Invezz
30 Sept 2025, 15:18 UTC · 49w ago
Verdict
Headline takes no side. We score NBIS +0.40 — moderately bullish.
+0.40moderately bullish
More positive than 66% of ticker scores this week
Which stocks this story touches
More positive than 66% of ticker scores this week
Reports record high stock price and massive revenue growth driven by a $17bn Microsoft deal, though offset by high valuation and losses.
More negative than 69% of ticker scores this week
Cited as part of a growing competitive field that may squeeze margins for AI infrastructure plays.
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Scored by the NIS engine · methodology.
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More negative than 69% of ticker scores this week
Cited as part of a growing competitive field that may squeeze margins for AI infrastructure plays.
More negative than 69% of ticker scores this week
Cited as part of a growing competitive field that may squeeze margins for AI infrastructure plays.
More negative than 69% of ticker scores this week
Cited as part of a growing competitive field that may squeeze margins for AI infrastructure plays.
More positive than 54% of ticker scores this week
Mentioned as a major anchor client investing $17 billion in AI infrastructure.
More negative than 69% of ticker scores this week
Cited as part of a growing competitive field that may squeeze margins for AI infrastructure plays.
More negative than 69% of ticker scores this week
Cited as part of a growing competitive field that may squeeze margins for AI infrastructure plays.
More positive than 48% of ticker scores this week
Mentioned as a potential multi-billion dollar client for AI data center services.
More positive than 48% of ticker scores this week
Mentioned as a potential multi-billion dollar client for AI data center services.
More positive than 48% of ticker scores this week
Mentioned as a potential multi-billion dollar client for AI data center services.
More positive than 48% of ticker scores this week
Mentioned as the provider of the Blackwell Ultra GPU that the company is focusing on.
More positive than 95% of relationship scores this week
[mutual] Nebius entered into a partnership with Microsoft for AI infrastructure services.
More positive than 95% of relationship scores this week
[a_to_b] Microsoft is an anchor client spending over $17 billion using Nebius's New Jersey data center.
More positive than 76% of relationship scores this week
[a_to_b] Nebius is focusing on and upgrading to Nvidia's Blackwell Ultra GPUs.
More positive than 33% of relationship scores this week
[mutual] Bitfarms is identified as a competitor in the AI infrastructure sector.
More positive than 33% of relationship scores this week
[mutual] Cipher Mining is identified as a company competing in the industry.
More positive than 33% of relationship scores this week
[mutual] Core Scientific is identified as a company in the same industry as Nebius.
More positive than 33% of relationship scores this week
[mutual] Both companies operate in the AI data center and infrastructure industry.
More positive than 33% of relationship scores this week
[mutual] Riot Platforms is identified as a competitor/peer in the AI infrastructure space.
More positive than 33% of relationship scores this week
[mutual] TeraWulf is cited as a company that has entered the industry alongside Nebius.
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The Motley Fool
3h ago
+92.5%
Price agrees with the score
$212.19 vs $110.22 close before publication (Sep 29) · not market-adjusted
NBIS chart →
