Dec 26, 2025 • ts2.tech
SOMEWHAT-BULLISH
Nebius Group N.V. (NASDAQ: NBIS) Stock Today: Holiday-Week Volatility, Microsoft & Meta AI Deals, Analyst Targets, and What Investors Should Watch Next
Nebius Group N.V. (NASDAQ: NBIS) stock is experiencing volatility during a thin, post-Christmas trading session, impacted by its capital-intensive AI infrastructure business model. Despite major AI infrastructure agreements with Microsoft and Meta, the company's significant capital expenditures and potential for share dilution remain key investor concerns. The article highlights future catalysts, financing strategies, and analyst targets, emphasizing the ongoing struggle between high growth potential and the substantial capital required to achieve it.
Dec 26, 2025 • ts2.tech
SOMEWHAT-BULLISH
Nebius Group N.V. Stock (NBIS) News Today: Latest Deals, Analyst Forecasts, and 2026 Outlook for the AI Infrastructure Builder
This article details Nebius Group N.V. (NASDAQ: NBIS), an AI infrastructure company, focusing on its market performance, recent major deals with Microsoft and Meta, and its capacity expansion plans for 2026. It highlights Nebius's unique position in the AI boom, balancing rapid growth with significant capital expenditures for data centers and GPU procurement. The piece also covers analyst forecasts, valuation challenges, and potential acquisition speculation surrounding NBIS.
Dec 20, 2025 • ts2.tech
SOMEWHAT-BULLISH
Nebius Group N.V. (NBIS) Stock News: Blackwell Ultra Launch, Microsoft & Meta Deals, and Wall Street Forecasts (Dec. 20, 2025)
Nebius Group N.V. (NBIS) stock surged after the company announced the launch of its AI Cloud 3.1 with NVIDIA Blackwell Ultra capacity and detailed multi-year deals with Microsoft and Meta worth billions. Despite explosive revenue growth, Nebius faces widening losses and massive capital expenditures as it aggressively builds out its AI infrastructure. Wall Street analysts have highly dispersed price targets, reflecting the high-stakes and volatile nature of the "neocloud" sector.
Dec 10, 2025 • ts2.tech
SOMEWHAT-BULLISH
Nebius Group N.V. (NBIS) Stock Outlook for 2026: How Microsoft and Meta Deals Are Shaping This AI Infrastructure High‑Flier
Nebius Group N.V. (NBIS) has become a prominent AI infrastructure stock in 2025, driven by significant deals with Microsoft and Meta Platforms worth billions. While the company exhibits hypergrowth, aiming for $7-$9 billion ARR by 2026, it faces substantial risks including rapid cash burn, high capital intensity, and customer concentration. The article analyzes Nebius's financial status, growth projections, risks, and market sentiment as it navigates its ambition to be a leading "neocloud" provider.
Dec 09, 2025 • ts2.tech
BULLISH
Nebius Group N.V. (NBIS) Stock on December 8, 2025: Latest News, Price Targets and AI Cloud Growth Forecasts
Nebius Group N.V. (NBIS), an AI infrastructure company, is trading just under $100 per share, up over 200% year-to-date despite a recent 30% pullback from October highs. The company has secured multi-billion dollar AI infrastructure contracts with Microsoft and Meta, targeting $7–9 billion in annualized revenue by the end of 2026. However, opinions on valuation vary widely among analysts, with some seeing significant upside and others, like Morningstar, expressing caution due to high capital expenditure, current losses, and a "no moat" rating.
Dec 07, 2025 • ts2.tech
SOMEWHAT-BULLISH
Nebius Group NV (NBIS) Stock on December 6, 2025: Price, Microsoft & Meta Megadeals, Q3 Results and 2026 Forecasts
Nebius Group N.V. (NASDAQ: NBIS) has seen significant growth in 2025, driven by multi-billion dollar AI infrastructure deals with Microsoft and Meta Platforms, despite a recent 30% pullback from its October peak. The company reported 355% year-on-year revenue growth in Q3 2025 but also heavy losses and a raised capital expenditure target of $5 billion for the year. Wall Street maintains a "Strong Buy" consensus, projecting substantial upside, though analysts highlight risks related to capital intensity, profitability, and customer concentration.