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.
Fed Chair Kevin Warsh warned that rising interest rates are impacting AI companies, especially those financing data center expansions with debt. Stocks like CoreWeave and Nebius Group dropped nearly 45-48% in a month due to high borrowing costs and c...
Nebius, a leading AI infrastructure provider, saw its shares fall 49% due to broad sector sentiment shifts. Despite this, demand for its capacity outstrips supply, allowing the company to raise prices dynamically and position itself for better-than-e...
Nebius Group N.V. is still rated a Buy despite a recent 40% decline in its stock price, thanks to strong fundamentals and financial health. The company projects a 504% revenue increase and about 40% adjusted EBITDA margin by 2026, indicating strong d...
Investor Yiannis Zourmpanos is aggressively accumulating Nebius shares following a 55% price correction, seeing it as a strong buying opportunity. Consensus forecasts Nebius to report $905.74 million in Q3 revenue, but achieving the annual target of ...
CoreWeave and Nebius, two leading AI cloud providers, saw their stock prices drop by about half in a month due to political risks slowing data center expansions. CoreWeave faces a tougher challenge with high debt and a pending class action, needing s...
