Nebius Group N.V. has explosive revenue and ARR growth fueled by AI infrastructure investments. The NBIS ARR is projected to reach $7–$9B by the end of next year but comes at the expense of shareholder equity, a headwind you will face. Heavy losses and ongoing cash burn are expected for NBIS through 2026.
Nebius is in a better financial position than some peers. Nebius expects its annual revenue run rate to explode from about $1 billion to around $8 billion next year.
Nebius Group earns a strong buy rating due to deep expertise in AI, data centers, and cloud computing, led by seasoned Yandex veterans. The company's high-performance computing (HPC) capabilities, exemplified by the ISEG supercomputer, provide a significant technical edge over competitors like CoreWeave. Nebius leverages advanced interconnect and high-speed storage know-how, positioning it as m...
A key Nebius peer saw positive analyst coverage today, boosting the whole AI neocloud sector. Another Wall Street analyst idetified Nebius as a potential acquisition target in 2026.
My 2025 picks outperformed the S&P 500 by 9.4% and Nasdaq 100 by 5.9%, validating my growth-value approach. Each stock on this list is operating in a different market segment and two are based in Europe, offering geographic diversification. The featured stocks all show significant undervaluation potential based on rather conservative growth scenarios.
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