CoreWeave and Nebius both surged in 2025, but CoreWeave's pure-play AI cloud focus and massive backlog make it the safer medium-term investment pick. Nebius boasts a diversified tech ecosystem and long-term potential, yet its higher valuation and slower near-term growth make it less attractive for immediate gains. CoreWeave's specialization, scale, and deep Nvidia partnership drive rapid revenu...
Nebius Group (NBIS 1.85%) was once known as Yandex, the online search leader in Russia. However, the sanctions against Russia after its invasion of Ukraine derailed its expansion plans and rattled its overseas investors, and its Nasdaq-listed shares were suspended on Feb. 28, 2022.
The ongoing surge in the Nebius stock price has led to divisions in Wall Street. Many investors believe that it has more room to grow, while others expect it to crumble, citing its hefty valuation.
Initiate coverage on Nebius Group N.V. (NBIS) with a Strong Buy rating, citing its comprehensive AI ecosystem and neocloud leadership. NBIS stands out with proprietary AI infrastructure, a $17.4B Microsoft deal, and diversified subsidiaries in delivery robotics, EdTech, data annotation, and database management. Synergies across NBIS's portfolio position it as a future tech giant, supported by e...
September has been a record-breaking month for stocks as the S&P 500 hit new all-time highs last week following the Federal Reserve's first rate cut since 2024. In fact, it's hard to find an asset that isn't near a record: stocks, gold, cryptocurrencies, housing, and trading cards have all soared to new heights lately.
Nebius Group N.V. is emerging as a key AI infrastructure player, with Microsoft validating its platform through a multi-billion contract. Shares are up 58% in September, yet valuation upside remains with my new fair value at $138/share. I expect Nebius' revenue to reach $11.3B by 2027, with $7.4B in adjusted EBITDA and $2.4 in adjusted operating profit.
Nebius (NBIS -0.33%) is a popular play on the near-insatiable demand for artificial intelligence (AI) functionalities. The company operates a network of data centers specifically designed for, and operating in support of, AI technology.
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