Nebius: Why I Am Going All-In [Seeking Alpha]
Nebius Group N.V. - Class A Ordinary Shares (NBIS)
Company Research
Source: Seeking Alpha
NEBIUS posted 355% YoY revenue growth in Q3-25 and projects a 7x increase in annual recurring revenue by 2026, fueled by data center expansion. The Microsoft agreement and Meta partnership validate NEBIUS's business model, while its ClickHouse stake offers additional upside if an IPO occurs. Despite recent pull-back, NEBIUS's rapid growth, client wins, and improving EBITDA trajectory make it a compelling, high-upside AI infrastructure investment. Jonathan Kitchen/DigitalVision via Getty Images AI spending is soaring, setting neo-cloud Nebius Group ( NBIS ) up for a once-in-a-lifetime revenue and earnings ramp that could result in the company growing its market capitalization many times over in the next 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
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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