Nebius Group's stock fell 23.58% in September after a strong rally that lifted it 153.5% year to date, driven by explosive revenue growth of 454% in Q2 2026. Despite the recent pullback, Arete Research raised its price target to $415, implying a 96% upside, based on Nebius' $40 billion contracted backlog and multi-year deals with major hyperscalers like Microsoft and Meta. The company maintains strong adjusted EBITDA margins and expects significant revenue growth in 2026. The main risks include high capital expenditure, customer concentration, and potential dilution from convertible debt, but the fundamentals support a cautiously optimistic outlook.
Nebius Group NV holds a market cap of $57.68 billion and an enterprise value of $59.81 billion as of September 15, 2026, 18:13 WIB. On Pluang, NBIS shares trade at $214.22, showing a modest 0.96% gain on the day. This trading activity occurs after a significant pullback in September, highlighting ongoing investor interest despite recent volatility.
Nebius, an AI-native cloud infrastructure firm, is benefiting from rising AI demand for data center space and multi-year contracts. Although currently unprofitable under GAAP due to heavy investment, the company expects future profitability as reinve...
Nebius Group reported a massive $37.49 billion in contracted backlog, reflecting multi-year revenue commitments that provide strong business visibility. About 70% of these deals include upfront prepayments, which fund much of the company's capital ex...
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Nebius surged 8% after announcing a strategic partnership with Palantir Technologies to combine AI infrastructure and software analytics. This collaboration positions Nebius as a preferred sovereign AI infrastructure provider, potentially unlocking n...
