$187.77-33.20 (-15.02%)
Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally.
Nebius Group N.V. in the Communication Services sector is trading at $187.77 with a market capitalization of $67.4B. Wall Street consensus targets $258.13 (15 analysts), implying a +37.5% move over the next 12 months. The stock is currently 37% below its 52-week high of $299.86, remaining 34.2% above its 200-day moving average. On fundamentals, Piotroski 6/9 shows mixed financial quality, Altman Z in the safe zone. The Whystock Score of 100/100 reflects bullish alignment across trend, valuation and analyst targets.
| Metric (USD) | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|
| Total Revenue | $399.00M↑ | $227.70M↑ | $146.10M↑ | $100.70M↑ | $50.90M |
| Gross Profit | $295.20M↑ | $159.20M↑ | $103.20M↑ | $75.40M↑ | $26.20M |
| Operating Income | -$128.00M↑ | -$250.00M↓ | -$130.20M↓ | -$102.00M↑ | -$120.30M |
| Net Income | $621.20M↑ | -$268.80M↓ | -$119.60M↓ | $584.50M↑ | -$113.50M |
Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally. It offers Nebius builds full-stack infrastructure for AI, includin...
Nebius has grown revenue nearly 33-fold in eight quarters, while Strategy's top line has barely budged — a divergence that raises questions about sustainability.
Nebius Group N.V. (NASDAQ:NBIS) rallied more than 18% on July 21 after NVIDIA Corporation (NASDAQ:NVDA) disclosed a 9.3% beneficial ownership stake in the AI cloud infrastructure company. The disclosure, stemming from Nvidia’s previously announced $2 billion strategic investment, reinforced investor confidence that Nebius is emerging as one of Nvidia’s most important AI infrastructure partners. Why […]
Nebius is hemorrhaging 9% while Snowflake climbs and Cloudflare barely flinches, and the divergence reveals something important about which AI cloud bets investors are actually willing to hold when volatility spikes.
Two neoclouds are racing for the same gigawatts and hyperscaler contracts, but one bets on owned dirt while the other bets on a full software stack. Only one of those bets looks defensible heading into 2026.
Nvidia backs both CoreWeave and Nebius, but faster growth, a cleaner balance sheet, and a fresh Nvidia stake make one the clearer buy.