Nebius Group Inkomsten in het verleden
Verleden criteriumcontroles 1/6
De winst van Nebius Group is gedaald met een gemiddeld jaarlijks percentage van -2.2%, terwijl de winst van de Software -industrie jaarlijks groeide met 27.2%. De inkomsten zijn daalde met een gemiddeld percentage van 35.1% per jaar. Het rendement op het eigen vermogen Nebius Group bedraagt 10.2% en de nettomarge bedraagt 83.8%.
Belangrijke informatie
-2.20%
Groei van de winst
1.51%
Groei van de winst per aandeel
| Software Groei van de industrie | 17.33% |
| Inkomstengroei | -35.09% |
| Rendement op eigen vermogen | 10.15% |
| Nettomarge | 83.76% |
| Volgende winstupdate | 12 Aug 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Seeking Alpha • Aug 03
Nebius: Too Cheap To Ignore
Summary Nebius is poised for expansion, with potential data center deployment in India signaling increased growth beyond its current North America, Europe, and Israel footprint. Recent job postings in India suggest Nebius may exceed its current 2030 guidance of 5 GW, possibly reaching over 7 GW in capacity. Nvidia’s 9.3% stake in Nebius enhances technology access and customer security, though the stake is tied to warrants from March and cannot be sold before September 2026. Despite shifting to a net debt position in Q2, Nebius’s asset-backed financing and strong contract backlog ($40B from MSFT and META) support ongoing capital-intensive growth. Read the full article on Seeking Alpha
Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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 AlphaOpbrengsten en kosten
Opbrengsten en kosten
Hoe Nebius Group geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Mar 26 | 878 | 735 | 463 | 208 |
| 31 Dec 25 | 530 | 10 | 380 | 177 |
| 30 Sep 25 | 363 | 114 | 326 | 171 |
| 30 Jun 25 | 249 | 190 | 285 | 158 |
| 31 Mar 25 | 130 | -325 | 262 | 124 |
| 31 Dec 24 | 92 | -352 | 256 | 115 |
| 30 Sep 24 | -5,834 | -852 | -1,563 | -583 |
| 30 Jun 24 | -3,964 | -742 | -986 | -372 |
| 31 Mar 24 | 8,657 | 129 | 2,846 | 1,114 |
| 31 Dec 23 | 10 | -299 | 160 | 87 |
| 30 Sep 23 | 7,330 | 319 | 2,339 | 939 |
| 30 Jun 23 | 7,196 | 745 | 2,275 | 922 |
| 31 Mar 23 | 7,456 | 749 | 2,340 | 971 |
| 31 Dec 22 | 14 | -180 | 57 | 58 |
| 30 Sep 22 | 7,762 | 500 | 2,620 | 1,114 |
| 30 Jun 22 | 7,808 | -302 | 2,726 | 1,142 |
| 31 Mar 22 | 4,782 | -321 | 1,724 | 696 |
| 31 Dec 21 | 4,759 | -196 | 1,642 | 648 |
| 30 Sep 21 | 4,360 | -136 | 1,438 | 611 |
| 30 Jun 21 | 3,890 | 211 | 1,196 | 570 |
| 31 Mar 21 | 3,233 | 211 | 957 | 521 |
| 31 Dec 20 | 2,946 | 333 | 849 | 490 |
| 30 Sep 20 | 2,554 | 326 | 747 | 443 |
| 30 Jun 20 | 2,601 | 112 | 769 | 455 |
| 31 Mar 20 | 2,356 | 199 | 679 | 381 |
| 31 Dec 19 | 2,826 | 204 | 810 | 471 |
| 30 Sep 19 | 2,507 | 293 | 676 | 416 |
| 30 Jun 19 | 2,374 | 303 | 638 | 397 |
| 31 Mar 19 | 2,108 | 709 | 581 | 365 |
| 31 Dec 18 | 1,832 | 660 | 513 | 324 |
| 30 Sep 18 | 1,781 | 688 | 515 | 335 |
| 30 Jun 18 | 1,712 | 650 | 523 | 333 |
| 31 Mar 18 | 1,751 | 181 | 528 | 351 |
| 31 Dec 17 | 1,629 | 159 | 465 | 327 |
| 30 Sep 17 | 1,534 | 113 | 443 | 310 |
| 30 Jun 17 | 1,427 | 136 | 372 | 291 |
| 31 Mar 17 | 1,424 | 117 | 348 | 293 |
| 31 Dec 16 | 1,234 | 111 | 291 | 257 |
| 30 Sep 16 | 1,145 | 134 | 248 | 241 |
| 30 Jun 16 | 1,065 | 161 | 215 | 226 |
| 31 Mar 16 | 953 | 128 | 187 | 208 |
| 31 Dec 15 | 832 | 135 | 161 | 187 |
| 30 Sep 15 | 859 | 219 | 149 | 190 |
Kwaliteitswinsten: NBIS heeft een hoog niveau van non-cash earnings.
Groeiende winstmarge: NBIS is in het verleden winstgevend geweest.
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van NBIS is de afgelopen 5 jaar met 2.2% per jaar gedaald.
Versnelling van de groei: NBIS is het afgelopen jaar winstgevend geworden, waardoor de winstgroei moeilijk te vergelijken is met het 5-jarig gemiddelde.
Winst versus industrie: NBIS is het afgelopen jaar winstgevend geworden, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Software -sector ( 20.4% ).
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 10.2% ) van NBIS wordt als laag beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/05 03:56 |
| Aandelenkoers aan het einde van de dag | 2026/08/05 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Nebius Group N.V. wordt gevolgd door 33 analisten. 19 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Robert Oliver | Baird |
| Boris Vilidnitsky | Barclays |