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NBIS
NASDAQ·Communication Services·Internet Content & Information·Mkt cap $55.0B
$215.62
▼ -5.92%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$43.89 - $299.86
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Up 358.6% over the trailing year
Total returns
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
Bear Case
2 risks
Growth
Profitability at risk
Global AI technology adoption
Value
Growth premium of 0.0x vs AI Servers & Racks peers. Reasonable for this growth rate.
Momentum
Hot
+110.6% over 3m
Quality
Strong
High-growth business (491% revenue growth, 48% gross margin). Profitable with strong growth momentum.
Dividend
None
No dividend
Smart-money signal
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Apr 29, 2026
MAY 13, 2026
Reported EPS of -$0.32 vs -$0.77 consensus (+57.7% surprise). Revenue of $399.0M vs $375.1M expected (+6.4%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+57.7%
Next: Apr 29, 2026
Revenue trend · last 8Q
—
—
+466%
+389%
+770%
+237%
+501%
+622%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$12.1M
$43.3M
$37.9M
$55.3M
$105.1M
$146.1M
$227.7M
$399.0M
Margins · last 8Q
Gross
—
Operating
—
Profit
155.7%
Wall Street consensus
Live ratings and price targets aggregated across covering analysts.
Buy
71%
Hold
29%
Sell
0%
Median Price Target
$249.00
▲ +15.5% vs $215.62
Latest: Citi · Jun 8, 2026
5 analysts covering