Nebius: Ratings Upgrade; No Longer Bearish [Seeking Alpha]
Nebius Group N.V. - Class A Ordinary Shares (NBIS)
Company Research
Source: Seeking Alpha
NBIS demand remains robust, with all available capacity sold out in Q3 and a 70% quarter-on-quarter pipeline acceleration. Valuation concerns are easing; NBIS trades at ~6x 2026 and ~3.5x 2027 revenue, reflecting booked but unrecognized contract revenue. Shares under $90 offer a compelling entry point, though volatility and execution risks—especially around capacity and supply chain—remain elevated. imaginima/iStock via Getty Images Nebius Group ( NBIS ) has been a name closely followed by investors for the past two years as many look for ways to gain AI exposure. NBIS is one of the leading AI hyperscalers in the 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 compensation for it (other than from Seeking Alpha). I have no busines
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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