Nebius: Unparalleled AI Infrastructure Moat [Seeking Alpha]
Nebius Group N.V. - Class A Ordinary Shares (NBIS)
Company Research
Source: Seeking Alpha
NBIS's partnerships with Microsoft and Meta Platforms validate its technological edge and provide long-term revenue visibility for this $23B worth company. Management's aggressive CapEx guidance increase to $5B for FY2025 and a robust balance sheet support sustained, rapid growth. NBIS's 1,000-strong engineering team and full-stack AI infrastructure approach create high switching costs and a defensible competitive moat. spainter_vfx/iStock via Getty Images Share price growth is never linear even if fundamentals are strong. Therefore, I am not concerned much about the fact that Nebius Group N.V. ( NBIS ) dropped by around 17% since my previous bullish This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of NBIS either through stock ownership, options, or other derivatives. 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 business r
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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
- Nebius: Remains A Buy As Fundamentals And The Long-Term Outlook Strengthen [Seeking Alpha]Seeking Alpha
- 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
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