CoreWeave: An Extraordinary 12-Year Server Useful Life Assumption [Seeking Alpha]
Nebius Group N.V. - Class A Ordinary Shares (NBIS)
Company Research
Source: Seeking Alpha
Execution is faltering as data center construction delays have already forced revenue guidance cuts and may continue to undermine management timelines. FY26 capex is expected to be well over double FY25 levels, creating a funding gap that likely requires additional equity or debt, raising dilution and leverage risks. I find CoreWeave's 12-year server useful life assumption versus 6 years for peers very hard to believe. If I'm right, this understates future maintenance and replacement capex needs. CRWV now trades at a discount to data center peers, offering some valuation upside risk, but technical trends and fundamental concerns currently outweigh the bullish reasons. Jennifer Miranda/iStock via Getty Images Business Brief & Thesis CoreWeave ( CRWV ) is a neocloud company like Nebius Group ( NBIS ). It provides high performance computing infrastructure for marquee clientele such as Microsoft MSFT ) and OpenAI ( This article was written by Analyst's Disclosure: I/we ha
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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