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NBIS Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
224.970
Open
216.250
VWAP
214.73
Vol
14.92M
Mkt Cap
54.09B
Low
206.210
Amount
3.20B
EV/EBITDA(TTM)
3.13K
Total Shares
253.90M
EV
53.90B
EV/OCF(TTM)
--
P/S(TTM)
62.27
Nebius Group NV is a Netherlands-based infrastructure company operating in the technology industry. The Company is engaged in developing a portfolio of artificial intelligence-related technology assets. It is involved in creating an artificial intelligence-centric player to integrate the essential elements of artificial intelligence development with infrastructure, data and advisory globally. It offers products and services such as a cloud platform for artificial intelligence-related workloads, development team services for autonomous vehicles, development of generative artificial intelligence. Nebius builds full-stack infrastructure to service the growth of the global AI industry, including GPU clusters, cloud platforms and tools and services for developers. Company is developing three other businesses that operate under their own brands: Toloka AI, TripleTen and Avride.
Show More

Events Timeline

(ET)
2026-07-01
15:00:00
Roth Capital: Meta's Cloud Business Plan Boosts Stock by 10%
select
2026-07-01
12:30:00
Nebius Stock Drops 14.0% to $237.38
select
2026-07-01
12:00:00
Meta Plans Cloud Infrastructure Business, CoreWeave Shares Drop
select
2026-07-01
10:30:00
Nebius Shares Drop 12.3% to $242.21
select
2026-06-24 (ET)
2026-06-24
09:31:00
Nebius Selects Komodor to Accelerate Kubernetes Troubleshooting
select

