Nebius: The Devil Is In The Details [Seeking Alpha]
Nebius Group N.V. - Class A Ordinary Shares (NBIS)
Company Research
Source: Seeking Alpha
billion, lending credibility to up to $3.4 billion revenue and $9 billion ARR in 2026. However, the accompanying step-up in capex to $16-20 billion this year risks contradicting investors' growing demand for scalable AI returns, especially as Nebius faces higher sales and customer acquisition costs. While demand remains resilient, the stock's comparable premium to Big Tech hyperscalers reflects increasing expectations for ROI and FCF inflection, which hasn't yet been proven scalable nor durable at Nebius. Although positive operating cash flows support near-term funding needs, they remain heavily timing-driven by customer prepayments rather than tangible earnings accretion, potentially undermining durability to the stock's current premium. Getty Images Nebius Group N.V. ( NBIS ) has delivered a strong Q4 earnings report that continue to support momentum through 2026, given resilient AI compute demand and pricing dynamics. Specifically, the company's full year annual recurring
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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 Group's AI Deals With Microsoft And Meta Shift Growth Profile [Yahoo! Finance]Yahoo! Finance
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