Nebius Is Entering The Hardest Phase [Seeking Alpha]
Nebius Group N.V. - Class A Ordinary Shares (NBIS)
Company Research
Source: Seeking Alpha
Meta's Meta Compute validates long-duration AI infrastructure demand, reinforcing capacity scarcity and multi-year contracted revenue visibility. Revenue is expected to surge from $556 million in 2025 to $3.45 billion in 2026, a 521% year-over-year increase. Valuation compresses rapidly with execution, falling from ~48x 2025 sales to ~7.8x in 2026 and ~3.5x in 2027. The primary risk is timing: any delay in power, facilities, or hardware pushes revenue while costs continue, pressuring both equity and credit. RB Stocker/iStock via Getty Images Investment Thesis Nebius Group N.V. ( NBIS ) is transitioning from a brief correction into a constructive consolidation pattern that is lining up a fresh bull run in 2026, already up about 20% from my last 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 opi
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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