Hisse fiyatlarındaki yükseliş, düşüş ve değişimlerin özeti Nebius Group
Tarihsel hisse senedi fiyatları
Güncel Hisse Fiyatı	US$227.81
52 Haftanın En Yüksek Seviyesi	US$278.84
52 Haftanın En Düşük Seviyesi	US$43.89
Beta	1.43
1 Aylık Değişim	16.77%
3 Aylık Değişim	155.02%
1 Yıllık Değişim	371.85%
3 Yıllık Değişim	n/a
5 Yıllık Değişim	224.24%
Halka arzdan bu yana değişim	486.53%

Son Haberler & Güncellemeler

Seeking Alpha • 8h

Nebius Is Priced For Flawless Delivery

Summary Nebius is executing ahead of targets, with contracted power exceeding 3.5 GW and Q1 revenue up 684% YoY to $399M. Substantial de-risking is evident via $47B in committed contracts (Microsoft, Meta), $4.8B in prepayments, and a $2B NVIDIA equity investment. I am equal weight with a $220 PT; risk/reward is negatively skewed at $250, with a more compelling entry below $190, or 6.5x FY27E revenue. Unit economics clear the cost of capital narrowly; equity upside depends on re-contracting at held prices and software attach, both unproven at scale. Read the full article on Seeking Alpha

Anlatı Güncellemesi • 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.

Anlatı Güncellemesi • 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.

Recent updates

Seeking Alpha • 8h

Nebius Is Priced For Flawless Delivery

Anlatı Güncellemesi • Jun 03

NBIS: Meta AI Deals And Power Buildout Will Drive Measured Future Upside

Anlatı Güncellemesi • May 15

NBIS: Meta AI Megadeal And Nvidia Backing Will Support Future Capacity

Anlatı Güncellemesi • 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.

Anlatı Güncellemesi • 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.

Anlatı Güncellemesi • 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.

Anlatı Güncellemesi • 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.

Anlatı Güncellemesi • 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.

Anlatı Güncellemesi • 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.

Anlatı Güncellemesi • 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.

Anlatı Güncellemesi • 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.

Anlatı Güncellemesi • 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.

Anlatı Güncellemesi • 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.

Anlatı Güncellemesi • 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.

Anlatı Güncellemesi • 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.

Anlatı Güncellemesi • 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.

Anlatı Güncellemesi • 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.

Anlatı Güncellemesi • 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.

Anlatı Güncellemesi • 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.

Anlatı Güncellemesi • 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.

Yeni Anlatı • 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 Alpha

Seeking 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 Alpha

Seeking 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 Alpha

Seeking 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 Alpha

Seeking 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 Alpha

Seeking 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 Alpha

Seeking 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 Alpha

Seeking 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 Alpha

Seeking 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 Alpha

Seeking 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 Alpha

Seeking 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 Alpha

Seeking 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 Alpha

Seeking 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 Alpha

Seeking 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

Seeking Alpha • Nov 13

Nebius Group: Well-Positioned To Be An AI Megatrend Winner

Summary A great deal of money is made in Global Megatrends. Several of the Magnificent Seven were winners of the Internet Megatrend, the biggest value creation in history. AI is most likely the next Megatrend and Nebius is our top candidate to play the theme. Nebius's strong founder has already built a business worth $30 billion. He bested Google in that venture. Business leaders who won once are more likely to win again. Google investors multiplied their money 20 times over 20 years. Nebius could be in a similar situation. Read the full article on Seeking Alpha

Seeking Alpha • Nov 05

Nebius Group: More Growth Ahead

Summary Nebius Group's stock showed solid growth in the first days of trading, reaching my target fair value of $23. The company's data center in Finland and co-location data center in Paris represent a great opportunity for Nebius's revenue growth. Capital expenditures for data center expansion are substantial, but the company has sufficient liquidity reserves to meet these needs without an immediate need to raise new capital. My new fair valuation for Nebius Group is $5.43 billion, or $26.9 per share, reflecting positive revenue updates. Read the full article on Seeking Alpha

Hissedar Getirileri

	NBIS	US Software	US Pazar
7D	-1.4%	-6.8%	-2.9%
1Y	371.9%	-9.3%	23.5%

Getiri vs. Endüstri: NBIS geçen yıl % -9.3 oranında getiri sağlayan US Software sektörünü aştı.

Getiri vs Piyasa: NBIS geçen yıl % 23.5 oranında getiri sağlayan US Piyasasını aştı.

