Nebius: I Was All Wrong About AI Infrastructure Demand (Upgrade) [Seeking Alpha]
Nebius Group N.V. - Class A Ordinary Shares (NBIS)
Company Research
Source: Seeking Alpha
AI infrastructure demand is accelerating, with industry-wide bullishness and a forecasted doubling of AI-related investments in 2026. Valuation remains a significant risk, so I plan to initiate a small position with plans to add on sentiment-driven dips. gorodenkoff/iStock via Getty Images When I covered Nebius Group N.V. ( NBIS last time , I was quite confident that it was an easy "Strong Sell" because it seemed too expensive at $11+ billion market cap. At the moment, Nebius Group is worth more than $27 This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in NBIS over the next 72 hours. 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
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NBIS
News
- Government Contract Changes Nebius Group (NBIS) Future Prospects [Yahoo! Finance]Yahoo! Finance
- Nebius Group (NBIS) Carries Strong Potential for Margin Expansion and Free Cash Flows [Yahoo! Finance]Yahoo! Finance
- Nebius: The Q4 Results Should Trigger A Rally (Earnings Preview) [Seeking Alpha]Seeking Alpha
- Is Nebius Group Stock Going To $0? [Yahoo! Finance]Yahoo! Finance
- Nebius Is Past The Narrative Phase [Seeking Alpha]Seeking Alpha
NBIS
Sec Filings
- 12/30/25 - Form 144
- 12/29/25 - Form 144
- 12/29/25 - Form 144
- NBIS's page on the SEC website