Latest news with #NBIS
Yahoo
16 hours ago
- Business
- Yahoo
Nebius Group N.V. (NBIS) Highlights 400% Revenue Growth and Major Infrastructure Gains in 2024 Sustainability Report
Given the company's popularity among hedge funds and the bullish sentiment surrounding it, Nebius Group N.V. (NASDAQ:NBIS) makes it to our list of the Top 10 AI Infrastructure Stocks to Buy Now. A computer screen showcasing Artificial Intelligence and Machine Learning algorithms at work. The company is experiencing strong growth while also emphasizing sustainability and operational efficiency, as evident in its 2024 Sustainability Report, published on July 11, 2025. The report highlights a 20% lower total cost of ownership (TCO) for customers, indicating increased infrastructure efficiency and effectiveness, and power usage effectiveness (PUE) of 1.1, indicating optimal performance of its data centers. Moreover, Nebius Group N.V. (NASDAQ:NBIS) achieved 10 GWh in energy savings, representing a substantial reduction in energy usage. Meanwhile, the company's flagship Finnish data center successfully demonstrated its heat recycling ability, as it powered 65% of a local municipality's heating through recycling. At the same time, 94% of the data center's energy was generated from low-carbon sources, increasing the company's attractiveness to eco-conscious partners and clients. The company's financial growth is moving hand-in-hand with its sustainability efforts. For Q1 2025, Nebius Group N.V. (NASDAQ:NBIS) reported a 4x growth in its revenue with a 7x growth in its annualized run rate revenue. The company accumulated $1.4 billion in cash by the quarter end, enabling continued investment as it looks ahead to a $2 billion CapEx for 2025. Its partnership with NVIDIA and Metalamma further strengthens its competitive position. Nebius Group N.V. (NASDAQ:NBIS), based in the Netherlands, builds scalable AI infrastructure platforms, such as cloud solutions, autonomous systems, and developer tools, catering to the global AI industry. While we acknowledge the potential of NBIS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 7 Best Stocks to Invest in for a Quick Return and 10 Best Cheap Stocks to Buy According to Billionaire Ray Dalio. Disclosure: None. Sign in to access your portfolio
Yahoo
a day ago
- Business
- Yahoo
Nebius (NBIS) Soars 17.3% as Analyst Gives Buy Reco, Higher Price Target
We recently published . Nebius Group N.V. (NASDAQ:NBIS) is one of Monday's top performers. Nebius Group soared by 17.27 percent on Monday to end at $51.95 apiece following an investment firm's bullish rating and higher price target for the company. Over the weekend, Goldman Sachs gave Nebius Group N.V. (NASDAQ:NBIS) a 'buy' recommendation with a price target of $68, or a 30.9-percent upside from its latest closing price. According to Goldman Sachs, the rating was based on the company's leadership position in the neocloud market—an industry that heavily supports artificial intelligence growth. Additionally, Goldman Sachs said it expects a 50 percent upside from current levels for Nebius Group N.V. (NASDAQ:NBIS) due to AI's growing need for specialized GPU infrastructure. Based on its historical earnings reporting dates, Nebius Group N.V. (NASDAQ:NBIS) is set to release the results of its second quarter financial and operating results on August 1, 2025. An aerial view of an intricate network of digital infrastructure, lit up against a night sky. In the first quarter of the year, Nebius Group N.V. (NASDAQ:NBIS) widened its net loss from continuing operations by 41 percent to $113.6 million from $80.5 million in the same period last year. Revenues, on the other hand, expanded by 385 percent to $55.3 million from $11.4 million year-on-year. While we acknowledge the potential of NBIS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
3 days ago
- Business
- Yahoo
Can Nebius Monetize Its Bets on ClickHouse, Avride and Toloka?
