Nebius Group NV

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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group's stock price has surged past my conservative valuation, driven by a new capital raise and a U.S. data center launch, signaling strong growth prospects. Given the successfully completed funding round and numerous available options, I believe the company will easily secure the funds for further capital expenditures. My revenue forecasts for 2025 and 2026 are $758 million and $1.518 billion, respectively, with EBITDA expected to reach $636 million by 2026.

Nebius: Keeping Bullish View After The Recent Growth

Nebius, formerly Yandex, has rebranded and relocated, focusing on AI-centric cloud platforms with substantial GPU capacity and efficient data centers. The company secured $700 million from Nvidia and Accel, ensuring funding for expansion and access to Nvidia chipsets. Nebius owns valuable assets like Avride, Toloka, Tripleton, and a stake in ClickHouse, with conservative valuations indicating significant upside potential.

Nebius: Lots Of Upside Levers

Nebius' unique engineering strengths and unexpected listing present a compelling investment opportunity in the burgeoning AI megatrend, driven by proven leadership and strategic partnerships. AI is poised to be the most significant value creation opportunity in history, with Nebius well-positioned to capitalize on this trend. Citron Research highlights Nebius' proprietary technology, robust engineering team, and substantial investments from Nvidia and Accel Partners as key growth drivers. Link to the research is below.

Nebius' Valuation Update After Backing From Nvidia

Nebius is astonishingly cheap for a pureplay AI company, even after doubling in a month. Nebius is a AI infrastructure company, offering compute for AI and machine learning workloads. The company has proven its ability as a cloud business in its previous life as Yandex, Russia's Google.

Nebius Group: Diamond In The AI Mania's Dust?

Nebius Group NASDAQ: NBIS has emerged as one of the most exciting small-cap plays in the AI infrastructure space. Over the past week, its stock has soared nearly 45%, pushing YTD gains to an impressive 64%.

Nebius Group Stock: A Rising AI Infrastructure Star

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Meet the Next AI Darling That Citron Research's Andrew Left Says Can Double. Nvidia Is an Investor and Not a Single Wall Street Analyst Covers the Stock.

Nebius stock jumped on the news that Nvidia had joined a $700 million private placement for the AI company. The post AI Stock Nebius Group Jumps After Nvidia Joins $700 Million Investment appeared first on Investor's Business Daily.

AI Stock Nebius Group Jumps After Nvidia Joins $700 Million Investment

AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (“Nebius Group”, “Nebius” or the “Company”; NASDAQ:NBIS), a leading AI infrastructure company, today announced that it has entered into definitive agreements for a USD 700 million private placement financing from a select group of institutional and accredited investors, including participation from Accel, NVIDIA, and certain accounts managed by Orbis Investments. The financing supports Nebius' previously announced plans to further build out its full.

Nebius Announces Oversubscribed Strategic Equity Financing of USD 700 Million to Accelerate Roll-out of Full-stack AI Infrastructure

NVIDIA

AI infrastructure firm Nebius Group on Monday said it was raising $700 million in a private placement from investors including Nvidia , Accel and some accounts managed by Orbis Investments.

Nvidia among investors in $700 mln capital raise by AI firm Nebius Group

AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (“Nebius Group”, “Nebius” or the “Company”; NASDAQ:NBIS), a leading AI infrastructure company, today announced the launch of its first GPU cluster in the United States with a deployment in Kansas City, MO, bringing its AI-native cloud closer to American customers. Scheduled to go live in Q1 2025, the Kansas City cluster will house thousands of state-of-the-art NVIDIA GPUs, primarily H200 Tensor Core GPUs in the initial phase, with the energy-efficie.

Nebius Expands in US With First GPU Cluster in Kansas City, Offices in San Francisco, Dallas and New York

Nebius Group on Tuesday said it plans to open its first cloud computing operations in the United States, which could eventually house up to 35,000 chips from Nvidia.

Nebius Group to open first US cloud operations after resuming trading

KANSAS CITY, Mo.--(BUSINESS WIRE)--Patmos is thrilled to announce that Nebius, a global provider of high-performance AI infrastructure, will be the first client in its Kansas City data center. This partnership marks a significant milestone for both companies as Nebius enters the North American market to bring its innovative AI-native cloud platform closer to American customers. Patmos' Kansas City facility, designed as a cutting-edge AI innovation hub, will serve as a critical base for Nebius'.

Patmos Announces Nebius as First Tenant in New Kansas City Data Center

Nebius Group's stock showed solid growth in the first days of trading, reaching my target fair value of $23. The company's data center in Finland and co-location data center in Paris represent a great opportunity for Nebius's revenue growth. Capital expenditures for data center expansion are substantial, but the company has sufficient liquidity reserves to meet these needs without an immediate need to raise new capital.

Nebius Group: More Growth Ahead

Nebius Group on Thursday reported a jump in quarterly revenue on strong demand for AI infrastructure, in its first earnings report since shares resumed trading last week after a more than two-year pause.

Nebius Group's quarterly revenue surges on strong AI demand

Nebius Group's stock will resume trading on NASDAQ on October 21st. As the company published the updated presentation of its business, I updated my valuation. As a result, I keep my positive view on the company's business prospects, but I slightly decrease my Nebius's fair share price from $23.6 to $23. I expect high volatility in the company's share price in the first days of trading.

Nebius Group: A Positive View Before The Resumption Of Share Trading

AI infrastructure firm Nebius Group expects to make annual recurring revenue of $500 million to $1 billion in 2025, the company said on Friday before trading of its shares resumes on Nasdaq on Monday after a lengthy suspension.

AI cloud firm Nebius Group expects up to $1 bln in ARR in 2025

Nebius, the company formerly known as Yandex that's now focused on cloud infrastructure for AI uses (aka “AI compute”), is to begin trading on the public markets once again — more than two years after the Nasdaq halted trading due to economic sanctions imposed in the wake of Russia's Ukraine invasion in 2022.

Nebius to resume Nasdaq trading after severing ties with Russia and Yandex

AI infrastructure firm Nebius Group said on Thursday its shares will resume Nasdaq trading on Monday, after being halted soon after Russia's February 2022 invasion of Ukraine.

Nebius set to resume Nasdaq trading after completing split from Russia's Yandex

News for Nebius Group NV Stock (NBIS)