Nvidia And Meta Bet Big On Nebius, You Should Too [Seeking Alpha]
Nebius Group N.V. - Class A Ordinary Shares (NBIS)
Company Research
Source: Seeking Alpha
Nebius' management demonstrates disciplined execution, delivering on capacity commitments and setting realistic expectations for AI infrastructure growth. Today's announcement of debt issuance raises risks but is necessary for Nebius to accelerate its CY27 revenue growth towards a 250% pace, ahead of the 186% CY27 revenue growth expectations. Shares trade at a discounted ~10x CY26 forward revenue multiple, with potential for multiple expansion as revenue growth accelerates, leading me to reiterate my Strong Buy rating. onurdongel/iStock via Getty Images Investment Thesis Last week was the best week so far for neocloud company Nebius Group N.V. NBIS ), with shares riding the news of Nvidia's ( NVDA ) $2B investment in the European neocloud. That investment from Nvidia 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 7
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News
- Nebius Stock Just Reminded Investors About Its Biggest Risk [Yahoo! Finance]Yahoo! Finance
- Nebius: Positioned To Win In Any Eventuality From The $27B Meta Deal [Seeking Alpha]Seeking Alpha
- Nebius Prices Larger $4 Billion AI Funding Raise [Yahoo! Finance]Yahoo! Finance
- Nebius Weighs $3.75b Convert As AI Contracts Test Valuation [Yahoo! Finance]Yahoo! Finance
- Nebius Group Announces Pricing of Upsized Private Offering of $4.0 Billion of Convertible Senior Notes [Yahoo! Finance]Yahoo! Finance
NBIS
Sec Filings
- 3/18/26 - Form 3
- 3/18/26 - Form 3
- 3/18/26 - Form 3
- NBIS's page on the SEC website