Nebius Group N.V. NBIS is a Europe-based AI-infrastructure company. The stock price has seen a meteoric rise (up 146.4% in the past three months), outperforming the S&P 500's 18.9% growth. NBIS is gaining from strong revenue growth of 385% in the last reported quarter, driven by accelerating demand for its AI-infrastructure services. Apart from booming core AI business, investors also need to look at the company's various stakes in some high-growth tech ventures that could emerge as powerful value drivers. ClickHouse stake is a standout. NBIS has a 28% stake in ClickHouse, valued at around $6 billion presently, which translates into a ready capital source if monetized. Other stakes include Toloka, a data partner for all stages of AI development, TripleTen, an edtech platform, and Avride, an autonomous vehicle platform. NBIS holds a considerable majority economic interest stake in Toloka. This tech venture is now backed by Amazon's Jeff Bezos and Shopify's Mikhail Parakhin. This investment will enable Toloka to scale rapidly and enhance its focus as global demand for high-quality AI data continues to rise. Avride struck partnerships with major players like Uber, Hyundai, GrubHub and Rakuten in the last reported quarter. Nebius also highlighted that discussions with potential third-party investors are underway, indicating another path to capital generation. These various stakes give Nebius a unique edge among AI-infrastructure players. Nebius seems confident to effectively monetize these businesses and fuel its core business while minimizing dilution to existing shareholders and keeping debt in check. For investors, these hidden value drivers may represent the next leg of the company's valuation uplift. CoreWeave CRWV is another AI-infrastructure company with hyper revenue growth of 420% in the first quarter of 2025. CRWV has been focused on own infrastructure buildout. The company acquired Weights & Biases as part of the strategy to expand its footprint in high-performance AI-cloud infrastructure. CRWV also recently announced the acquistion of Core Scientific in an all-stock deal worth around $9 billion as it deepens the vertical integration strategy. By taking ownership of Core Scientific's 1.3 GW power infrastructure footprint, with an additional 1 GW expansion potential, it gains ample room to grow its AI infrastructure. With demand for AI compute soaring, this extra capacity provides a strong long-term advantage. The transaction, expected to close in the fourth quarter of 2025. Management has also inked a strategic partnership with OpenAI for about $11.9 billion. Microsoft Corporation MSFT is a structurally dominant name in the tech space. With its Azure cloud platform, MSFT leads the AI-infrastructure space. The tech giant invests in innovative early-stage tech companies through its M12 venture fund. MSFT boasts stakes in various companies, with the crown jewel being OpenAI. MSFT has invested $13 billion in OpenAI and has rights to OpenAI IP (includes both model and infrastructure) for use within its products like Copilot, Azure and Bing. Moreover, Azure platform is the exclusive cloud provider for OpenAI. Through the Azure OpenAI Service agreement, developers can have direct access to leading OpenAI models supported by Azure and AI infrastructure and tools. Shares of Nebius have gained 87.5% year to date compared with the Internet – Software and Services industry's growth of 23.8%. Image Source: Zacks Investment Research In terms of price/book, NBIS' shares are trading at 3.87X, down from the Internet Software Services industry's ratio of 4.1X. Image Source: Zacks Investment Research The Zacks Consensus Estimate for NBIS' earnings for 2025 has been unchanged over the past 30 days. Image Source: Zacks Investment Research NBIS currently carries a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT) : Free Stock Analysis Report Nebius Group N.V. (NBIS) : Free Stock Analysis Report CoreWeave Inc. (CRWV) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Business Insider
3 days ago
- Business
- Business Insider
‘Time to Invest in Undervalued AI?' Nebius Stock (NBIS) Soars 17% on Top Analyst's Bullish Call
Nebius Group (NBIS) stock jumped over 17% on Monday. The upside came after a Top-rated Goldman Sachs analyst, Alexander Duval, initiated coverage with a Buy rating and a $68 price target, implying nearly 45% upside. Despite recent gains, Duval believes NBIS stock is undervalued and offers a favorable risk-reward profile, especially as AI infrastructure demand continues to surge. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. NBIS is an AI infrastructure holding company that builds and operates large-scale GPU clusters, an AI-centric cloud platform, and related services. Key Reasons Behind the Bullish Rating Duval sees Nebius as a leader in the AI Neocloud market, a fast-growing niche where companies rent high-performance GPU infrastructure to run generative AI and machine learning tasks. Unlike traditional cloud providers, NBIS offers a full-stack platform that includes orchestration software, elastic server configurations, and scalable storage. This gives it a cost and performance edge over rivals like CoreWeave (CRWV). The four-star analyst believes Nebius is well-positioned to benefit from the surge in demand for specialized GPU capacity, especially as startups and enterprises look for alternatives to big cloud providers like Amazon's (AMZN) AWS and Google Cloud. Duval also highlighted Nebius stock's low valuation, trading at just 3x EV/sales compared to CoreWeave's 5x. Further, he expects a 'supportive catalyst path' over the next 12 months due to new partnerships, expanded data center capacity, and rollout of Nvidia's (NVDA) latest Blackwell chips. Is NBIS a Good Buy? average Nebius stock price target implies a 28.01% upside potential.
