NASDAQ
209.37USD
+2.00 (+0.96%)
We have scored 105 news catalysts on Nebius Group N.V. (NBIS) over the past 12 months. The biggest single-day move next to one of them came Jul 1, 2026, when NBIS closed −17.0%: “The Neocloud Trade Could Turn Shareholders Into Bagholders. Nebius Just Cratered 17%”. Coverage across the window leans positive (average ticker sentiment +0.50). Most of the impact sits in revenue growth rate and sector technology.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
50.2B
P/E
—
EPS
—
Beta
1.44
52W range
73.52-299.86
Day range
208.48–220.40
Open
212.09
Prev close
207.37
Volume
13.6M
Avg volume
20M
Dividend
0.00
IPO
2011-05-24
Analysts publish price targets on NBIS, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
10 analyst price targets from $144 to $410
as of 2026-08-26
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Nebius Group N.V. — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Nebius Group N.V., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for NBIS: .
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Nebius Group N.V. is a technology company dedicated to developing comprehensive infrastructure to serve the global artificial intelligence industry. Its operations encompass several key areas. Central to its mission is Nebius, an AI-focused cloud platform engineered to handle demanding AI workloads. This division constructs end-to-end AI infrastructure, featuring extensive GPU computing clusters, robust cloud platforms, and essential tools and services for developers. The group also includes Toloka AI, which functions as a data solutions provider, assisting with various phases of generative AI development. TripleTen operates as an educational technology venture, focused on equipping individuals with new skills for careers in the tech sector. Furthermore, Avride specializes in pioneering autonomous driving technologies for self-driving vehicles and delivery robots. Founded in 1989, the company was previously known as Yandex N.V. until its rebranding to Nebius Group N.V. in August 2024. Its headquarters are located in Amsterdam, the Netherlands, with additional research and development facilities spread across Europe, North America, and Israel.
The reconstruction
The price sits at the 20th percentile of published models, leaning bearish against the analyst set by declining both the flawless-execution bull cases and the severe-dilution bear cases, and roughly endorses the view that Nebius will convert its massive Meta-backed backlog into high-margin revenue without catastrophic capital traps.
What the disagreement turns on
Does the $27 billion Meta contract convert into actual free cash flow at the assumed 41-45% margins, or will the depreciation and debt costs from the massive required capex swallow operating income? The available data can measure GPU fleet utilization and quarterly revenue, but cannot directly measure the gap between adjusted EBITDA and true GAAP free cash flow, making the core dilution and depreciation risk difficult to settle with wired data alone.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $222 on 2026-08-26 — the quote has since moved -6%, so read this as a record of what was priced in then, not now.
