NBIS

Nebius Group N.V. Class A Ordinary Shares (NBIS) | Rumor.io

Nebius Group

NBIS

Attention (50-day avg)1.51%

Attention rank (50-day avg)#11

Bullish sentiment (50-day avg)69%

Price to earnings ratio73.2

Market capitalization58.9B

Earnings per share-0.07

Dividend yield (TTM)—

Revenue (annual)529.8M

Net income (annual)82.5M

Social

What share of all stock conversation is about NBIS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.93% -0.15	1.14% +0.12	1.18% -0.62	0.78% +0.51

Sep 30

The author believes Nebius' ability to trade specific metrics on company earnings is a game-changer, making the DD more worthwhile and allowing deep analysis of revenue, EPS, and KPIs.
A Nebius shareholder is optimistic about the company's future, expecting a lift-off after Q3 and Q4 earnings.
The author is bullish on Nebius, predicting a breakout imminent and setting a price target of $260, with a potential for $250 to be surpassed soon.

Generated by AI

Sentiment

Of the messages about NBIS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	78.17% +47.3	76.52% +1.9	74.39% +9.6	81.99% -10.41
Bearish	21.83% -47.3	23.48% -1.9	25.61% -9.6	18.01% +10.41

Bullish· Sep 30

$NBIS has the potential to trade specific metrics on company earnings, making it an attractive investment opportunity for deep knowledge investors.
The AI sector, led by $NBIS, is well-positioned to perform well in a lagging market due to increasing cost of capital and mortgage rates affecting capital-intensive sectors.
$NBIS has a strong growth trajectory, with a potential price target of $300 in 2026, and is expected to break through the $250 level, potentially leading to higher prices.

Bearish· Sep 29

$NBIS's price is expected to drop to $75.20, which is 68% below the current price, as the author's count hasn't changed and the asset is still in wave 2 of C.
The same pattern that is pointing lower for $IREN is also visible in $NBIS, and a corrective move could be expected for both in the next market cycle, with a target of $28 for $IREN and $75.20 for $NBIS.
$NBIS's price is approaching a zone where Wave B ends and the Wave C correction begins, which in turn coincides with the breakdown of a wedge, and a massive drop is expected if the price breaks down.

Generated by AI

Topics

Of the messages about NBIS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Controversies	0%	0.01%	1.1%	0.29%
Macro	7.49%	24.55%	26.12%	42.97%
Announcements	21.66%	21.5%	28.86%	15.01%
Technical Analysis	59.82%	24.88%	13.13%	5.05%
Analysts	11.03%	28.22%	24.37%	30.19%
Earnings	0%	0.83%	6.41%	6.49%

Earnings· Aug 27

$NBIS revenue reached $582.3M in Q2 2026, up 454% YoY, with AI Cloud contributing.
$NVDA's earnings call lifted the broader AI trade, with $NBIS up around 6% and carrying into Asia.
$NVDA's monster earnings call was basically $NBIS's second earnings report, with some investors calling Nebius's performance superior.

Analysts· Sep 25

The price target for $NBIS has been raised by BNP Paribas Exane to $399, with a "conservative" model, and by BofA to $310, with the stock price jumping 7.44% on the news.
The upgrade and price target increase have been driven by strong demand for GPU cloud services, with prices set to rise by around 20% on October 1, and the company's Q2 revenue jumping 454% to $582M.
Analysts are bullish on $NBIS, with the stock seen as a winner in the market, and some even considering it a buy or a bubble, with a price target of $415 and a valuation analysis suggesting the company's real value may be higher than its current stock price.

Announcements· Sep 29

Nebius Group N.V. (NBIS) signed four major contracts, reporting Q2 revenue of $582.3M, up 454% YoY.
A Seeking Alpha article suggests the partnership between Nebius and Palantir is potentially a big one, connecting Palantir customers with Nebius and lowering customer acquisition costs.
Nebius rents out computing power companies need to build and run AI, with a $880k pipeline and a 11.9% YoY growth in real contracts, not just hype.

Controversies· Jul 1

$NBIS declined 15-17% after reports that Meta is developing a cloud business to sell excess AI compute, potentially increasing competition for neocloud names.
The move is being framed as a potential end to the neocloud boom, with $NBIS and peers experiencing significant losses.
Despite having multi-billion deals with Meta locked in, $NBIS stock price dropped significantly, with investors spooked by the prospect of direct competition from Meta's new cloud offering.

