Nebius: The AI Powerhouse You Can't Ignore [Seeking Alpha]
Nebius Group N.V. - Class A Ordinary Shares (NBIS)
Company Research
Source: Seeking Alpha
ARR reached $1.25 billion, with a $7 billion to $9 billion 2026 ARR target reaffirmed and over half contracted. NBIS exited 2025 with 170 megawatts of active power and over 2 gigawatts contracted, targeting 1 gigawatt connected in 2026. Capital expenditures rose to $5 billion in 2025, with 80% allocated to GPUs deployed against contracted or visible demand. Microsoft and Meta contracts totaling over $20 billion enhance NBIS financing flexibility and lower the cost of capital structurally. Andrey Semenov/iStock via Getty Images Nebius Q4 Earnings Results The selloff of Nebius Group N.V. ( NBIS ) is a result of expectations and not a problem with the company itself. The Q4 revenue of $227.7 million missed the This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of NBIS, META, MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving
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NBIS
News
- Nebius Group N.V. (NBIS) Strengthens AI Platform With $275M Tavily Deal [Yahoo! Finance]Yahoo! Finance
- Nebius Group (NASDAQ:NBIS) is now covered by analysts at Compass Point. They set a "buy" rating and a $150.00 price target on the stock.MarketBeat
- Nebius Group N.V. (NBIS) up More Than 9.8% Since FQ4 2025 Earnings Release, Here's What You Need to Know [Yahoo! Finance]Yahoo! Finance
- Nebius Group (NASDAQ:NBIS) had its "buy" rating reaffirmed by analysts at BWS Financial. They now have a $130.00 price target on the stock.MarketBeat
- Nebius: The Devil Is In The Details [Seeking Alpha]Seeking Alpha
NBIS
Sec Filings
- 2/17/26 - Form SCHEDULE
- 2/12/26 - Form 6-K
- 2/12/26 - Form 6-K
- NBIS's page on the SEC website