P/E ratio of 79.8x. Average forward P/E is 18x in the Software industry in Germany.공고 • Jun 25Nebius Unveils Nebius AI Cloud 3.6 With New Developer Experience, Security, Governance, And Storage EnhancementsNebius unveiled Nebius AI Cloud 3.6, adding new developer experience, security and governance improvements, as well as enhanced storage capabilities for teams running AI in production on Nebius’s full-stack AI cloud platform. Version 3.6 of Nebius AI Cloud “Aether” introduces Nebius Echo, an AI agent for controlling cloud infrastructure using natural language. Built directly into the Nebius AI Cloud web console, Echo can answer questions and execute core operations, with guardrails to prevent unintentional actions. Nebius Echo runs on open-source models hosted on Nebius Token Factory, Nebius’s production inference platform. The first-look version released covers core cloud services, with infrastructure debugging and multi-step infrastructure-as-code deployments among upcoming features on the roadmap. Aether 3.6 delivers a broader set of developer experience improvements targeting the time teams lose before the real work begins. This includes one-click access and deeper integration with SkyPilot, with no control plane to maintain; a new step-by-step instance creation workflow; global search across all services and tenants; a unified Notification Center; and more. Nebius is opening the Nebius Builder Program in early preview, offering developers and ML engineers credits across Nebius AI Cloud, Nebius Token Factory, and Nebius Academy, plus engineer office hours and a builder community. Members of the Nebius Builder Program get early access to the new Nebius Certifications program developed by Nebius Academy, starting with AI Cloud Ops (Associate), available now. Additional tracks for AI application builders, solutions architects, infrastructure engineers, and business leaders across the Nebius ecosystem will be introduced in the coming weeks. The new release of Nebius AI Cloud extends the security and governance controls that teams need to run sensitive workloads in regulated environments. A new Key Management Service (KMS) with customer-managed encryption keys (CMEK) and cryptographic erasure puts control of data encryption into customers’ hands, while Workload Identity Federation enables credential-free authentication across environment boundaries. Other enhancements include more granular controls for Soperator, Nebius's managed Slurm-on-Kubernetes service, and Managed Kubernetes, including a new “Bring Your Own Image” (BYOI) feature for hardened or compliance-validated base images. The release introduces a new Budgets feature, letting FinOps teams set spending targets and threshold-based alerts across projects. Nebius AI Cloud 3.6 delivers local SSDs on GPU servers for high-performance caching, removing I/O bottlenecks during training and inference. A new Intelligent Object Storage Class automatically moves archived data to a lower-cost tier, with no request or egress fees. Using the Enhanced class, Object Storage shows 30% more read bandwidth for single-threaded client connections. On the shared filesystem, 4K file operations deliver 3x more IOPS, metadata-heavy workloads deliver up to 100x more IOPS, and validated cluster sizes now reach 100 PB. Nebius AI Cloud Aether 3.6 — at a glance: Developer experience: Nebius Echo, an AI agent for natural-language infrastructure control; Managed Service for SkyPilot; Unified Notification Center; Global Search; New instance creation workflow; Updated pricing calculator. Security and governance: KMS with customer-managed encryption keys (CMEK); Workload Identity Federation; Soperator IAM-based access; Managed Kubernetes API access control; Budgets; Bring Your Own Image (BYOI); Datadog Log Management integration; Disk snapshots. Storage and other platform improvements: Intelligent Object Storage Class with automatic cost-tier migration; 30% read Object Storage bandwidth improvement for single-thread connections; Local SSD disks on GPU servers; 3x more IOPS for 4K files operations and up to 100x more IOPS for metadata-heavy workloads for Shared Filesystem; Validated filesystem clusters size up to 100 PB; Kubernetes v1.34 support.Recent Insider Transactions • Jun 16Independent Non-Executive Chairman recently sold €1.3m worth of stockOn the 15th of June, Johanna Boynton sold around 6k shares on-market at roughly €218 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.0m. This was Johanna's only on-market trade for the last 12 months.