Nebius: Remains A Buy As Fundamentals And The Long-Term Outlook Strengthen [Seeking Alpha]
Nebius Group N.V. - Class A Ordinary Shares (NBIS)
Company Research
Source: Seeking Alpha
NBIS is rapidly scaling infrastructure, with contracted power targets raised to over 2.5GW by YE2026, and demand currently outstripping supply. Major hyperscaler contracts with Microsoft and Meta validate NBIS' trajectory, with revenues from these deals ramping up by 2026. While cash burn and potential dilution are risks, robust ARR guidance and a narrowing adjusted EBITDA loss support a bullish risk/reward. Dragon Claws/iStock via Getty Images Back in early September, I reiterated my buy rating on Nebius Group N.V. ( NBIS ) despite a high valuation, as the fundamentals were truly extraordinary for the company. Even after a significant recent pullback due 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
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NBIS
News
- RLWRLD Wins Foundation Models Category at Nebius Robotics & Physical AI AwardsGlobeNewswire
- Nebius AI Cloud 3.1 Delivers Next-Generation NVIDIA Blackwell Ultra Compute with Transparent Capacity Management for AI at ScaleBusiness Wire
- Could Investing $10,000 in Nebius Stock Make You a Millionaire? [Yahoo! Finance]Yahoo! Finance
- Nebius: Why The Stock Is Trapped In Consolidation [Seeking Alpha]Seeking Alpha
- Nebius: Unparalleled AI Infrastructure Moat [Seeking Alpha]Seeking Alpha
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