Nebius Aktie News

ASML and Nebius are behind-the-scenes service providers to the artificial intelligence (AI) industry. The AI sector depends on ASML's lithography products, fueling the company's multi-year revenue growth.

The rapidly rising AI industry is providing a tailwind to Nebius' AI infrastructure business. Customer demand is strong, and the company recently added Meta Platforms as a client.

Nebius has surged nearly 300% in a year and remains positioned for major AI-driven upside, supported by large contracts with Meta, Uber, and Microsoft. FQ3 showed an EPS beat but revenue miss, yet management raised power-capacity guidance sharply and reported all capacity sold out, signaling strong AI infrastructure demand. Despite a high valuation on traditional metrics, Nebius appears cheap i...

Nebius Group N.V. (NBIS) Presents at UBS Global Technology and AI Conference 2025 Transcript

Nebius remains a high-risk, high-growth AI cloud play with a reiterated "Buy" rating amid recent volatility. NBIS targets $7–$9 billion ARR by end-2026, driven by major deals with Microsoft and Meta, with over half already booked. Rapid infrastructure build-out will likely shift NBIS to a net debt position and could double shares outstanding, impacting valuation.

Netherlands-based data centre operator Nebius will leverage recent multi-billion dollar contracts with Microsoft and Meta to build its business with traditional firms and emerging AI companies that could be future tech titans, its co-founder said.

In this video, I will talk about the recent updates regarding Nebius (NBIS 3.90%) and explain why this is my largest AI position. Watch the short video to learn more, consider subscribing, and click the special offer link below.

Nebius Group and Astera Labs have experienced strong sales in 2025. Nebius saw 355% year-over-year revenue growth to $146.1 million in the third quarter.