Nebius Aktie News

Shares of artificial intelligence (AI) neocloud Nebius Group (NBIS -0.06%) rocketed 50.6% in June, according to data from S&P Global Market Intelligence.

Nebius Group remains our core AI play, with strong management and the potential for multi-year value creation. Electro Optic Systems is poised for explosive growth, with major contracts expected to drive significant upside in 2025. ShaMaran Petroleum offers a catalyst-driven opportunity; pipeline reopening could push the share price higher imminently as negotiations conclude.

Nebius Group is riding explosive AI infrastructure demand, posting 385% YoY sales growth and targeting $1B annual recurring revenue this year. Despite current losses, Nebius has a clear path to EBIT profitability and aims for 20-30% EBIT margins, supporting a strong re-rating potential. Valuation is justified by Nebius' faster growth, versus peers like Nvidia, with a 10-12x 2026e sales multiple...

The investing community is beginning to take notice of Nebius Group (NBIS -1.45%). I say that largely based on the almost 150% surge in its share price since mid-April.

Nebius Group remains a buy for me, as the fundamental AI infrastructure thesis is intact despite recent volatility and high beta. Technical analysis suggests more upside potential, with bullish moving average crossovers and a possible inverse head and shoulders pattern forming. The current consolidation phase may present a good entry point, but prudent position sizing is crucial given NBIS's vo...

Back in late March, we power ranked our Top Stock Picks of 2025. There was some success and lessons to be drawn, but if we're being honest, this wasn't the entire story. There was red ink everywhere and combined with the looming threat of unilateral tariffs on ‘Liberation Day,' fear had grown surrounding a potential recession hitting by the time a second-quarter check-in came around.

CoreWeave and Nebius are two key players in the emerging GPU cloud industry. While CRWV has significant earnings headwinds and offers a more 'bare metal' approach, we think NBIS's clean balance sheet, solid outlook, and vertical product stack should produce outperformance. Trading at an extremely reasonable price, we think shares of NBIS look like a 'Strong Buy'.

Nebius is the first European cloud to offer NVIDIA Blackwell GPUs, leveraging early capital and strategic partnerships to capture sovereign AI market share. Cheap convertible debt, early hardware access, and data moat from Toloka position Nebius for rapid growth, margin expansion, and geopolitical advantage. Execution risk and regulatory uncertainty exist, but Nebius' capital structure, pre-sol...