Nebius Group Gelecekteki Büyüme
Future kriter kontrolleri 5/6
Nebius Group kazanç ve gelirin sırasıyla yıllık 34.5% ve 46.9% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 20.2% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde -16.6% olacağı tahmin edilmektedir.
Anahtar bilgiler
34.5%
Kazanç büyüme oranı
20.19%
EPS büyüme oranı
| Software kazanç büyümesi | 20.2% |
| Gelir büyüme oranı | 46.9% |
| Gelecekteki özkaynak getirisi | -16.59% |
| Analist kapsamı | Good |
| Son güncelleme | 21 Jul 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Seeking Alpha • Jul 20
Nebius: Down 38%, Either Wait Or Stage In Slowly
Summary Nebius shows extraordinary revenue growth and margins, but the current valuation offers no margin of safety. I assign a Hold rating, suggesting a cautious 1-2% starter position and a full buy zone around $100 per share. NBIS faces macro risks from elevated rates, AI infrastructure oversupply, and potential margin compression as GPU scarcity fades. Long-term upside depends on improved price/cash economics, contracted demand, and disciplined capital allocation amid sector euphoria. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.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.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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaKazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 21,564 | 184 | -17,553 | 18,823 | 12 |
| 12/31/2027 | 11,452 | -739 | -21,400 | 3,828 | 18 |
| 12/31/2026 | 3,389 | -576 | -18,740 | 5,686 | 18 |
| 3/31/2026 | 878 | 735 | -3,155 | 2,840 | N/A |
| 12/31/2025 | 530 | 10 | -3,681 | 385 | N/A |
| 9/30/2025 | 363 | 114 | -2,952 | -524 | N/A |
| 6/30/2025 | 249 | 190 | -2,144 | -499 | N/A |
| 3/31/2025 | 130 | -325 | N/A | N/A | N/A |
| 12/31/2024 | 92 | -352 | -562 | 246 | N/A |
| 9/30/2024 | -5,834 | -852 | 745 | 523 | N/A |
| 6/30/2024 | -3,964 | -742 | 878 | 788 | N/A |
| 3/31/2024 | 8,657 | 129 | N/A | N/A | N/A |
| 12/31/2023 | 10 | -299 | 747 | 830 | N/A |
| 9/30/2023 | 7,330 | 319 | -304 | 582 | N/A |
| 6/30/2023 | 7,196 | 745 | 10 | 681 | N/A |
| 3/31/2023 | 7,456 | 749 | 319 | 879 | N/A |
| 12/31/2022 | 14 | -180 | 682 | 697 | N/A |
| 9/30/2022 | 7,762 | 500 | -41 | 776 | N/A |
| 6/30/2022 | 7,808 | -302 | -562 | 412 | N/A |
| 3/31/2022 | 4,782 | -321 | -767 | -41 | N/A |
| 12/31/2021 | 4,759 | -196 | -472 | 124 | N/A |
| 9/30/2021 | 4,360 | -136 | -287 | 165 | N/A |
| 6/30/2021 | 3,890 | 211 | -5 | 393 | N/A |
| 3/31/2021 | 3,233 | 211 | 103 | 443 | N/A |
| 12/31/2020 | 2,946 | 333 | 109 | 440 | N/A |
| 9/30/2020 | 2,554 | 326 | 157 | 452 | N/A |
| 6/30/2020 | 2,601 | 112 | 103 | 434 | N/A |
| 3/31/2020 | 2,356 | 199 | 262 | 529 | N/A |
| 12/31/2019 | 2,826 | 204 | N/A | 715 | N/A |
| 9/30/2019 | 2,507 | 293 | N/A | 684 | N/A |
| 6/30/2019 | 2,374 | 303 | N/A | 590 | N/A |
| 3/31/2019 | 2,108 | 709 | N/A | 511 | N/A |
| 12/31/2018 | 1,832 | 660 | N/A | 405 | N/A |
| 9/30/2018 | 1,781 | 688 | N/A | 415 | N/A |
| 6/30/2018 | 1,712 | 650 | N/A | 364 | N/A |
| 3/31/2018 | 1,751 | 181 | N/A | 407 | N/A |
| 12/31/2017 | 1,629 | 159 | N/A | 412 | N/A |
| 9/30/2017 | 1,534 | 113 | N/A | 377 | N/A |
| 6/30/2017 | 1,427 | 136 | N/A | 417 | N/A |
| 3/31/2017 | 1,424 | 117 | N/A | 454 | N/A |
| 12/31/2016 | 1,234 | 111 | N/A | 411 | N/A |
| 9/30/2016 | 1,145 | 134 | N/A | 408 | N/A |
| 6/30/2016 | 1,065 | 161 | N/A | 407 | N/A |
| 3/31/2016 | 953 | 128 | N/A | 359 | N/A |
| 12/31/2015 | 832 | 135 | N/A | 269 | N/A |
| 9/30/2015 | 859 | 219 | N/A | 271 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: NBIS 'nin tahmini kazanç büyümesi (yıllık 34.5% ) tasarruf oranının ( 3.5% ) üzerindedir.
Kazançlar ve Piyasa: NBIS şirketinin kazançlarının (yıllık 34.5% ) US pazarından (yıllık 17.8% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: NBIS şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: NBIS şirketinin gelirinin (yıllık 46.9% ) US pazarından (yıllık 12.8% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: NBIS şirketinin gelirinin (yıllık 46.9% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: NBIS 3 yıl içinde kârsız olması bekleniyor.
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/23 22:04 |
| Gün Sonu Hisse Fiyatı | 2026/07/23 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 |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* 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 kullanacağınıza dair 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 |
| Robert Oliver | Baird |
| Boris Vilidnitsky | Barclays |