Nebius Stock Defies Logic [Seeking Alpha]
Nebius Group N.V. - Class A Ordinary Shares (NBIS)
Company Research
Source: Seeking Alpha
NBIS exceeded its 2025 active power capacity target, reaching 170 MW, and raised contracted power commitments above 3 GW, fueling market confidence. Over $22 billion in contract backlog, anchored by Meta and Microsoft, supports a $7–9 billion 2026 ARR target, with substantial growth locked in. NBIS's capital structure is uniquely strong, with most 2026 CapEx funded by customer prepayments and no corporate debt, mitigating execution and concentration risks. tiero/iStock via Getty Images On Feb 12, 2026, Nebius Group N.V. ( NBIS ) reported fourth quarter and full-year 2025 earnings with what might traditionally be considered rather disappointing results- at least relative to expectations. For example, diluted EPS came in at -$.068 This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AMZN, MSFT, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinion
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News
- Polymarket Lets You Wager on the Future -- I'd Rather Own These 2 AI Stocks [Yahoo! Finance]Yahoo! Finance
- BWS Reiterates Buy on Nebius Group (NBIS) With $130 Target [Yahoo! Finance]Yahoo! Finance
- Nebius Group N.V. (NBIS) Strengthens AI Platform With $275M Tavily Deal [Yahoo! Finance]Yahoo! Finance
- Nebius Group (NASDAQ:NBIS) is now covered by analysts at Compass Point. They set a "buy" rating and a $150.00 price target on the stock.MarketBeat
- Nebius Group N.V. (NBIS) up More Than 9.8% Since FQ4 2025 Earnings Release, Here's What You Need to Know [Yahoo! Finance]Yahoo! Finance
NBIS
Sec Filings
- 2/23/26 - Form 144
- 2/17/26 - Form SCHEDULE
- 2/12/26 - Form 6-K
- NBIS's page on the SEC website