
NBIS Stock Forecast & Price Target
NBIS Analyst Ratings
Bulls say
Nebius Group reported total revenue of $146.1 million, reflecting a remarkable year-over-year growth of 237%, driven by strength in its core business operations. The company is set to benefit significantly from a multiyear $17 billion revenue agreement with Microsoft, which is expected to enhance its backlog and potentially lead to additional high-profile deals. With projected annualized revenue run-rate guidance between $7 billion and $9 billion for CY26, alongside anticipated structural efficiencies that could result in double-digit returns on capital, Nebius demonstrates strong financial fundamentals that support a positive outlook.
Bears say
Nebius Group's revenue guidance for 2025 was significantly lowered to approximately $525.0 million due to an inability to meet demand, indicating operational challenges that could hinder future growth. The company's reliance on enterprise customers for long-term stability poses a risk, particularly as it faces challenges in securing funding and optimizing its cost structure, which could further limit its scalability. Additionally, geopolitical and regulatory risks stemming from its ties to the former parent company Yandex could complicate Nebius's efforts to win over traditional companies entrenched with larger hyperscale providers.
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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