Nebius Aktie News

Nebius is one of the most ambitious projects on the market, with its full growth potential still ahead. Massive contracts with Meta and Microsoft provide the foundation for scaled growth in AI. The company's financial profile and risks are currently outweighed by its competitive role and strong position in the global cloud computing landscape.

MoneyShow presents top investment ideas for 2026 from their contributors. This year's edition presents a mix of metals plays, financial stocks, deep value names, high-octane growth and tech stocks, and beaten-down REITs that offer solid income and turnaround potential. Part 6 of this series includes Nebius Group, Nvidia, ON Semiconductor, PayPal and Perpetua Resources.

Nebius is a neocloud infrastructure company whose full-stack AI infrastructure offerings are in great demand. The company's revenue growth is expected to accelerate significantly this year, which could help this AI stock sustain its red-hot momentum.

Nebius Group (NBIS +1.87%) is racing to become a major AI infrastructure provider as hyperscalers pour billions into computing power. Massive contracts drive upside, but execution and dilution risks remain front and center.

Nebius deployed Nvidia's GPUs in its data center space. Nebius believes it can achieve a $7 billion to $9 billion annual run rate by the end of the year.

Nebius Group N.V. has consolidated after a parabolic 2025 re-rating, rebounding ~20%, with primary uptrend intact above long-term averages. Meta's Meta Compute validates long-duration AI infrastructure demand, reinforcing capacity scarcity and multi-year contracted revenue visibility. Revenue is expected to surge from $556 million in 2025 to $3.45 billion in 2026, a 521% year-over-year increase.

Nebius (NBIS 1.77%) is scaling fast with next-generation AI infrastructure, Blackwell deployments, and global cloud expansion. If the company executes well and demand for supercomputing capacity continues rising, Nebius could deliver meaningful upside for long-term investors watching the AI infrastructure boom.

Nebius is rated "Buy", with long-term growth underpinned by sold-out capacity and robust demand from hyperscaler agreements. NBIS' revenues are constrained by energizable supply, not demand, with 2.5 GW of contracted power guiding future growth. The company's full-stack approach includes in-house server design and advanced software like Token Factory, enhancing cost control and customer stickin...