
NBIS Stock Forecast & Price Target
NBIS Analyst Ratings
Bulls say
Nebius Group NV demonstrated impressive financial performance with total revenue reaching $146.1 million, representing a substantial year-over-year growth of 237%, primarily driven by robust demand in its core business. The company is also poised for significant growth, with projections indicating an annualized revenue run-rate of $7-9 billion by the end of CY26 due to ramped-up capacities for major clients like Meta and Microsoft. Additionally, the potential for double-digit returns on capital, supported by structural efficiencies and cost savings relative to competitors, further strengthens the positive outlook for Nebius Group's stock.
Bears say
Nebius Group NV has lowered its revenue guidance for 2025 to approximately $525 million due to an inability to meet demand, signaling challenges in scaling their operational capacity. The company's potential for profitable growth is hampered by a need for sufficient funding and an optimized cost structure, compounded by difficulties in acquiring enterprise clients amidst existing reliance on AI-native startups. Furthermore, geopolitical and regulatory risks associated with its connection to Yandex may adversely impact Nebius's competitiveness, particularly in securing contracts with traditional companies entrenched with larger hyperscalers.
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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