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NBIS

Nebius Group N.V.

NBIS

NASDAQ·Communication Services·Internet Content & Information·Mkt cap $55.0B

$215.62

-5.92%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$43.89 - $299.86

P/E

63.60

Fwd P/E

-1.04

Beta

1.43

Div Yield

0.00%

Avg Vol

18.6M

Shares Out

240.0M

Mkt Cap

$55.0B

Price action

Price chart

Up 358.6% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

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

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Full-stack AI infrastructure capabilities
  • Multi-regional R&D presence
  • Diversified technology portfolio
  • Comprehensive AI ecosystem

Bear Case

2 risks

  • Average volatility.
  • Growth premium of 0.0x vs AI Servers & Racks peers. Reasonable for this growth rate.

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

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 29, 2026

Q2 26 RECAP

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 beat +57.7%
Rev beat +6.4%
Double beat

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

7 analysts · 71% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

71%

Hold

2

29%

Sell

0%

Median Price Target

$249.00

+15.5% vs $215.62

Low $129.00
Median $249.00
High $255.00

Latest: Citi · Jun 8, 2026

5 analysts covering

vs Industry

How NBIS stacks vs Internet Content & Information

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.