Nebius Group: Buy The Dip In This Quiet Giant In AI Hyperscaling [Seeking Alpha]
Nebius Group N.V. - Class A Ordinary Shares (NBIS)
Company Research
Source: Seeking Alpha
NBIS's $3 billion Meta deal and deep Nvidia partnership underscore robust demand and capacity-driven growth, with 2026 ARR targets of $7–9B already half-booked. Despite recent stock pullback and high valuation, NBIS's efficient scaling, strong Q3 results, and pricing power make it an attractive long-term buy. Risks include reliance on Nvidia, industry competition, negative earnings, and dilution from capital raises, but NBIS's execution and momentum support a bullish outlook. allanswart/iStock via Getty Images Elevator Thesis Nebius Group N.V. ( NBIS ), along with fellow "neocloud hyperscaler" CoreWeave, Inc. ( CRWV ), has clearly been an outlier this year. To back that up, Nebius stock alone has skyrocketed 211% year-to-date, while CoreWeave is This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this ar
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News
- Better Artificial Intelligence Stock: ASML vs. Nebius Group [Yahoo! Finance]Yahoo! Finance
- Nebius Group N.V. (NBIS) Presents at UBS Global Technology and AI Conference 2025 Transcript [Seeking Alpha]Seeking Alpha
- Nebius: A Sober Look At The Math Behind The $9 Billion Target [Seeking Alpha]Seeking Alpha
- Nebius Group (NBIS)'s Microsoft Deal Has Impressed Analysts [Yahoo! Finance]Yahoo! Finance
- How Analyst Views on Nebius Group Are Shifting as New Contracts Drive the Story [Yahoo! Finance]Yahoo! Finance
NBIS
Sec Filings
- 11/14/25 - Form SCHEDULE
- 11/13/25 - Form 6-K
- 11/12/25 - Form 6-K
- NBIS's page on the SEC website