Macro· Sep 21

The company Nebius Group N.V. ($NBIS) has raised its prices twice in three months, but competitors are raising enough capital to erode their pricing power, and the company must continue to invest in providing a better developer experience to maintain its moat.
Analysts have raised concerns about $NBIS's unit economics, funding costs, GPU pricing, and the possibility of hyperscalers bringing more compute in-house, leading to a sell rating and a cautionary view of the company's prospects.
$NBIS has secured a $5.75 billion convertible bond raise, a Palantir sovereign AI partnership, and a significant stake from NVIDIA, but faces challenges in maintaining its pricing power and unit economics, and its stock analysis is uncertain.

Technical Analysis· Sep 29

$NBIS is trying to coil and breakout in the next few months, needing to hold above $190's to confirm the move.
The stock is struggling to break out of its tight range, which could lead to a breakout towards the upside, with compression often preceding expansion.
$NBIS is holding the 8ema and has trouble breaking the $246 level, but once it does, it could lead to a quick move up to the top of the parallel channel at $265.

Generated by AI

Community

Of the messages about NBIS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	85.19%	88.93%	80.68%	66.43%
Newcomers	14.81%	11.07%	19.32%	33.57%

Regulars· Sep 30

The regulars are excited about the potential for trading specific metrics on company earnings, making the due diligence on Nebius Group N.V. even more worthwhile.
The Nebius Group N.V. stock price is expected to experience a significant breakout, with the $250 level being a crucial point to watch, and the stock is considered a strong candidate for a continued upward trend.
The regulars are optimistic about the company's prospects, with one analyst initiating coverage with an Outperform rating and setting a price target of $300, and another predicting a strong performance in a lagging market due to the company's focus on AI and hyperscalers.

Newcomers· Sep 30

The newcomers are focused on the potential for $NBIS to reach $254 and are advising to take 30-45 day options to allow time for the stock to work.
The newcomers are identifying economic bottlenecks and are focused on the opportunity in the compute capacity thesis, citing $NBIS as an example.
The newcomers are speculating about the potential for $NBIS to reach $200 and are also discussing a possible meeting between Jensen and Nebius Group N.V., citing a source that claims Jensen stayed in Greenland for 2 hours.

Generated by AI

Nebius Group has delivered a powerful run in recent years, and with the stock around US$237 after a sharp multi year climb, the key issue for anyone looking at it today is whether that price still lines up with what the business is generating in sales. With AI infrastructure headlines swirling around Nebius, the valuation question has shifted from the story to the numbers sitting behind that story. Over the past 5 years, Nebius has returned about 202%, which puts a lot of weight on whether...

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Cerebras Systems vs. Nebius: What Revenue Growth Trends Reveal to Investors About These Artificial Intelligence Companies | The Motley Fool

Nebius has surged to a 3x revenue advantage in just two years, while Cerebras hit a rare stumble last quarter.

18h agoThe Motley Fool

What's Going On With Nebius Group Stock Tuesday? - Nebius Group (NASDAQ:NBIS)

Nebius Group (NBIS) shares jump ~5% as demand drives a 20% GPU cloud price hike starting Oct. 1. Read our full analysis.

19h agobenzinga.com

Nebius Climbs 4% Despite Michael Burry’s Bigger Bearish Bet; CoreWeave Ticks Up, Cloudflare Slips

Famous “Big Short” investor Michael Burry has apparently hardened his stance against Nebius Group (NASDAQ:NBIS), and Nebius stock is climbing anyway. Nebius stock is up 4% to $241.80 early in the session, leaving NBIS shares up 189% year to date. That rally runs in the opposite direction from how a larger, more leveraged position from […]

20h agoYahoo Finance

Nebius: Strong Buy As Palantir Unlocks A New Growth Engine (NASDAQ:NBIS)

Nebius Group (NBIS) remains a strong buy, driven by a transformative partnership with Palantir (PLTR) that expands enterprise reach and diversifies customer...

23h agoSeeking Alpha

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Nebius Group N.V. Class A Ordinary Shares

Communication Services
Internet Content & Information

Nebius Group N.V. Class A Ordinary Shares represents ownership in Nebius Group, a technology company focused on building full-stack infrastructure for the global AI industry. Nebius Group provides an AI-centric cloud platform that includes large-scale GPU clusters, cloud services, and developer tools for organizations developing and deploying artificial intelligence workloads. The company also operates specialized businesses under the Nebius umbrella, including Toloka AI, which supports data services for generative AI development; TripleTen, an edtech platform centered on technology reskilling; and Avride, which develops autonomous driving technology. Based in Amsterdam, Nebius Group serves customers and partners across the United States, the United Kingdom, and international markets, positioning itself as an infrastructure provider within the broader technology services sector.