공고 • Jun 09Nebius Launches Physical AI Living Lab For UK And European Robotics Startups Built With NVIDIA TechnologiesNebius announced the Physical AI Living Lab, a six-month program that equips British and European robotics startups with NVIDIA's physical AI development tools and Nebius's AI cloud infrastructure. Physical AI depends on large-scale simulation, synthetic data, and accelerated compute that most early-stage robotics companies cannot assemble on their own. The Physical AI Living Lab removes that barrier, putting the same class of tooling and compute used to build physical AI at scale into the hands of founders, so they can move from simulation to real-world deployment faster. The Lab builds on Nebius and NVIDIA's collaboration to create a cloud platform for robotics and physical AI. The companies intend to extend the Physical AI Living Lab to other regions over time and bring in further cohorts as the program grows. Participating startups in the Physical AI Living Lab will work hands-on using NVIDIA technologies to deploy their physical AI workloads — NVIDIA OSMO for workload orchestration, NVIDIA Cosmos world foundation models, and NVIDIA Isaac Sim and NVIDIA Isaac Lab for robot simulation and training — together with the NVIDIA Physical AI Data Factory Blueprint, all running on Nebius infrastructure. Synthetic data generation is provided through Voxel51's FiftyOne integration, built on Cosmos world foundation models. The first phase of the Physical AI Living Lab will run on Nebius's UK-based infrastructure, built on NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. Beyond the simulation and training tools, participants build, fine-tune and run their models on Nebius AI Cloud — the company's full-stack platform for taking AI from data and training through to production deployment. Applications run through the NVIDIA Inception pipeline. The first cohort will begin in September 2026. Engineers from both Nebius and NVIDIA will provide technical guidance throughout the program.Recent Insider Transactions • Jun 06Chief Revenue Officer recently sold €2.6m worth of stockOn the 2nd of June, Marc Boroditsky sold around 11k shares on-market at roughly €237 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.0m. Insiders have been net sellers, collectively disposing of €9.6m more than they bought in the last 12 months.Board Change • Jun 06High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Matt Weigand was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측XTRA:YDX - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202821,564184-17,55318,8231212/31/202711,452-739-21,4003,8281812/31/20263,389-576-18,7405,686183/31/2026878735-3,1552,840N/A12/31/202553010-3,681385N/A9/30/2025363114-2,952-524N/A6/30/2025249190-2,144-499N/A3/31/2025130-325N/AN/AN/A12/31/202492-352-562246N/A9/30/2024-5,834-852745523N/A6/30/2024-3,964-742878788N/A3/31/20248,657129N/AN/AN/A12/31/202310-299747830N/A9/30/20237,330319-304582N/A6/30/20237,19674510681N/A3/31/20237,456749319879N/A12/31/202214-180682697N/A9/30/20227,762500-41776N/A6/30/20227,808-302-562412N/A3/31/20224,782-321-767-41N/A12/31/20214,759-196-472124N/A9/30/20214,360-136-287165N/A6/30/20213,890211-5393N/A3/31/20213,233211103443N/A12/31/20202,946333109440N/A9/30/20202,554326157452N/A6/30/20202,601112103434N/A3/31/20202,356199262529N/A12/31/20192,826204N/A715N/A9/30/20192,507293N/A684N/A6/30/20192,374303N/A590N/A3/31/20192,108709N/A511N/A12/31/20181,832660N/A405N/A9/30/20181,781688N/A415N/A6/30/20181,712650N/A364N/A3/31/20181,751181N/A407N/A12/31/20171,629159N/A412N/A9/30/20171,534113N/A377N/A6/30/20171,427136N/A417N/A3/31/20171,424117N/A454N/A12/31/20161,234111N/A411N/A9/30/20161,145134N/A408N/A6/30/20161,065161N/A407N/A3/31/2016953128N/A359N/A12/31/2015832135N/A269N/A9/30/2015859219N/A271N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: YDX 의 연간 예상 수익 증가율(34.5%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: YDX 의 연간 수익(34.5%)이 German 시장(15.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: YDX 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: YDX 의 수익(연간 46.9%)이 German 시장(연간 6.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: YDX 의 수익(연간 46.9%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: YDX는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/22 19:38종가2026/07/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Nebius Group N.V.는 31명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrew Charles BealeArete Research Services LLPBoris VilidnitskyBarclaysStefan Julien SlowinskiBNP Paribas28명의 분석가 더 보기
Recent Insider Transactions • Jul 18Independent Non-Executive Chairman recently sold €1.2m worth of stockOn the 15th of July, Johanna Boynton sold around 7k shares on-market at roughly €172 per share. This transaction amounted to 1.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €9.6m. Johanna has been a net seller over the last 12 months, reducing personal holdings by €2.5m.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €155, the stock trades at a trailing P/E ratio of 59.8x. Average forward P/E is 15x in the Software industry in Germany.
