NBIS Share Price Performance
US$88.88
66.76 (301.81%)
46.5% undervalued intrinsic discount
US$166.00
Fair Value
Price US$88.88
AnalystConsensusTarget US$166.00
AnalystHighTarget US$130.00
HedgeY US$45.62
Fair ValueUS$166.00
Share Pricen/a
Nebius Group N.V. Stock Price
- 4 Narratives written by author
- 2 Comments on narratives written by author
- 379 Fair Values set on narratives written by author
NBIS Community Narratives
AN
Fair Value US$166 46.5% undervalued intrinsic discount
NBIS: Winning The $17.4B Microsoft Deal Will Drive Market Outperformance
3users have liked this narrative
0users have commented on this narrative
169users have followed this narrative
AN
Fair Value US$130 31.6% undervalued intrinsic discount
Cloud And AI Expansion Will Fuel Digital Transformation Amid Uncertainties
0users have liked this narrative
0users have commented on this narrative
26users have followed this narrative
HE
Fair Value US$45.62 94.8% overvalued intrinsic discount
Clear path to profitability
4users have liked this narrative
2users have commented on this narrative
39users have followed this narrative
Clear path to profitability
Nebius Group (NASDAQ: NBIS) is a high-growth AI infrastructure provider with a clear path to profitability and strong competitive advantages. Firm created by Volozh who led Yandex, by carving out the non-Russia operations of Yandex.Read more
4users have liked this narrative
2users have commented on this narrative
39users have followed this narrative
HE
US$45.62
94.8% overvalued intrinsic discount
HedgeY Fair Value
Revenue growth
17% p.a.
Profit Margin
2.34%
Future PE
48.54x
Share price in 2030
US$76.07
NBIS: Winning The $17.4B Microsoft Deal Will Drive Market Outperformance
Key Takeaways Intensifying competition, open-source adoption, and regulatory hurdles threaten Nebius Group's profitability, margin stability, and expansion prospects in key markets. High capital requirements and limited global brand recognition may constrain sustainable earnings, customer diversification, and long-term growth opportunities.Read more
3users have liked this narrative
0users have commented on this narrative
169users have followed this narrative
AN
US$166
46.5% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
203.51% p.a.
Profit Margin
2.49%
Future PE
258.31x
Share price in 2028
US$211.38
Cloud And AI Expansion Will Fuel Digital Transformation Amid Uncertainties
Key Takeaways Industry-leading AI infrastructure and proprietary technology position Nebius for rapid growth, premium margins, and increased customer lock-in as enterprise AI adoption accelerates. Flexible funding from strategic equity stakes enables aggressive expansion and reinvestment, supporting high growth and a premium market valuation across diverse geographies.Read more
0users have liked this narrative
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26users have followed this narrative
AN
US$130
31.6% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
175.27% p.a.
Profit Margin
12.66%
Future PE
72.75x
Share price in 2028
US$163.77
Rising Capital Expenditures And Regulatory Costs Will Erode Margins
Key Takeaways Aggressive expansion and high capital and R&D spending may drive persistent losses and margin pressure, with profitability not expected soon. Regulatory, geopolitical, and competitive challenges risk limiting growth, pricing power, and global scale amid intensifying cloud infrastructure competition.Read more
0users have liked this narrative
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10users have followed this narrative
AN
US$75
18.5% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
123.13% p.a.
Profit Margin
13.03%
Future PE
76.72x
Share price in 2028
US$94.65
Recently Updated Narratives
HE
Clear path to profitability
Fair Value: US$45.62 94.8% overvalued intrinsic discount
39 followersusers have followed this narrative
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
NBIS: Winning The $17.4B Microsoft Deal Will Drive Market Outperformance
Fair Value: US$166 46.5% undervalued intrinsic discount
169 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Rising Capital Expenditures And Regulatory Costs Will Erode Margins
Fair Value: US$75 18.5% overvalued intrinsic discount
10 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Nebius Group N.V. Key Details
About NBIS
- Founded
- 1989
- Employees
- 1371
- CEO
- WebsiteView website
Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel. The company offers Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. It also provides Toloka, a data partner for various stages of generative AI development; TripleTen, an edtech platform for re-skilling individuals for careers in technolgy; and Avride, which develops autonomous driving technology for self-driving cars and delivery robotics. The company was formerly known as Yandex N.V. and changed its name to Nebius Group N.V. in August 2024. Nebius Group N.V. was founded in 1989 and is headquartered in Amsterdam, the Netherlands.
