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Nebius Group N.V. Stock Price

NasdaqGS:NBIS Community·US$51.1b Market Cap
  • 4 Narratives written by author
  • 3 Comments on narratives written by author
  • 604 Fair Values set on narratives written by author

NBIS Share Price Performance

US$171.77
118.08 (219.93%)
US$245.43
Fair Value
US$171.77
118.08 (219.93%)
30.0% undervalued intrinsic discount
US$245.43
Fair Value
Price US$171.77
AnalystConsensusTarget US$245.43
AnalystHighTarget US$373.47
HedgeY US$45.62

NBIS Community Narratives

·
Fair Value US$245.43 30.0% undervalued intrinsic discount

NBIS: Winning The $17.4B Microsoft Deal Will Drive Market Outperformance

6users have liked this narrative
1users have commented on this narrative
247users have followed this narrative
·
Fair Value US$373.47 54.0% undervalued intrinsic discount

Cloud And AI Expansion Will Fuel Digital Transformation Amid Uncertainties

2users have liked this narrative
0users have commented on this narrative
75users have followed this narrative
Fair Value
·
Fair Value US$45.62 276.5% overvalued intrinsic discount

Clear path to profitability

5users have liked this narrative
2users have commented on this narrative
56users have followed this narrative
US$45.62
276.5% overvalued intrinsic discount
Fair Value
Revenue
17% p.a.
Profit Margin
2.34%
Future PE
48.54x
Price in 2030
US$76.07
US$245.43
30.0% undervalued intrinsic discount
Revenue
203.43% p.a.
Profit Margin
3.34%
Future PE
120.12x
Price in 2029
US$313.79
US$120
43.1% overvalued intrinsic discount
Revenue
179.17% p.a.
Profit Margin
11.87%
Future PE
21.27x
Price in 2029
US$153.69

Trending Discussion

No trending discussion available.

Updated Narratives

NBIS logo

Clear path to profitability

Fair Value: US$45.62 276.5% overvalued intrinsic discount
56 users have set this as their fair value
2 users have commented on this narrative
0 users have liked this narrative
NBIS logo

NBIS: Meta Megadeal And Nvidia Backing Will Drive AI Compute Capacity

Fair Value: US$373.47 54.0% undervalued intrinsic discount
75 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
NBIS logo

NBIS: Meta Cloud Ambitions Will Challenge Future Neocloud Premium Multiple

Fair Value: US$245.43 30.0% undervalued intrinsic discount
247 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential with mediocre balance sheet.

3 Risks
2 Rewards

Nebius Group N.V. Key Details

US$877.9m

Revenue

US$245.3m

Cost of Revenue

US$632.6m

Gross Profit

-US$102.7m

Other Expenses

US$735.3m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
2.87
72.06%
83.76%
116.7%
View Full Analysis

About NBIS

Founded
1989
Employees
1543
CEO
Arkady Volozh
WebsiteView website
nebius.com

Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally. It offers Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. The company also provides 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. It has a strategic alliance with NVIDIA Corporation to support the expansion of the company’s AI cloud infrastructure. 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 based in Schiphol, the Netherlands.

Recent NBIS News & Updates

Narrative Update 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.

Recent updates

No updates