Nebius: Wall Street's Blind Spot [Seeking Alpha]
Nebius Group N.V. - Class A Ordinary Shares (NBIS)
Company Research
Source: Seeking Alpha
Microsoft's $17–19.4B deal and Meta's $3B contract are capped by power limits, not customer appetite. NBIS management raised 2026 contracted power targets from 1GW to 2.5GW, with 800MW–1GW expected fully connected and revenue-generating. Revenue recognition constrained by energization timelines, creating undervaluation as 2027 revenue likely converges with ARR near $7–9B. Using a 7x CY27 EV/Sales multiple and $7–9B likely revenue, NBIS' fair value reaches roughly $227/share. imaginima/iStock via Getty Images Investment Thesis I've been bullish on Nebius Group N.V. ( NBIS ) since the low $20s, and despite the recent stumble, the pullback setup since my last coverage still looks strong. Nebius' 2025 results highlight the 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
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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