Website

Location

Schiphol Boulevard 165

Schiphol, 1118 BG

Netherlands

Social

What share of all stock conversation is about NBIS?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.93% -0.15	1.14% +0.12	1.18% -0.62	0.78% +0.51

Sep 30

The author believes Nebius' ability to trade specific metrics on company earnings is a game-changer, making the DD more worthwhile and allowing deep analysis of revenue, EPS, and KPIs.
A Nebius shareholder is optimistic about the company's future, expecting a lift-off after Q3 and Q4 earnings.
The author is bullish on Nebius, predicting a breakout imminent and setting a price target of $260, with a potential for $250 to be surpassed soon.

Generated by AI

Sentiment

Of the messages about NBIS that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	78.17% +47.3	76.52% +1.9	74.39% +9.6	81.99% -10.41
Bearish	21.83% -47.3	23.48% -1.9	25.61% -9.6	18.01% +10.41

Bullish· Sep 30

$NBIS has the potential to trade specific metrics on company earnings, making it an attractive investment opportunity for deep knowledge investors.
The AI sector, led by $NBIS, is well-positioned to perform well in a lagging market due to increasing cost of capital and mortgage rates affecting capital-intensive sectors.
$NBIS has a strong growth trajectory, with a potential price target of $300 in 2026, and is expected to break through the $250 level, potentially leading to higher prices.

Bearish· Sep 29

$NBIS's price is expected to drop to $75.20, which is 68% below the current price, as the author's count hasn't changed and the asset is still in wave 2 of C.
The same pattern that is pointing lower for $IREN is also visible in $NBIS, and a corrective move could be expected for both in the next market cycle, with a target of $28 for $IREN and $75.20 for $NBIS.
$NBIS's price is approaching a zone where Wave B ends and the Wave C correction begins, which in turn coincides with the breakdown of a wedge, and a massive drop is expected if the price breaks down.

Generated by AI

Topics

Of the messages about NBIS that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Controversies	0%	0.01%	1.1%	0.29%
Macro	7.49%	24.55%	26.12%	42.97%
Announcements	21.66%	21.5%	28.86%	15.01%
Technical Analysis	59.82%	24.88%	13.13%	5.05%
Analysts	11.03%	28.22%	24.37%	30.19%
Earnings	0%	0.83%	6.41%	6.49%

Earnings· Aug 27

$NBIS revenue reached $582.3M in Q2 2026, up 454% YoY, with AI Cloud contributing.
$NVDA's earnings call lifted the broader AI trade, with $NBIS up around 6% and carrying into Asia.
$NVDA's monster earnings call was basically $NBIS's second earnings report, with some investors calling Nebius's performance superior.

Analysts· Sep 25

The price target for $NBIS has been raised by BNP Paribas Exane to $399, with a "conservative" model, and by BofA to $310, with the stock price jumping 7.44% on the news.
The upgrade and price target increase have been driven by strong demand for GPU cloud services, with prices set to rise by around 20% on October 1, and the company's Q2 revenue jumping 454% to $582M.
Analysts are bullish on $NBIS, with the stock seen as a winner in the market, and some even considering it a buy or a bubble, with a price target of $415 and a valuation analysis suggesting the company's real value may be higher than its current stock price.

Announcements· Sep 29

Nebius Group N.V. (NBIS) signed four major contracts, reporting Q2 revenue of $582.3M, up 454% YoY.
A Seeking Alpha article suggests the partnership between Nebius and Palantir is potentially a big one, connecting Palantir customers with Nebius and lowering customer acquisition costs.
Nebius rents out computing power companies need to build and run AI, with a $880k pipeline and a 11.9% YoY growth in real contracts, not just hype.

Controversies· Jul 1

$NBIS declined 15-17% after reports that Meta is developing a cloud business to sell excess AI compute, potentially increasing competition for neocloud names.
The move is being framed as a potential end to the neocloud boom, with $NBIS and peers experiencing significant losses.
Despite having multi-billion deals with Meta locked in, $NBIS stock price dropped significantly, with investors spooked by the prospect of direct competition from Meta's new cloud offering.

