Mergers and Acquisitions Reached New Heights This Year: Stocks Poised for Greater Growth in 2026.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 23 2025
0mins
Should l Buy NBIS?
Source: Barron's
Mergers and Acquisitions Growth: Mergers and acquisitions have seen an increase this year, indicating a robust market activity.
Future Prospects: The trend of rising mergers and acquisitions is expected to continue, suggesting ongoing opportunities for businesses.
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Analyst Views on NBIS
Wall Street analysts forecast NBIS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NBIS is 164.20 USD with a low forecast of 130.00 USD and a high forecast of 211.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 88.610
Low
130.00
Averages
164.20
High
211.00
Current: 88.610
Low
130.00
Averages
164.20
High
211.00
About NBIS
Nebius Group NV is a Netherlands-based infrastructure company operating in the technology industry. The Company is engaged in developing a portfolio of artificial intelligence-related technology assets. It is involved in creating an artificial intelligence-centric player to integrate the essential elements of artificial intelligence development with infrastructure, data and advisory globally. It offers products and services such as a cloud platform for artificial intelligence-related workloads, development team services for autonomous vehicles, development of generative artificial intelligence. Nebius builds full-stack infrastructure to service the growth of the global AI industry, including GPU clusters, cloud platforms and tools and services for developers. Company is developing three other businesses that operate under their own brands: Toloka AI, TripleTen and Avride.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
NEBIUS GROUP DROPS 8.7% FOLLOWING Q4 CAPITAL EXPENDITURE SPIKE AND REVENUE SHORTFALL
Financial Performance: Nebius Group reported an 8.7% decline in its financial performance following a surge in capital expenditures during the fourth quarter.
Revenue Estimates: The company's revenue fell short of market estimates, indicating potential challenges in meeting financial expectations.
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- Widening Net Loss: The company's adjusted net loss for Q4 widened to $173 million compared to $69 million in the same period last year, reflecting cost pressures faced during rapid expansion.
- Annual Recurring Revenue Exceeds Expectations: By year-end, Nebius achieved an annual recurring revenue (ARR) of $1.25 billion, significantly surpassing the prior guidance of $900 million to $1.1 billion, showcasing a diversified customer base.
- Future Development Plans: Nebius is planning a 240 MW data center in Béthune, France, expected to be one of the largest in Europe, while aiming to connect 800 MW to 1 GW of power by the end of 2026, further solidifying its market position.
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- Massive Investment Plans: Amazon, Meta, Alphabet, and Microsoft are set to invest approximately $625 billion in AI technology in 2025, reflecting strong confidence in the AI market; despite muted market reactions, this presents significant growth opportunities for related companies.
- Nebius Expansion Momentum: Nebius Group reported sold-out data center capacity in Q3 2025, with expectations to connect between 800 megawatts and 1 gigawatt by the end of 2026, and plans for 2.5 gigawatts of contracted power demonstrate its commitment to rapid expansion and strong market demand.
- Key Contract Support: Nebius has secured contracts with Microsoft and Meta valued between $17.4 billion and $19.4 billion and $3 billion respectively, ensuring its competitiveness in the AI computing capacity market while laying a foundation for future revenue growth.
- Market Performance Comparison: While Nvidia boasts a market cap exceeding $4 trillion, Nebius's stock surged 202% in 2025, highlighting its rapid growth potential in the AI sector, and it is expected to outpace larger competitors, becoming a focal point for investors.
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- Improved Cost Control: The cost of revenue rose to $68.5 million in Q4 from $21.1 million a year ago, yet the cost as a percentage of revenue decreased from 60% to 30%, indicating substantial progress in operational efficiency.
- Profitability Recovery: The company achieved positive adjusted EBITDA of $15 million in Q4, a significant turnaround from a $63.9 million loss a year earlier, driven by strong performance in its core AI cloud segment.
- Market Sentiment Shift: Despite Nebius's stock trading over 5% lower post-earnings announcement, retail sentiment on Stocktwits shifted to 'extremely bullish', with message volume surging 80% in 24 hours, reflecting investor confidence in the company's long-term prospects.
See More
Nebius Reports Q4 Results, Stock Declines Despite EPS Beat
- Financial Highlights: Nebius reported an adjusted loss of $0.68 per share for Q4, beating the consensus estimate of a $1.14 loss, although revenue of $227.7 million fell short of the expected $246.04 million, indicating challenges in revenue growth despite positive EPS performance.
- Core Business Growth: The core AI cloud revenue surged over 800% year-over-year, accounting for approximately 94% of total revenue, demonstrating that demand in this sector exceeded the company's capacity, reflecting strong market interest in AI solutions despite overall revenue misses.
- First Positive EBITDA: The adjusted EBITDA for Q4 reached $15 million, marking the first quarter of positive EBITDA at the group level, with the core AI cloud business generating $51.8 million in EBITDA at a 24% margin, indicating significant improvements in business profitability.
- Future Outlook: Nebius anticipates annualized run-rate revenue of $7 billion to $9 billion by the end of 2026, having surpassed its 100 megawatt active power target, and expects to secure over 3 gigawatts of contracted power by 2026, showcasing strong potential for capacity expansion and market share growth.
See More
Nebius Group Accelerates AI Infrastructure Amid Surging Demand
- Surging Demand: Nebius Group is rapidly scaling its AI infrastructure due to overwhelming demand from companies like Microsoft and Meta, which is expected to drive explosive revenue growth.
- Execution Risks: While the revenue growth outlook is optimistic if execution remains on track, any delays or dilution could quickly alter this narrative, impacting investor confidence.
