Nebius Group N.V.
NBIS
NASDAQ·Technology·Software - Infrastructure·Mkt cap $54.3B
$226.39
▲ +7.48%
P/E
870.73
Mkt Cap
$54.3B
52-Wk Range
$63.80–$299.86
52-Week Range
$63.80 - $299.86
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 253.4% over the trailing year
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
1 risk
- Average volatility.
Growth
Profitability at risk
Global AI technology adoption
Value
Trading at 0.0x AI Servers & Racks peers — a discount despite the growth profile.
Momentum
Stable
+3.9% over 3m
Quality
Strong
Emerging growth company (461% revenue growth). Early stage with higher risk.
Dividend
None
No dividend
Smart-money signal
Who's buying NBIS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 10, 2026
AUG 12, 2026
Reported EPS of -$0.12 vs -$0.72 consensus (+83.3% surprise). Revenue of $582.3M vs $569.9M expected (+2.2%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+83.3%
Revenue trend · last 8Q
—
+466%
+389%
+770%
+237%
+501%
+622%
+454%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$43.3M
$37.9M
$55.3M
$105.1M
$146.1M
$227.7M
$399.0M
$582.3M
Margins · last 8Q
Gross
77.1%
Operating
-30.2%
Profit
-32.7%
Wall Street consensus
9 analysts · 67% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
67%
Hold
33%
Sell
0%
Median Price Target
—
Latest: Goldman Sachs · Aug 25, 2026
vs Industry
How NBIS stacks vs Software - Infrastructure
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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