Fiyat Oynaklığı

Is NBIS's price volatile compared to industry and market?
NBIS volatility
NBIS Average Weekly Movement	15.4%
Software Industry Average Movement	10.1%
Market Average Movement	7.2%
10% most volatile stocks in US Market	16.6%
10% least volatile stocks in US Market	3.1%

İstikrarlı Hisse Senedi Fiyatı: NBIS hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.

Zaman İçindeki Volatilite: NBIS 'nin haftalık oynaklığı ( 15% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.

Şirket Hakkında

Kuruldu	Çalışanlar	CEO	Web sitesi
1989	1,543	Arkady Volozh	nebius.com

Bir teknoloji şirketi olan Nebius Group N.V., Amerika Birleşik Devletleri, Birleşik Krallık ve uluslararası alanda küresel yapay zeka endüstrisine hizmet etmek için tam yığın altyapı inşa etmektedir. Nebius, büyük ölçekli GPU kümeleri, bulut platformları ve geliştiriciler için araçlar ve hizmetler de dahil olmak üzere yapay zeka için tam yığın altyapı oluşturmaktadır. Şirket ayrıca, bireyleri teknoloji alanında kariyer için yeniden beceri kazandırmaya yönelik bir eğitim teknolojisi platformu olan TripleTen'i ve sürücüsüz otomobiller ve teslimat robotları için otonom sürüş teknolojisi geliştiren Avride'ı da sunmaktadır.

Nebius Group N.V. Temel Bilgiler Özeti

Nebius Group'un kazançları ve gelirleri piyasa değeriyle nasıl karşılaştırılır?
NBIS temel i̇stati̇sti̇kler
Piyasa değeri	US$66.49b
Kazançlar(TTM)	US$735.30m
Gelir(TTM)	US$877.90m

79.3x

F/K Oranı

66.4x

P/S Oranı

NBIS aşırı değerli mi?

Gerçeğe Uygun Değer ve değerleme analizine bakınız

Kazanç ve Gelir

En son kazanç raporundan temel karlılık istatistikleri (TTM)
NBIS gelir tablosu (TTM)
Gelir	US$877.90m
Gelir Maliyeti	US$245.30m
Brüt Kâr	US$632.60m
Diğer Giderler	-US$102.70m
Kazançlar	US$735.30m

Son Raporlanan Kazançlar

Mar 31, 2026

Sonraki Kazanç Tarihi

n/a

Hisse başına kazanç (EPS)	2.87
Brüt Marj	72.06%
Net Kâr Marjı	83.76%
Borç/Özkaynak Oranı	116.7%

NBIS uzun vadede nasıl bir performans gösterdi?

Geçmiş performansı ve karşılaştırmayı görün

Şirket Analizi ve Finansal Veri Durumu

Veri	Son Güncelleme (UTC saati)
Şirket Analizi	2026/06/05 23:44
Gün Sonu Hisse Fiyatı	2026/06/05 00:00
Kazançlar	2026/03/31
Yıllık Kazançlar	2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

Paket	Veri	Zaman Çerçevesi	Örnek ABD Kaynağı ^*
Şirket Finansalları	10 yıl	Gelir tablosu Nakit akış tablosu Bilanço	SEC Form 10-K SEC Form 10-Q
Analist Konsensüs Tahminleri	+3 yıl	Finansal tahminler Analist fiyat hedefleri	Analist Araştırma Raporları Blue Matrix
Piyasa Fiyatları	30 yıl	Hisse senedi fiyatları Temettüler, Bölünmeler ve Eylemler	ICE Piyasa Verileri SEC Form S-1
Sahiplik	10 yıl	En büyük hissedarlar İçeriden öğrenenlerin ticareti	SEC Form 4 SEC Form 13D
Yönetim	10 yıl	Liderlik ekibi Yönetim Kurulu	SEC Form 10-K SEC Form DEF 14A
Önemli Gelişmeler	10 yıl	Şirket duyuruları	SEC Form 8-K

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Nebius Group N.V. 32 Bu analistlerden 18, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

Analist	Kurum
Andrew Charles Beale	Arete Research Services LLP
Boris Vilidnitsky	Barclays
Stefan Julien Slowinski	BNP Paribas

Nebius Group (NBIS) Hisse Özeti

Ödüller

Risk Analizi

Analyst Price Targets

Cloud And AI Expansion Will Fuel Digital Transformation Amid Uncertainties

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

Rising Capital Expenditures And Regulatory Costs Will Erode Margins

Top Community Narratives

Clear path to profitability

Top Community Narratives

Clear path to profitability

Top Analyst Narratives

Cloud And AI Expansion Will Fuel Digital Transformation Amid Uncertainties

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

Rising Capital Expenditures And Regulatory Costs Will Erode Margins

Nebius Group N.V. Rakipler

Fortinet

ServiceNow

Check Point Software Technologies

Gen Digital

Fiyat Geçmişi ve Performans

Son Haberler & Güncellemeler

Nebius Is Priced For Flawless Delivery

Chief Revenue Officer recently sold US$3.0m worth of stock

Nebius Group Shares Soar Following Major AI Cloud Contracts and Strong First-Quarter Profitability