- Market Dynamics: Market prices as of February 6, 2026, indicate rising investor interest in Nebius, reflecting strong confidence in its future growth potential.
- Strategic Implications: In a landscape where AI technology is becoming a core competitive advantage, Nebius's rapid expansion not only meets market demand but also positions the company favorably in the competitive landscape, enhancing its market share.
See More
NEBIUS GROUP DROPS 8.7% FOLLOWING Q4 CAPITAL EXPENDITURE SPIKE AND REVENUE SHORTFALL
Financial Performance: Nebius Group reported an 8.7% decline in its financial performance following a surge in capital expenditures during the fourth quarter.
Revenue Estimates: The company's revenue fell short of market estimates, indicating potential challenges in meeting financial expectations.
See More
Nebius Reports 547% Revenue Surge in Q4, Shares Rise
- Significant Revenue Growth: Nebius reported a remarkable 547% year-over-year revenue increase in Q4, reaching $227.7 million, although it fell short of the consensus estimate of $242.79 million, indicating strong growth potential in the AI infrastructure sector.
- Widening Net Loss: The company's adjusted net loss for Q4 widened to $173 million compared to $69 million in the same period last year, reflecting cost pressures faced during rapid expansion.
- Annual Recurring Revenue Exceeds Expectations: By year-end, Nebius achieved an annual recurring revenue (ARR) of $1.25 billion, significantly surpassing the prior guidance of $900 million to $1.1 billion, showcasing a diversified customer base.
- Future Development Plans: Nebius is planning a 240 MW data center in Béthune, France, expected to be one of the largest in Europe, while aiming to connect 800 MW to 1 GW of power by the end of 2026, further solidifying its market position.
See More
AI Investment Surge in 2025: Nebius Poised for Growth
- Massive Investment Plans: Amazon, Meta, Alphabet, and Microsoft are set to invest approximately $625 billion in AI technology in 2025, reflecting strong confidence in the AI market; despite muted market reactions, this presents significant growth opportunities for related companies.
- Nebius Expansion Momentum: Nebius Group reported sold-out data center capacity in Q3 2025, with expectations to connect between 800 megawatts and 1 gigawatt by the end of 2026, and plans for 2.5 gigawatts of contracted power demonstrate its commitment to rapid expansion and strong market demand.
- Key Contract Support: Nebius has secured contracts with Microsoft and Meta valued between $17.4 billion and $19.4 billion and $3 billion respectively, ensuring its competitiveness in the AI computing capacity market while laying a foundation for future revenue growth.
- Market Performance Comparison: While Nvidia boasts a market cap exceeding $4 trillion, Nebius's stock surged 202% in 2025, highlighting its rapid growth potential in the AI sector, and it is expected to outpace larger competitors, becoming a focal point for investors.
See More
Nebius Reports Strong Q4 Earnings Amid Revenue Growth
- Significant Revenue Growth: Nebius reported Q4 revenue of $227.7 million, a remarkable 547% year-on-year increase, although it fell short of analysts' expectations of $242.79 million, highlighting both challenges and opportunities in the company's rapid expansion.
- Improved Cost Control: The cost of revenue rose to $68.5 million in Q4 from $21.1 million a year ago, yet the cost as a percentage of revenue decreased from 60% to 30%, indicating substantial progress in operational efficiency.
- Profitability Recovery: The company achieved positive adjusted EBITDA of $15 million in Q4, a significant turnaround from a $63.9 million loss a year earlier, driven by strong performance in its core AI cloud segment.
- Market Sentiment Shift: Despite Nebius's stock trading over 5% lower post-earnings announcement, retail sentiment on Stocktwits shifted to 'extremely bullish', with message volume surging 80% in 24 hours, reflecting investor confidence in the company's long-term prospects.
See More
Nebius Reports Q4 Results, Stock Declines Despite EPS Beat
- Financial Highlights: Nebius reported an adjusted loss of $0.68 per share for Q4, beating the consensus estimate of a $1.14 loss, although revenue of $227.7 million fell short of the expected $246.04 million, indicating challenges in revenue growth despite positive EPS performance.
- Core Business Growth: The core AI cloud revenue surged over 800% year-over-year, accounting for approximately 94% of total revenue, demonstrating that demand in this sector exceeded the company's capacity, reflecting strong market interest in AI solutions despite overall revenue misses.
- First Positive EBITDA: The adjusted EBITDA for Q4 reached $15 million, marking the first quarter of positive EBITDA at the group level, with the core AI cloud business generating $51.8 million in EBITDA at a 24% margin, indicating significant improvements in business profitability.
- Future Outlook: Nebius anticipates annualized run-rate revenue of $7 billion to $9 billion by the end of 2026, having surpassed its 100 megawatt active power target, and expects to secure over 3 gigawatts of contracted power by 2026, showcasing strong potential for capacity expansion and market share growth.
See More
Nebius Group Accelerates AI Infrastructure Amid Surging Demand
- Surging Demand: Nebius Group is rapidly scaling its AI infrastructure due to overwhelming demand from companies like Microsoft and Meta, which is expected to drive explosive revenue growth.
- Execution Risks: While the revenue growth outlook is optimistic if execution remains on track, any delays or dilution could quickly alter this narrative, impacting investor confidence.
- Market Dynamics: Market prices as of February 6, 2026, indicate rising investor interest in Nebius, reflecting strong confidence in its future growth potential.
- Strategic Implications: In a landscape where AI technology is becoming a core competitive advantage, Nebius's rapid expansion not only meets market demand but also positions the company favorably in the competitive landscape, enhancing its market share.
See More
