
NBIS Stock Forecast & Price Target
NBIS Analyst Ratings
Bulls say
Nebius Group reported a total revenue of $146.1 million, representing a remarkable 237% year-over-year growth, attributed to ongoing strengths in its core business operations. The company expects to exit calendar year 2026 with an annualized revenue run-rate between $7 billion and $9 billion, bolstered by a significant multiyear $17 billion agreement with Microsoft that is enhancing its revenue backlog. Additionally, Nebius is projected to achieve double-digit returns on capital due to notable structural efficiencies and cost savings in its data center operations, further supporting a positive financial outlook.
Bears say
The financial outlook for Nebius Group is negatively impacted by its inability to meet demand, resulting in a lowered revenue guidance for 2025 to approximately $525 million. The company faces challenges in securing sufficient funding and optimizing its cost structure, which are crucial for profitable scaling, particularly as it seeks to attract enterprise customers needed for long-term stability. Furthermore, geopolitical and regulatory risks stemming from its association with Yandex may hinder its capacity to compete effectively against established hyperscalers, potentially limiting its growth opportunities in a competitive market.
This aggregate rating is based on analysts' research of Nebius Group NV and is not a guaranteed prediction by Public.com or investment advice.
NBIS Analyst Forecast & Price Prediction
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