Nebius: Consolidation Is Ending, And The Market Still Looks Asleep [Seeking Alpha]
Nebius Group N.V. - Class A Ordinary Shares (NBIS)
Company Research
Source: Seeking Alpha
In fact, they were revised upwards after Q3 earnings. The confirmation that NBIS will be one of the first NVIDIA partners to deploy the Vera Rubin is important for the bull case, especially for the back half of 2026. Q3 2025 13Fs show institutional holders up 42% sequentially and closed positions down 30%. The key risk is execution. The end-2025 targets are 220 MW connected and 100 MW active, versus 800 MW–1 GW connected and 2.5 GW contracted by the end of 2026. EschCollection/DigitalVision via Getty Images Right after Jensen Huang officially introduced the Rubin Vera at CES 2026, Nebius Group N.V. ( NBIS released a PR , confirming that they will be among the first partners to offer this AI This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of NBIS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than
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NBIS
News
- Nebius Group (NASDAQ:NBIS) was downgraded by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a> from a "hold (c-)" rating to a "sell (d+)" rating.MarketBeat
- MoneyShow's Best Investment Ideas For 2026: Part 6 [Seeking Alpha]Seeking Alpha
- Prediction: This Will Be Nebius Group's Stock Price in 2026 [Yahoo! Finance]Yahoo! Finance
- Nebius Group (NASDAQ:NBIS) is now covered by analysts at Morgan Stanley. They set an "equal weight" rating and a $126.00 price target on the stock.MarketBeat
- This Genius AI Stock Has Far More Potential Than Nvidia in 2026 [Yahoo! Finance]Yahoo! Finance
NBIS
Sec Filings
- 12/30/25 - Form 144
- 12/29/25 - Form 144
- 12/29/25 - Form 144
- NBIS's page on the SEC website