Nebius Group (NBIS) Stock Overview
A technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 2/6 |
| Past Performance | 1/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
NBIS Community Fair Values
See what 445 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
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Read full narrativeNebius Group N.V. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$184.77 |
| 52 Week High | US$197.89 |
| 52 Week Low | US$27.20 |
| Beta | 1.24 |
| 1 Month Change | 57.39% |
| 3 Month Change | 114.60% |
| 1 Year Change | 554.75% |
| 3 Year Change | n/a |
| 5 Year Change | 195.44% |
| Change since IPO | 375.72% |
Recent News & Updates
Nebius Q1 Earnings Preview: A Compounding AI Story Still Early
Summary Nebius Group remains a top neocloud pick, with a bullish rating and 42-138% upside potential over two years. NBIS's $643M Eigen AI acquisition is pivotal, enabling a transition from IaaS to higher-margin PAAS and differentiation from rivals. Execution is strong: 2025 ARR beat guidance at ~$1.2B, Q4 sales surged 547% YoY, and CAPEX is well-funded with minimal dilution risk. Key Q1 earnings catalysts include ARR trajectory, EBITDA resilience, and operational updates on hyperscaler deployments and pricing power. I remain bullish on NBIS, seeing a 2-year upside potential at 42-138%, depending on the market’s willingness to reprice Nebius for its execution. Read the full article on Seeking AlphaNBIS: Contract Concentration And Rising Debt Load Will Pressure Future Returns
The analyst fair value estimate for Nebius Group has been raised from $70 to $85. Analysts cite updated revenue growth assumptions, a slightly lower discount rate, broadly similar margin expectations, and a lower future P/E multiple to justify the new price target.Recent updates
Shareholder Returns
| NBIS | US Software | US Market | |
|---|---|---|---|
| 7D | 33.7% | 3.1% | 2.1% |
| 1Y | 554.7% | -6.3% | 30.6% |
Return vs Industry: NBIS exceeded the US Software industry which returned -6.3% over the past year.
Return vs Market: NBIS exceeded the US Market which returned 30.6% over the past year.
Price Volatility
| NBIS volatility | |
|---|---|
| NBIS Average Weekly Movement | 14.4% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: NBIS's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: NBIS's weekly volatility (14%) has been stable over the past year, but is still higher than 75% of US stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1989 | 1,543 | Arkady Volozh | nebius.com |
Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally. It offers Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. The company also provides TripleTen, an edtech platform for re-skilling individuals for careers in technolgy; and Avride, which develops autonomous driving technology for self-driving cars and delivery robotics.
Nebius Group N.V. Fundamentals Summary
| NBIS fundamental statistics | |
|---|---|
| Market cap | US$49.95b |
| Earnings (TTM) | US$9.80m |
| Revenue (TTM) | US$529.80m |
Is NBIS overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| NBIS income statement (TTM) | |
|---|---|
| Revenue | US$529.80m |
| Cost of Revenue | US$166.20m |
| Gross Profit | US$363.60m |
| Other Expenses | US$353.80m |
| Earnings | US$9.80m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
May 13, 2026
| Earnings per share (EPS) | 0.038 |
| Gross Margin | 68.63% |
| Net Profit Margin | 1.85% |
| Debt/Equity Ratio | 89.8% |
How did NBIS perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 11:45 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Nebius Group N.V. is covered by 31 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Boris Vilidnitsky | Barclays |
| Tal Liani | BofA Global Research |