Nebius: It's Beginning To Look A Lot Like Trouble [Seeking Alpha]
Nebius Group N.V. - Class A Ordinary Shares (NBIS)
Company Research
Source: Seeking Alpha
NBIS's managed AI cloud model adds operating complexity, higher fixed costs, and greater execution risk compared to peers like CoreWeave. Despite $3B+ Meta and $17–19B Microsoft contracts, NBIS's customer concentration, capital intensity, and geopolitical exposure create significant vulnerabilities. At ~65x EV/sales, NBIS's valuation assumes flawless execution, but stacked risks and persistent losses offer little margin for error. J Studios/DigitalVision via Getty Images Introduction After writing several articles on AI infrastructure and cloud companies over the past few weeks, there was a stock I couldn't ignore because of the strong sentiment in the market - Nebius Group N.V. ( 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 article myself, and it expresses my own opinions. I am not receiving
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NBIS
News
- Better Artificial Intelligence Stock: Nebius vs. Super Micro Computer [Yahoo! Finance]Yahoo! Finance
- Why Nebius Stock Recovered After Plunging This Week [Yahoo! Finance]Yahoo! Finance
- Nebius: This Is A Once-In-A-Generation Opportunity To Purchase An Excellent Company At A Bargain Price [Seeking Alpha]Seeking Alpha
- Why Nebius Rallied Today [Yahoo! Finance]Yahoo! Finance
- Prediction: This Artificial Intelligence Company Will Be Acquired in 2026 [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