Nebius: A Sober Look At The Math Behind The $9 Billion Target [Seeking Alpha]
Nebius Group N.V. - Class A Ordinary Shares (NBIS)
Company Research
Source: Seeking Alpha
NBIS targets $7–$9 billion ARR by end-2026, driven by major deals with Microsoft and Meta, with over half already booked. Rapid infrastructure build-out will likely shift NBIS to a net debt position and could double shares outstanding, impacting valuation. Current valuation appears cheap, but upside is tempered by dilution risk, supply constraints, and questions on long-term market share. Morsa Images/DigitalVision via Getty Images Nebius Group N.V. ( NBIS ) has seen heightened volatility as of late due to a reckoning of the AI trade. Investors might be wondering if it is time to rush in. I remain bullish but offer a more sober take. I try to More on my IG service Sign Up For My Premium Service "Best of Breed Growth Stocks" After a historic valuation reset, the growth investing landscape has changed. Get my best research at your fingertips today. Get access to Best of Breed Growth Stocks: My portfolio of the highest quality growth stocks. My best deep-dive investm
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NBIS
News
- Better Artificial Intelligence Stock: ASML vs. Nebius Group [Yahoo! Finance]Yahoo! Finance
- Nebius Group N.V. (NBIS) Presents at UBS Global Technology and AI Conference 2025 Transcript [Seeking Alpha]Seeking Alpha
- Nebius Group (NBIS)'s Microsoft Deal Has Impressed Analysts [Yahoo! Finance]Yahoo! Finance
- How Analyst Views on Nebius Group Are Shifting as New Contracts Drive the Story [Yahoo! Finance]Yahoo! Finance
- Nebius Stock To Surge As Gross Profit Could 50x [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