Nebius Group (NBIS), a Netherlands-based technology company, focuses on AI infrastructure, offering Nebius AI, a cloud platform for intensive AI workloads. It has gained attention due to a $700 million private placement and a partnership with Nvidia for advanced GPUs. Year-to-date, its stock surged 90%, reflecting strong investor interest. Revenue growth is impressive, with a 385% increase noted in the first quarter. The target price of $84 per share is contingent upon successful execution, although challenges such as substantial EBITDA losses and high capital expenditures remain concerning for investors.
Nebius Group (NASDAQ:NBIS), a spinoff from former Russian search giant Yandex, is a Netherlands-based technology company carving a niche in the global artificial intelligence (AI) infrastructure market. Its flagship offering, Nebius AI, provides a full-stack cloud platform optimized for intensive AI workloads, supported by large-scale graphics processing unit (GPU) clusters and developer tools.
The AI infrastructure stock has captured significant attention in 2025, fueled by a $700 million private placement from investors like Nvidia (NASDAQ:NVDA), Accel, and Orbis, and a strategic partnership with Nvidia for early access to cutting-edge GPUs like the Blackwell series.
Nebius is well-positioned to capitalize on the explosive demand for AI infrastructure. Its first-quarter revenue surged 385% year-over-year to $55.3 million, with annualized run-rate (ARR) up 177% sequentially, reflecting robust market demand.
Achieving $84 within a year is possible with flawless execution, but volatility and reliance on external funding introduce risks for investors.
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