Danil Sereda upgrades Nebius Group (NBIS) to 'Buy' due to its superior execution, strong balance sheet with $8B cash against $10.2B debt, and innovative technology compared to CoreWeave (CRWV), which remains a 'Hold'. NBIS's global data centers and proprietary software enhance margin stability and attract key partners like Palantir. Despite a premium valuation, NBIS is favored for long-term growth driven by expanding AI infrastructure demand and better operating leverage. This positions NBIS for stronger earnings potential and market outperformance over CRWV.
As of Oct 13, 2026 19:02 WIB, NBIS trades at USD 203.00 on Pluang, down 3.36% in one day, while CRWV is priced at USD 77.66 with a 3.24% decline. NBIS holds a market cap of $57.11B, surpassing CRWV's $44.27B on the platform. Typical hold time for NBIS investors is 25 days, significantly longer than CRWV's 8 days, reflecting different investor engagement levels.
Nebius Group's stock dropped 3% even after Rosenblatt Securities gave it a Buy rating, reflecting ongoing pressure from a recent AI infrastructure selloff. The company, which rents AI accelerator capacity, has a strong revenue backlog of $37.5 billio...
Shares of CoreWeave, Nebius, and Oracle fell significantly due to concerns about their heavy borrowing to finance AI infrastructure expansion. CoreWeave led the decline with a 7% drop, followed by Nebius down 6% and Oracle down 5%, while broader clou...
