Nebius (NBIS) is rated a Strong Buy due to rapid backlog growth, strong GPU rental pricing, and secured capital for expansion. The company improved unit economics by passing GPU price hikes to contracts, supporting 50% adjusted EBITDA margins in Q2. It has a $40 billion backlog and plans to add at least 1GW of capacity annually through 2027. Despite high capital expenditure guidance, NBIS trades at an attractive 11.6x forward EV/EBITDA, below sector averages, with strong demand and pricing supporting long-term revenue growth.
Nvidia's equity investments have surged to $99 billion as of July 26, up from $7 billion a year ago, reflecting its aggressive expansion in the AI sector. The company has invested heavily in frontier AI labs, cloud providers, and infrastructure firms...
Oracle's stock dropped 4% amid a bond market selloff that raised Treasury yields, increasing borrowing costs for its heavy debt-funded AI infrastructure buildout. The company spent $55.7 billion on capital expenditures in fiscal 2026, largely funded ...
Nebius Group's stock has risen over 200% in a year, driven by major contracts and a $37.5 billion backlog. The company provides AI cloud services with significant revenue growth and margin expansion, but faces risks from heavy capital expenditures es...
IREN Limited reported a challenging quarter with a $684 million net loss due to impairments but showed AI cloud revenue doubling sequentially. Meanwhile, Nebius Group delivered a 454% revenue increase, driven by large AI cloud contracts and strong ma...
