Nebius Stock News

Nebius grew full-year 2024 revenue by 462% to $117.5M, with Q4 AI cloud revenue up 602% year-over-year. March 2025 annualized run-rate revenue (ARR) is expected to exceed $220M, targeting $750M–$1B ARR by year-end. Trading at just 2.9x forward EV/ARR, Nebius is significantly undervalued versus AI peers trading at 20–25x multiples.

The AI industry is still thriving, and investing in AI hyperscalers like Nebius and CoreWeave offers significant profit potential. Nebius is more diversified, debt-free, and has strategic European exposure, making it a better investment than CoreWeave. CoreWeave's heavy reliance on Microsoft and substantial debt pose significant risks, despite its higher revenue and cheaper valuation.

NBIS stock has dipped 58% recently, largely due to broader market weakness and negative commentary from Jim Cramer, but I see a buying opportunity. Despite current losses, Nebius is projected to break even on EBITDA in 2025 and achieve profitability in 2026, indicating strong future growth. Valuation is attractive with a forward P/S ratio of 5.3x for FY2026, significantly lower than industry av...

Subscribers to  Chart of the Week  received this commentary on Sunday, March 30.

Nebius, born from Yandex's breakup, resumed NASDAQ trading with $2.5 billion in cash, focusing on AI infrastructure and services, making it a speculative growth play. The company rapidly launched AI platforms, expanded data centers, and secured $700 million from investors like NVIDIA and Accel, showcasing its aggressive growth strategy. Despite burning over $1 billion last year on infrastructur...

As AI takes over attention in the tech market, the growing demand for tech center services to support increasing generative AI complexity is flying under the radar. During the current tech share slump, some data center stocks caught in the shuffle are trading below their fair value, presenting opportunities to long-term investors.

Many artificial intelligence (AI) stocks have sold off recently, presenting compelling buying opportunities for patient investors. But folks with a sizable amount of their portfolio in names like Nvidia (NVDA -0.66%) may be looking for other ideas.

Nebius's shares are down 21% since my last article, but the company has announced several positive developments since then. I have updated my forecast for Nebius's operating metrics. As a result, my capital expenditure projections have increased to $5.05 billion in 2025 and $4.49 billion in 2026. I have also revised my revenue estimates upward to $845 million in 2025 and $3.02 billion in 2026.