Loading news...
Nebius Group N.V. has consolidated after a parabolic 2025 re-rating, rebounding ~20%, with primary uptrend intact above long-term averages. Meta's Meta Compute validates long-duration AI infrastructure demand, reinforcing capacity scarcity and multi-year contracted revenue visibility. Revenue is expected to surge from $556 million in 2025 to $3.45 billion in 2026, a 521% year-over-year increase.
NBIS surges nearly 30% in a month as AI cloud demand, big tech deals and rapid data center expansion fuel a 97% six-month rally.
Nebius (NBIS 1.77%) is scaling fast with next-generation AI infrastructure, Blackwell deployments, and global cloud expansion. If the company executes well and demand for supercomputing capacity continues rising, Nebius could deliver meaningful upside for long-term investors watching the AI infrastructure boom.
Nebius is rated "Buy", with long-term growth underpinned by sold-out capacity and robust demand from hyperscaler agreements. NBIS' revenues are constrained by energizable supply, not demand, with 2.5 GW of contracted power guiding future growth. The company's full-stack approach includes in-house server design and advanced software like Token Factory, enhancing cost control and customer stickiness.
Nebius Group N.V. stock may have put in a bottom. There's room for NBIS stock to run to over $150. Execution and bottleneck risks threaten the bull thesis.
Nebius has announced two big AI cloud infrastructure deals with hyperscalers just since September. The cloud infrastructure company has other related business segments that could become meaningful growth drivers.
Nebius (NBIS) stock surged 10% on January 12th after receiving an analyst upgrade and news about early adoption of the NVIDIA Rubin platform. More notably, it has risen 200% over the past twelve months.
During the proverbial (and actual) gold rush, the most consistent fortunes are made by those selling the "picks and shovels." While the LLM wars between tech giants continue to dominate the headlines, the real staying power and predictability lie in the AI infrastructure stocks.
Nebius Group N.V. stock is still below 52-week highs. NBIS's vertical integration, software-first approach, and disciplined financial management create a durable moat versus hardware-centric peers. In a market increasingly looking for quality AI stocks, NBIS shines above the rest.
Nebius Group N.V. (NASDAQ: NBIS) shares are surging on Monday. The move comes as the broader market is also trending higher, with the S&P 500 up 0.14% and the Technology sector gaining 0.64%.
Growth stocks are at the heart of Wall Street's three-year bull market rally. A trio of high-octane growth stocks is expected to see their full-year sales increase by 169% to 521% in the new year.
AI hardware players are expected to have another great year. Cloud computing companies will continue to see demand outstrip supply.
Nebius rents GPU clusters out to artificial intelligence (AI) hyperscalers. It's a high-growth business, but CoreWeave and Nebius are deeply unprofitable.
Nebius expects to increase its cloud computing capacity dramatically in 2026. SoundHound AI is integrating generative AI into companies' interactions with their customers.
Nvidia (NVDA) stock rose about 0.5% on Friday morning after Lambda, an AI cloud infrastructure provider, revealed plans to raise at least $350 million in a pre-
Neocloud provider Nebius has the advantage of operating in a market where demand is outpacing supply. The company's data center capacity is already fully booked, and it has a substantial contractual backlog that could significantly accelerate its growth in the future.
Nebius and Applied Digital are both data center plays. SoundHound AI could see monster adoption over the next few years.
NBIS' growth hinges on accelerating data center buildouts and power contracts as AI demand stays strong but capacity remains the bottleneck.
Nebius is providing computing power for its AI hyperscaler clients. The company is expecting incredible growth in 2026.
Oracle's earnings report led to worries about the neocloud subsector. Micron countered with strong results.