Nebius: Valuation Update After Q3 Results -- Raising Price Target To $147 [Seeking Alpha]
Nebius Group N.V. - Class A Ordinary Shares (NBIS)
Company Research
Source: Seeking Alpha
NBIS raised CapEx guidance and announced a 25M share ATM program, spooking the market. I project rapid revenue and capacity growth through 2028, with fair value estimates for NBIS rising to $147 per share, up from $138 previously. Key near-term NBIS catalysts include analyst coverage, new data center announcements, and the Dallas robotaxi launch; risks remain, but the outlook is positive. Getty Images Background Nebius Group N.V. ( NBIS released its quarterly report last week, the preview of which I covered in my previous article . Since the publication, the company's shares have fallen 24%, and are now down 41% from this 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 relationship with any compan
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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: A Sober Look At The Math Behind The $9 Billion Target [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
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