NBIS Ticker Curator

Short-term selloff: Shares tumble 14% amid financing concerns and AI cloud contract execution risks with Meta/Microsoft.

Analyst optimism: Expect...

Nebius (NBIS), a hot AI infra stock, eyes monster 2026 growth – but $10K to $1M unlikely without $2.6T cap.

Key highlights:

• ARR jumps from $1.25B...

Despite 14% plunge to $90.07 ($26B cap), Nebius draws hot investor interest in AI cloud pivot.

• Revenue explosion ahead: $1.25B (2025) to $7-9B...

• Sharp decline: NBIS at $89.96, down $14.92 (-14.23%) from $104.88 previous close at 12:21 ET.
• Session extremes: Day high $99.30, low $90.60,...

CoreWeave triggers sector selloff: Shares slump 15% on plans to double CapEx to $30-35B from $14.9B, raising margin pressure fears.

• Nebius pulled...

Nebius delivers 547% revenue growth and a $20B+ contract backlog fueled by Meta/Microsoft demand, yet operational scaling challenges pose critical execution risks for investors.

Q4 Earnings Highlights

• 🔥 Revenue Surge: Q4 group revenue reached $228 million, up 547% year-over-year and 56% from Q3.
• 🔥 AI Cloud Growth: AI...

Nebius (NBIS) delivers 479% revenue growth alongside a strategic $275M acquisition to expand into agentic AI infrastructure, fueling massive future growth potential.

Post-Q4 Momentum: Shares rebounded >20% on strong forward demand and improved gross margins.

• Explosive Gains: +194.9% past year, +120% surge tied...

Strategic capital allocation post-restructuring: Nebius uses Russian exit proceeds for share repurchases.

• Boosts value: Repurchases enhance...

Toloka-Nebius integration embeds verified human judgment into AI infrastructure via Tendem:

• 10,000+ vetted experts across 20+ domains for...

Nebius edge in specialized AI cloud:

• Explosive Q4 2025 revenue +830% YoY, 2026 guidance $3-3.4B with $7-9B run-rate; pipeline >$4B.
  -...

Nebius (NBIS) released Q4 and FY 2025 earnings showing explosive growth in its AI cloud, yet mushrooming Capex overshadows this hypergrowth—key tension for investors balancing revenue upside against spend risks.

• Double-bottom pattern at $73 signals rebound to $140 (32% upside), with Supertrend green, above EMAs, RSI bullish
• Analysts say "Don't Let The...

• Nebius & CoreWeave earnings dissected, spotlighting heavy asset business model
• AI/memory dynamics fueling opportunities and challenges
• Broader...

NBIS is quietly gaining alongside WULF, APLD, CLSK as Nvidia-Google rivalry escalates to AI infrastructure control, with data centers, power, and...

NBIS momentum builds on Wed surge:

• 3.5% mid-day gain, intraday high $107.44
• Closed $106.12 (+$3.54, 3.45%)
• Volume hit 8.68M shares

Strong multi-source validation – investors eye next session.

Nebius stands out with higher average selling prices and a 100% attach rate for AI cloud software, fueling its sticky business model beyond GPUs—analysts rate NBIS stock a buy.

Analyst Forecasts

• 🔥 200% Rally Predicted: Analysts predict a 200% rally for NBIS stock, with Northland Securities raising price target to $232...

Bullish trend building: Analysts project 550% YoY revenue jump to $4B in 2026, matching 547% surge with $22B backlog from Meta/Microsoft.

• Capacity...