Yahoo
03-07-2025
- Business
- Yahoo
Why Nebius Group Rocketed 50.6% in June
Nebius rallied over 50% in June, on top of a 62% rally in May. Neoclouds have been soaring in the past couple of months, as optimism over AI grows again. One analyst said he liked Nebius' stock more than a high-profile competitor's, sending Nebius soaring. 10 stocks we like better than Nebius Group › Shares of artificial intelligence (AI) neocloud Nebius Group (NASDAQ: NBIS) rocketed 50.6% in June, according to data from S&P Global Market Intelligence. Neoclouds and other AI-related stocks had great months in June in general, as the sector not only recovered from the April "Liberation Day" plunge, but also saw continued bullish data and statements from major tech CEOs on the growth of AI. In addition, one analyst wrote a note comparing Nebius to one of its main neocloud rivals, CoreWeave (NASDAQ: CRWV), preferring Nebius over its better-known competitor. On June 5, analyst Andrew Beale of boutique sell-side analyst firm Arete Research published a note, giving Nebius a "Buy" rating, with an $84 price target. In contrast, the analyst gave CoreWeave a "Neutral" rating. Beale concludes that both stocks will trade according to how short of graphics processing unit (GPU) supply the world is at the moment, but that he preferred Nebius due to its lower "embedded valuation" relative to CoreWeave. Nebius actually trades at a higher valuation than CoreWeave based on this year's revenue estimates, with CoreWeave trading at about 14.5 times this year's revenue estimates of $5 billion. On the other hand, Nebius trades around 22 times 2025 revenue estimates of $526 million. However, Nebius has lots of net cash on its balance sheet of about $1.44 billion, while CoreWeave has about $6.2 billion in net debt. Nebius is also much earlier in its growth trajectory. Like CoreWeave, Nebius is backed by Nvidia (NASDAQ: NVDA), which participated in an oversubscribed private placement in Nebius in December. Like CoreWeave, Nebius may have all the same advantages, including a preferred GPU allocation over other cloud providers, due to Nvidia's investment. However, both stocks also have the disadvantage of being highly dependent on Nvidia and Nvidia's competitive position in the industry. Nebius differentiates itself by building its own data center server infrastructure, whereas CoreWeave tends to buy servers from others, and opts to differentiate itself through its in-house software and middleware. It's hard to say at this point which is the better pick, given how similar their positioning is and how early we are in the AI infrastructure build-out. However, if one believes in an Nvidia-dominated AI future and that AI spending will continue to grow by leaps and bounds, both Nebius and CoreWeave are worth consideration. Before you buy stock in Nebius Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nebius Group wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $692,914!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $963,866!* Now, it's worth noting Stock Advisor's total average return is 1,050% — a market-crushing outperformance compared to 179% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 30, 2025 Billy Duberstein and/or his clients have no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool recommends Nebius Group. The Motley Fool has a disclosure policy. Why Nebius Group Rocketed 50.6% in June was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