News

Fool
8.5
12:05 PMFool
Meta's Plans to Compete in Cloud Computing Market Impact Neocloud Providers
  • Stock Price Volatility: Following news of Meta's plans to enter the cloud computing market, CoreWeave's stock plummeted nearly 14% in a single day, while Nebius dropped 17%, reflecting market concerns about the future prospects of both companies, especially with Meta as a customer.
  • Massive Contract Expansion: CoreWeave expanded its agreement with Meta in April 2023 to provide cloud computing capacity through 2032, valued at $21 billion, while Nebius announced in March it would provide $12 billion in cloud capacity, showcasing the strong collaborative potential in the AI data center sector.
  • Sustained Demand Growth: Despite the competitive threat from Meta, demand for AI data centers from CoreWeave and Nebius remains robust, with CoreWeave noting that its 2026 capacity is largely sold out and 30% of its $99.4 billion revenue backlog comes from foundational AI labs, indicating urgent market demand for their services.
  • Investment Opportunity Emerges: Although Meta's plans could impact CoreWeave and Nebius, the demand for AI data centers far exceeds supply, making the current stock price pullback a buying opportunity, particularly as CoreWeave's price-to-sales ratio is only 6.6, indicating potential investment value.
NASDAQ.COM
8.5
12:03 PMNASDAQ.COM
Meta Enters AI Data Center Market, Impact on CoreWeave and Nebius
  • Increased Competition: Meta's plan to enter the AI data center market led to a 14% and 17% drop in CoreWeave and Nebius shares respectively, indicating market concerns over new competition that could impact future revenue growth for both companies.
  • Shifting Customer Dynamics: CoreWeave's agreement with Meta has been extended to 2032, valued at $21 billion, while Nebius has committed to providing $12 billion in cloud computing capacity, highlighting the importance of their business relationships despite increased competition.
  • Strong Demand Continues: CoreWeave's AI cloud platform demand is nearing saturation for 2026, with 30% of its $99.4 billion revenue backlog coming from foundational AI labs, showcasing its robust market position and growth potential.
  • Optimistic Industry Outlook: According to Goldman Sachs, U.S. data center power demand is projected to double to 66GW by 2027, indicating that the demand for AI data centers will continue to grow, positioning CoreWeave and Nebius to benefit from this trend.
stocktwits
2.0
08:10 AMstocktwits
Nebius Stock Pullback Amid Meta Cloud Plans, Yet Investor Sentiment Remains Bullish
  • Stock Pullback: Nebius shares fell 2.4% recently, now down 29% from the June 18 peak, although still up 155% year-to-date, indicating a divergence in market sentiment regarding its future prospects.
  • Investor Sentiment: Despite the price drop, Stocktwits sentiment for NBIS rose 44% over the past week, turning ‘bullish’ on Tuesday, reflecting retail investors' views on the current price as a buying opportunity.
  • Competitive Pressure: Reports of Meta's plans to launch a cloud computing business led to a 17% and 14% drop in Nebius and CoreWeave shares, respectively; however, analysts argue that Meta's expansion will drive growth rather than hinder the neocloud market.
  • Expansion Plans: Nebius recently announced a £1.7 billion ($2.3 billion) investment to establish three data centers in the UK and plans for a 310-megawatt data center in Finland, valued at over $10 billion, highlighting its potential as a key AI hyperscaler.
NASDAQ.COM
7.5
06:03 AMNASDAQ.COM
AI Drives Stock Market Performance with Key Players
  • Nvidia's Dominance: Nvidia has become the world's largest publicly traded company with a market cap of $4.7 trillion, capturing 70% of AI infrastructure spending, and is projected to earn $35 billion from the $650 billion industry expenditure, highlighting its significant influence in the AI sector.
  • Nebius Partnership Expansion: Nebius Group's $2 billion investment agreement with Nvidia will enable it to deploy over 5 gigawatts of computing capacity by the end of 2030, further solidifying its position in the AI cloud services market, alongside a $19.4 billion infrastructure deal with Microsoft.
  • Sandisk's Breakthrough Growth: Sandisk's stock has surged over 600% in 2026, making it the best-performing stock in the S&P 500, with data center sales reaching $1.46 billion, a 645% year-over-year increase, underscoring its critical role in AI data storage demands.
  • Palantir's Revenue Surge: Palantir's commercial revenue jumped 133% year-over-year to $595 million in Q1, prompting management to raise its full-year guidance to $7.65 billion to $7.662 billion, reflecting strong growth potential in the AI-driven software market.
Fool
8.5
05:06 AMFool
AI Drives Stock Market Surge with Key Players
  • Market Performance: Over the past year, the Nasdaq CTA Artificial Intelligence Index has surged more than 60%, significantly outperforming the Nasdaq Composite's 25% gain, indicating a robust AI trend that has attracted substantial investor interest.
  • Nvidia's Dominance: Nvidia (NVDA), with its graphics processing units (GPUs) playing a crucial role in the AI sector, has become the world's largest publicly traded company with a market cap of $4.7 trillion, and is expected to capture $35 billion from the $650 billion industry spending, further solidifying its market leadership.
  • Nebius Infrastructure Investment: Nebius Group has secured a $2 billion partnership with Nvidia to deploy over 5 gigawatts of computing capacity by the end of 2030, which is anticipated to drive rapid expansion in the AI cloud services market to meet increasing industry demand.
  • Palantir's Business Growth: Palantir Technologies reported a 133% year-over-year increase in commercial revenue for the first quarter, reaching $595 million, prompting management to raise its full-year revenue guidance to between $7.65 billion and $7.662 billion, showcasing the strong performance of its AI platforms in commercial applications.
NASDAQ.COM
8.5
07-04NASDAQ.COM
Nebius Group's Cloud Infrastructure Sees Explosive Growth
  • Significant Stock Volatility: Nebius Group's shares surged 19.5% in June but nearly fell the same amount in the first trading week of July, indicating high volatility in the cloud infrastructure sector, prompting investors to remain patient amid future uncertainties.
  • Substantial Power Capacity Increase: In its latest earnings report, Nebius raised its contracted power capacity guidance from at least 1 GW to over 4 GW, having secured 1.2 GW of power and land for an AI factory in Pennsylvania, highlighting strong momentum in its data center expansion.
  • Rapid Revenue Growth: Nebius's quarterly revenue skyrocketed from $105 million a year ago to an anticipated annual revenue exceeding $3 billion by 2026, with projections suggesting a potential doubling in 2027, showcasing robust growth potential in the cloud computing infrastructure space.
  • High Market Valuation: Despite strong demand, Nebius's market cap has reached approximately $55 billion, reflecting a lofty valuation based on future sales expectations, necessitating cautious evaluation of potential market volatility's impact on stock prices.
Wall Street analysts forecast NBIS stock price to rise
5 Analyst Rating
Wall Street analysts forecast NBIS stock price to rise
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
130.00
Averages
164.20
High
211.00
Current: 0.000
sliders
Low
130.00
Averages
164.20
High
211.00
BNP Paribas
Neutral
initiated
$255
AI Analysis
2026-06-02
Reason
BNP Paribas
Price Target
$255
AI Analysis
2026-06-02
initiated
Neutral
Reason
BNP Paribas initiated coverage of Nebius with a Neutral rating and $255 price target.
DA Davidson
Buy
to
Neutral
downgrade
$250
2026-05-18
Reason
DA Davidson
Price Target
$250
2026-05-18
downgrade
Buy
to
Neutral
Reason
DA Davidson downgraded Nebius to Neutral from Buy with an unchanged price target of $250 after assuming coverage of the name. Nebius has \"deservedly become a staple of the AI trade,\" the analyst tells investors in a research note. DA believes the shares deserve the current premium valuation, but sees this as capping the potential upside in the short-term.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for NBIS
Unlock Now

