NBIS News
R40 coverage and dated third-party headlines for Nebius Group N.V. (NBIS).
R40 Coverage
Nebius and IREN: How Two AI Infrastructure Highfliers Fell 40–60% From Their Highs
Six months after we called Nebius a hypergrowth capex machine, both Nebius and IREN have fallen sharply from their 2026 peaks — hit by the same Meta cloud-competition shock and a hawkish, geopolitically rattled macro tape. We compare the drawdowns and the rumored contracts each is chasing next.
Nebius Just 6x'd Its Revenue. Wall Street Yawned.
Nebius posted 547% revenue growth in Q4 2025 and guided $3-3.4B for 2026. But $16-20B in planned capex has investors wondering: is this the next AWS or the next WeWork?
Prediction Markets
February 2026
AI Infrastructure Narrative & Vera Rubin Plans
Company positioned to offer NVIDIA Vera Rubin NVL72 in US/Europe from H2 2026; reinforces long-term growth in next-gen AI compute.
NBIS Surges 16.6% on Heavy Volume
Shares jumped to ~$86 with ~17M shares traded (+28% vs average); rebound after prior dip, driven by AI infrastructure optimism and pre-earnings positioning.
Freedom Capital Upgrades to Strong Buy
Consensus 'Moderate Buy' with ~$142-$144 mean target (44%+ upside); valuation seen as attractive (<2.8x forward P/S vs peers).
NBIS Drops 10.3% Amid Broader Market Pressure
Fell to ~$73.87 on elevated volume; part of short-term correction despite strong fundamentals like projected 700% ARR growth.
This Correction Looks Overdone Ahead Of Q4
Bullish view — 44%+ upside into earnings on capacity expansion, order backlog conversion, and guidance; attractive valuation vs peers.
Is Nebius Stock Too Expensive After Massive Rally?
Balanced analysis: Explosive AI growth vs risks from extreme valuation and ongoing losses; highlights downside if execution falters.