Nebius Aktie News

Sales of Nvidia's and Broadcom's chips should continue to boom. Taiwan Semiconductor is building the majority of chips used in AI.

Nebius Group (NBIS 8.50%) is growing at breakneck speed as demand for AI infrastructure explodes. Multi-billion dollar deals and cutting-edge technology fuel the bull case, but extreme valuation and deep losses create serious downside risk.

Nebius Group (NBIS) offers a compelling 44%+ upside ahead of Q4 earnings, supported by strong capacity ramp and management guidance. NBIS's valuation at under 2.8x forward P/S is attractive relative to peers, especially given its rapid growth trajectory and lower debt profile. The key catalyst is management's confirmation of capacity expansion and order conversion, not headline earnings, drivin...

Nvidia and Broadcom are slated to capitalize on a multiyear growth trend. The Trade Desk trades at a huge discount.

Nebius offers a full-stack solution to its clients. The stock looks cheap when valued using 2026 estimates.

With earnings due on February 12th, Nebius is expected to post explosive revenue growth in 4Q25 and FY25, while near-term profitability remains under pressure as the company continues to invest heavily in AI infrastructure and expand its product portfolio. NBIS is set to commercialize Nvidia's Vera Rubin NVL72, positioning itself among the first cloud providers to offer this next-gen AI infrast...

AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (“Nebius Group” or the “Company”; NASDAQ: NBIS) will release its fourth quarter and full year 2025 financial results on Thursday, February 12, 2026, before market open. Nebius Group will also hold a conference call to discuss its results at 8:00 a.m. Eastern Time (5:00 a.m. Pacific Time / 2:00 p.m. Central European Time) on the same day. The registr...

Taiwan Semiconductor Manufacturing's operations sit at the heart of the artificial intelligence (AI) infrastructure buildout. The Trade Desk's stock is too cheap to ignore.