공고 • Jul 16Nebius Introduces Business Model To Scale AI Cloud Globally Through Infrastructure PartnershipsNebius announced a new business model that lets infrastructure partners deploy Nebius’s full-stack AI cloud platform in their own AI data centers. Under the model, partners finance and own the infrastructure and hardware, and operate the data centers. Nebius supplies its systems architecture and supply-chain access; deploys and maintains its hardware design and software and services stack on the partner infrastructure; and takes the resulting capacity to market through its global sales organization. Partners get fully-owned AI infrastructure assets, designed to Nebius standards, and a fast route to serve the AI cloud market. Nebius’s architecture and platform transform a partner’s raw capacity into a production-ready AI cloud, which Nebius then connects to customers. Because Nebius brings the demand, partners can begin generating a return as soon as the capacity goes live. For Nebius, this asset-light approach expands the capacity it can offer its customers, such as AI natives and enterprises, with minimal incremental capital requirements. Partners’ data centers will join the Nebius capacity pool, adding incremental capacity to that coming online from Nebius’s owned data centers and colocations. Nebius anticipates pursuing a variety of economic arrangements under this partnership model, including revenue-sharing agreements, licensing fees and commissions, as well as committed capacity arrangements that would provide Nebius with access to additional compute to be sold to customers. The company has already entered into initial arrangements under this asset-light model. As part of the partnership agreements, Nebius will equip partner teams to run the site and will remain responsible for the cloud software and service levels, while the partner manages the facility and hardware. Customers receive the same standard of service whether they run on Nebius’s own infrastructure or a partner’s.
Recent Insider Transactions • Jul 07Founder recently sold €9.6m worth of stockOn the 1st of July, Arkady Volozh sold around 47k shares on-market at roughly €207 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Arkady has been a net seller over the last 12 months, reducing personal holdings by €13m.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €184, the stock trades at a trailing P/E ratio of 79.8x. Average forward P/E is 18x in the Software industry in Germany.
공고 • Jun 25Nebius Unveils Nebius AI Cloud 3.6 With New Developer Experience, Security, Governance, And Storage EnhancementsNebius unveiled Nebius AI Cloud 3.6, adding new developer experience, security and governance improvements, as well as enhanced storage capabilities for teams running AI in production on Nebius’s full-stack AI cloud platform. Version 3.6 of Nebius AI Cloud “Aether” introduces Nebius Echo, an AI agent for controlling cloud infrastructure using natural language. Built directly into the Nebius AI Cloud web console, Echo can answer questions and execute core operations, with guardrails to prevent unintentional actions. Nebius Echo runs on open-source models hosted on Nebius Token Factory, Nebius’s production inference platform. The first-look version released covers core cloud services, with infrastructure debugging and multi-step infrastructure-as-code deployments among upcoming features on the roadmap. Aether 3.6 delivers a broader set of developer experience improvements targeting the time teams lose before the real work begins. This includes one-click access and deeper integration with SkyPilot, with no control plane to maintain; a new step-by-step instance creation workflow; global search across all services and tenants; a unified Notification Center; and more. Nebius is opening the Nebius Builder Program in early preview, offering developers and ML engineers credits across Nebius AI Cloud, Nebius Token Factory, and Nebius Academy, plus engineer office hours and a builder community. Members of the Nebius Builder Program get early access to the new Nebius Certifications program developed by Nebius Academy, starting with AI Cloud Ops (Associate), available now. Additional tracks for AI application builders, solutions architects, infrastructure engineers, and business leaders across the Nebius ecosystem will be introduced in the coming weeks. The new release of Nebius AI Cloud extends the security and governance controls that teams need to run sensitive workloads in regulated environments. A new Key Management Service (KMS) with customer-managed encryption keys (CMEK) and cryptographic erasure puts control of data encryption into customers’ hands, while Workload Identity Federation enables