Valuation Metrics

The current forward P/E ratio for Nebius Group NV (NBIS.O) is 68.49, compared to its 5-year average forward P/E of 2.57. For a more detailed relative valuation and DCF analysis to assess Nebius Group NV's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
2.57
Current PE
68.49
Overvalued PE
48.29
Undervalued PE
-43.15

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
1.54
Current EV/EBITDA
-18.19
Overvalued EV/EBITDA
54.75
Undervalued EV/EBITDA
-51.66

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
9.10
Current PS
4.80
Overvalued PS
16.05
Undervalued PS
2.15

Financials

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Whales Holding NBIS

G
GPU Ventures (NVIDIA)
Holding
NBIS
+74.56%
3M Return
A
Accel Partners
Holding
NBIS
+53.27%
3M Return
F
Fred Alger Management, LLC
Holding
NBIS
+20.48%
3M Return
G
Greenwich Wealth Management, LLC
Holding
NBIS
+19.27%
3M Return
I
IMC Trading B.V.
Holding
NBIS
+18.15%
3M Return
C
Clear Street LLC
Holding
NBIS
+16.65%
3M Return

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Frequently Asked Questions

What is Nebius Group NV (NBIS) stock price today?

The current price of NBIS is 213.02 USD — it has decreased -1.21

What is Nebius Group NV (NBIS)'s business?

Nebius Group NV is a Netherlands-based infrastructure company operating in the technology industry. The Company is engaged in developing a portfolio of artificial intelligence-related technology assets. It is involved in creating an artificial intelligence-centric player to integrate the essential elements of artificial intelligence development with infrastructure, data and advisory globally. It offers products and services such as a cloud platform for artificial intelligence-related workloads, development team services for autonomous vehicles, development of generative artificial intelligence. Nebius builds full-stack infrastructure to service the growth of the global AI industry, including GPU clusters, cloud platforms and tools and services for developers. Company is developing three other businesses that operate under their own brands: Toloka AI, TripleTen and Avride.

What is the price predicton of NBIS Stock?

Wall Street analysts forecast NBIS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NBIS is164.20 USD with a low forecast of 130.00 USD and a high forecast of 211.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Nebius Group NV (NBIS)'s revenue for the last quarter?

Nebius Group NV revenue for the last quarter amounts to 399.00M USD, increased 683.89

What is Nebius Group NV (NBIS)'s earnings per share (EPS) for the last quarter?

Nebius Group NV. EPS for the last quarter amounts to 2.01 USD, decreased -518.75

How many employees does Nebius Group NV (NBIS). have?

Nebius Group NV (NBIS) has 1500 emplpoyees as of July 07 2026.

What is Nebius Group NV (NBIS) market cap?

Today NBIS has the market capitalization of 54.09B USD.