NBIS: Meta AI Deals And Power Buildout Will Drive Measured Future Upside

Consensus estimates of losses per share improve by 57%

NBIS: Meta AI Megadeal And Nvidia Backing Will Support Future Capacity

Recent updates

Nebius Is Priced For Flawless Delivery

Chief Revenue Officer recently sold US$3.0m worth of stock

Nebius Group Shares Soar Following Major AI Cloud Contracts and Strong First-Quarter Profitability

NBIS: Meta AI Deals And Power Buildout Will Drive Measured Future Upside

Consensus estimates of losses per share improve by 57%

NBIS: Meta AI Megadeal And Nvidia Backing Will Support Future Capacity

Price target increased by 17% to US$200

Full year 2025 earnings released: EPS: US$0.04 (vs US$1.25 loss in FY 2024)

Nebius Group N.V. to Report Q1, 2026 Results on May 13, 2026

NBIS: Contract Concentration And Rising Debt Load Will Pressure Future Returns

TD SYNNEX Expands AI Infrastructure-As-A-Service Portfolio With Dedicated NVIDIA HGX B300 Clusters On Nebius AI Cloud

NBIS: Meta AI Contracts And Nvidia Partnership Will Support Future Capacity Expansion

Nebius Reportedly in Talks to Acquire AI21 Labs

Chief Technology Officer recently sold US$1.3m worth of stock

NBIS: Meta AI Contract Will Drive Long Term Capacity Expansion

Nebius Unveils Nebius AI Cloud 3.5 And Introduces Serverless AI, NVIDIA RTX PRO 6000 Blackwell Server Edition, And Data Transfer Service

Consensus EPS estimates fall by 17%

NBIS: Meta AI Infrastructure Contracts Will Support Future Capacity Expansion

Price target increased by 8.6% to US$160

New major risk - Revenue and earnings growth

Nebius Group N.V. announced that it has received $2 billion in funding from NVIDIA Corporation

Nebius Announces Appointment of Dan Lawrence as Senior Vice President for the Americas

NBIS: Debt Funding And Contract Concentration Will Pressure Future Share Price

NBIS: Microsoft Contract And 2.5GW Power Sourcing Will Support Future Capacity

New major risk - Earnings quality

Full year 2025 earnings released: EPS: US$0.12 (vs US$1.40 loss in FY 2024)

Nebius Group N.V. (NasdaqGS:NBIS) entered into an agreement to acquire AlphaAI Technologies Inc.

NBIS: Long Term AI Power Contracts Will Support Future Capacity Utilization

Price target decreased by 7.9% to US$147

Nebius Group N.V. to Report Q4, 2025 Results on Feb 12, 2026

NBIS: Long Term Power Contracts And Capacity Buildout Will Support AI Demand

Nebius to Offer NVIDIA Vera Rubin NVL72 in US and Europe from H2 2026

NBIS: Power Capacity Expansion Will Support Future AI Infrastructure Demand

Nebius Announces Nebius AI Cloud 3.1 Delivers Next-Generation NVIDIA Blackwell Ultra Compute with Transparent Capacity Management for AI at Scale

NBIS: AI Power Demand May Not Justify Elevated Share Price

New major risk - Revenue and earnings growth

NBIS: Multi-Billion Dollar Microsoft Deal Will Accelerate Capacity Expansion

Now 25% undervalued

NBIS: Strong Multi-Billion Dollar Contracts Will Drive Capacity Demand Higher

Nebius Group N.V. has filed a Follow-on Equity Offering.

New major risk - Earnings quality

Third quarter 2025 earnings: EPS and revenues miss analyst expectations

Nebius Launches Nebius Token Factory to Deliver Production AI Inference at Scale

Now 25% undervalued

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

Nebius Group N.V. to Report Q3, 2025 Results on Nov 11, 2025

Now 22% undervalued

Overvaluation Will Crumble Under Intensifying Regulatory And Cost Pressures

Nebius Introduces Nebius AI Cloud 3.0 "Aether", Delivering Enterprise-Grade Security, Compliance, and Control for AI Deployment at Scale

Overvaluation Will Crumble Under Intensifying Regulatory And Cost Pressures

Now 23% undervalued