Macro· Sep 21

The company Nebius Group N.V. ($NBIS) has raised its prices twice in three months, but competitors are raising enough capital to erode their pricing power, and the company must continue to invest in providing a better developer experience to maintain its moat.
Analysts have raised concerns about $NBIS's unit economics, funding costs, GPU pricing, and the possibility of hyperscalers bringing more compute in-house, leading to a sell rating and a cautionary view of the company's prospects.
$NBIS has secured a $5.75 billion convertible bond raise, a Palantir sovereign AI partnership, and a significant stake from NVIDIA, but faces challenges in maintaining its pricing power and unit economics, and its stock analysis is uncertain.

Technical Analysis· Sep 29

$NBIS is trying to coil and breakout in the next few months, needing to hold above $190's to confirm the move.
The stock is struggling to break out of its tight range, which could lead to a breakout towards the upside, with compression often preceding expansion.
$NBIS is holding the 8ema and has trouble breaking the $246 level, but once it does, it could lead to a quick move up to the top of the parallel channel at $265.

Generated by AI

Community

Of the messages about NBIS, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	85.19%	88.93%	80.68%	66.43%
Newcomers	14.81%	11.07%	19.32%	33.57%

Regulars· Sep 30

The regulars are excited about the potential for trading specific metrics on company earnings, making the due diligence on Nebius Group N.V. even more worthwhile.
The Nebius Group N.V. stock price is expected to experience a significant breakout, with the $250 level being a crucial point to watch, and the stock is considered a strong candidate for a continued upward trend.
The regulars are optimistic about the company's prospects, with one analyst initiating coverage with an Outperform rating and setting a price target of $300, and another predicting a strong performance in a lagging market due to the company's focus on AI and hyperscalers.

Newcomers· Sep 30

The newcomers are focused on the potential for $NBIS to reach $254 and are advising to take 30-45 day options to allow time for the stock to work.
The newcomers are identifying economic bottlenecks and are focused on the opportunity in the compute capacity thesis, citing $NBIS as an example.
The newcomers are speculating about the potential for $NBIS to reach $200 and are also discussing a possible meeting between Jensen and Nebius Group N.V., citing a source that claims Jensen stayed in Greenland for 2 hours.

Generated by AI

Nebius Group

Social

Sep 30

Bullish· Sep 30

Bearish· Sep 29

Earnings· Aug 27

Analysts· Sep 25

Announcements· Sep 29

Controversies· Jul 1

Macro· Sep 21

Technical Analysis· Sep 29

Regulars· Sep 30

Newcomers· Sep 30

Nebius (NBIS) Stock Still Trades At A Premium On AI Price Hikes

Zacks Investment Ideas feature highlights: Advanced Micro Devices, Micron, Nebius, Alphabet, Meta Platform and Apple

Cerebras Systems vs. Nebius: What Revenue Growth Trends Reveal to Investors About These Artificial Intelligence Companies | The Motley Fool

What's Going On With Nebius Group Stock Tuesday? - Nebius Group (NASDAQ:NBIS)

Nebius Climbs 4% Despite Michael Burry’s Bigger Bearish Bet; CoreWeave Ticks Up, Cloudflare Slips

Nebius: Strong Buy As Palantir Unlocks A New Growth Engine (NASDAQ:NBIS)

Also Discussed

Nebius Group N.V. Class A Ordinary Shares

Company Information

Location

Nebius (NBIS) Stock Still Trades At A Premium On AI Price Hikes

Zacks Investment Ideas feature highlights: Advanced Micro Devices, Micron, Nebius, Alphabet, Meta Platform and Apple

Cerebras Systems vs. Nebius: What Revenue Growth Trends Reveal to Investors About These Artificial Intelligence Companies | The Motley Fool

What's Going On With Nebius Group Stock Tuesday? - Nebius Group (NASDAQ:NBIS)

Nebius Climbs 4% Despite Michael Burry’s Bigger Bearish Bet; CoreWeave Ticks Up, Cloudflare Slips

Nebius: Strong Buy As Palantir Unlocks A New Growth Engine (NASDAQ:NBIS)

Also Discussed

Social

Sep 30

Bullish· Sep 30

Bearish· Sep 29

Earnings· Aug 27

Analysts· Sep 25

Announcements· Sep 29

Controversies· Jul 1

Macro· Sep 21

Technical Analysis· Sep 29

Regulars· Sep 30

Newcomers· Sep 30