credential-free authentication across environment boundaries. Other enhancements include more granular controls for Soperator, Nebius's managed Slurm-on-Kubernetes service, and Managed Kubernetes, including a new “Bring Your Own Image” (BYOI) feature for hardened or compliance-validated base images. The release introduces a new Budgets feature, letting FinOps teams set spending targets and threshold-based alerts across projects. Nebius AI Cloud 3.6 delivers local SSDs on GPU servers for high-performance caching, removing I/O bottlenecks during training and inference. A new Intelligent Object Storage Class automatically moves archived data to a lower-cost tier, with no request or egress fees. Using the Enhanced class, Object Storage shows 30% more read bandwidth for single-threaded client connections. On the shared filesystem, 4K file operations deliver 3x more IOPS, metadata-heavy workloads deliver up to 100x more IOPS, and validated cluster sizes now reach 100 PB. Nebius AI Cloud Aether 3.6 — at a glance: Developer experience: Nebius Echo, an AI agent for natural-language infrastructure control; Managed Service for SkyPilot; Unified Notification Center; Global Search; New instance creation workflow; Updated pricing calculator. Security and governance: KMS with customer-managed encryption keys (CMEK); Workload Identity Federation; Soperator IAM-based access; Managed Kubernetes API access control; Budgets; Bring Your Own Image (BYOI); Datadog Log Management integration; Disk snapshots. Storage and other platform improvements: Intelligent Object Storage Class with automatic cost-tier migration; 30% read Object Storage bandwidth improvement for single-thread connections; Local SSD disks on GPU servers; 3x more IOPS for 4K files operations and up to 100x more IOPS for metadata-heavy workloads for Shared Filesystem; Validated filesystem clusters size up to 100 PB; Kubernetes v1.34 support.
Recent Insider Transactions • Jun 16Independent Non-Executive Chairman recently sold €1.3m worth of stockOn the 15th of June, Johanna Boynton sold around 6k shares on-market at roughly €218 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.0m. This was Johanna's only on-market trade for the last 12 months.
공고 • Jun 09Nebius Launches Physical AI Living Lab For UK And European Robotics Startups Built With NVIDIA TechnologiesNebius announced the Physical AI Living Lab, a six-month program that equips British and European robotics startups with NVIDIA's physical AI development tools and Nebius's AI cloud infrastructure. Physical AI depends on large-scale simulation, synthetic data, and accelerated compute that most early-stage robotics companies cannot assemble on their own. The Physical AI Living Lab removes that barrier, putting the same class of tooling and compute used to build physical AI at scale into the hands of founders, so they can move from simulation to real-world deployment faster. The Lab builds on Nebius and NVIDIA's collaboration to create a cloud platform for robotics and physical AI. The companies intend to extend the Physical AI Living Lab to other regions over time and bring in further cohorts as the program grows. Participating startups in the Physical AI Living Lab will work hands-on using NVIDIA technologies to deploy their physical AI workloads — NVIDIA OSMO for workload orchestration, NVIDIA Cosmos world foundation models, and NVIDIA Isaac Sim and NVIDIA Isaac Lab for robot simulation and training — together with the NVIDIA Physical AI Data Factory Blueprint, all running on Nebius infrastructure. Synthetic data generation is provided through Voxel51's FiftyOne integration, built on Cosmos world foundation models. The first phase of the Physical AI Living Lab will run on Nebius's UK-based infrastructure, built on NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. Beyond the simulation and training tools, participants build, fine-tune and run their models on Nebius AI Cloud — the company's full-stack platform for taking AI from data and training through to production deployment. Applications run through the NVIDIA Inception pipeline. The first cohort will begin in September 2026. Engineers from both Nebius and NVIDIA will provide technical guidance throughout the program.
Recent Insider Transactions • Jun 06Chief Revenue Officer recently sold €2.6m worth of stockOn the 2nd of June, Marc Boroditsky sold around 11k shares on-market at roughly €237 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.0m. Insiders have been net sellers, collectively disposing of €9.6m more than they bought in the last 12 months.
Board Change • Jun 06High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Matt Weigand was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.