Nebius Group (NASDAQ:NBIS) Shares Drop 5.33% Amid Trump's Tariff Announcement
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
0mins
Source: Benzinga
- Stock Decline: Nebius Group shares fell 5.33% to $102.94 on Tuesday, primarily driven by President Trump's announcement of a 10% tariff on several European nations, reflecting broader market concerns regarding software stocks.
- Tariff Policy Impact: Trump stated on social media that starting February 1, countries like Denmark, Norway, and Sweden will face a 10% tariff, which is expected to rise to 25% by June 1, potentially putting pressure on Nebius's international operations.
- Technical Indicator Signals: Nebius stock is currently trading below the key support level of $94.50, with a neutral RSI indicating a lack of strong market momentum, suggesting investors should be cautious of potential price fluctuations.
- Strong Long-Term Performance: Despite recent volatility, Nebius stock has gained 176.02% over the past 12 months, indicating a robust long-term trend, although current market conditions may lead to increased selling pressure in the short term.
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Analyst Views on NBIS
Wall Street analysts forecast NBIS stock price to fall
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 286.690
Low
130.00
Averages
164.20
High
211.00
Current: 286.690
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: Potential and Risks in AI Infrastructure
- Revenue Growth Potential: Nebius's revenue growth is driven by hyperscaler agreements, showcasing potential to become foundational AI infrastructure despite rising valuation risks and capital intensity challenges.
- Increased Market Attention: As demand for AI infrastructure surges, Nebius has emerged as one of the most intriguing stocks in the market, attracting widespread investor interest that could drive stock prices higher.
- Rising Execution Pressure: While Nebius's expansion plans are exciting, increasing execution pressure may hinder its ability to achieve long-term growth objectives, potentially impacting investor confidence.
- Cautious Investment Recommendations: Despite the promising outlook for Nebius in the AI sector, the analyst team has not included it among the current best stocks to invest in, advising investors to consider their decisions carefully.
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- Micron Technology's Strong Growth: Micron's stock has surged 815% over the past year, becoming a popular AI investment with a market cap of $1.4 trillion, and is expected to see a 66% revenue increase next year, highlighting its robust performance amid memory chip shortages.
- Investor Confidence Boost: Billionaire David Tepper increased his stake in Micron during Q1, indicating strong bullish sentiment towards the stock, which trades at a lower PE ratio than the market average, further attracting investor interest.
- Rapid Expansion of Nebius Group: Nebius reported a stunning 684% revenue growth in Q1, with projections of 550% growth this year and reaching $11.2 billion by 2027, showcasing its immense potential in the AI cloud computing sector.
- Strategic Investment from Nvidia: Nvidia, a major investor in Nebius, has agreed to provide early access to new technologies, reflecting confidence in Nebius's future growth, with expectations that its stock price will rise in tandem with revenue growth.
See More
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- Micron Stock Performance: Micron Technology has seen its stock soar 815% over the past year due to surging AI demand, becoming a focal point for investors, particularly billionaire David Tepper's fund, which increased its holdings in Q1, reflecting strong confidence in future growth.
- Memory Chip Market Outlook: With a shortage of memory chips, demand for Micron's NAND and DRAM products is robust, and revenue is expected to grow by 66% next year, positioning it as a smart stock to buy in the coming years, despite its lower P/E ratio compared to the market average.
- Nebius Rapid Expansion: As an emerging cloud computing company, Nebius reported a stunning 684% revenue growth in Q1, with projections of 550% growth this year and 225% next year, aiming for $11.2 billion in revenue by 2027, showcasing its immense potential in the AI sector.
- Collaboration with Nvidia: Nvidia, a major investor in Nebius, has agreed to provide early access to new technologies, which will further enhance Nebius's development in the AI cloud computing space, attracting more investor interest in its future growth potential.
See More
Nebius Group Stock Soars 240% This Year, But Risks Mount
- Stock Surge: Nebius Group's stock has surged approximately 240% this year, raising concerns as its valuation appears disconnected from fundamentals, prompting investors to approach with caution.
- Significant Revenue Growth: The company reported $399 million in revenue for Q1, marking a staggering 684% year-over-year increase, and despite an increase in operating losses, investor optimism about future growth remains strong.
- Strategic Investment Support: Nvidia's $2 billion strategic partnership with Nebius underscores strong confidence in its future, further attracting market attention to the stock.
- Valuation Risks: With a current price-to-sales ratio nearing 90 times, despite substantial growth potential, investors should be wary of the high valuation compared to peers like CoreWeave, which trades at under 10 times sales, indicating potential downside risks ahead.
See More
Nebius: Potential and Challenges in AI Infrastructure
- Revenue Growth Highlight: Nebius's revenue growth in the AI infrastructure sector is noteworthy, showcasing its competitiveness in the market, although it faces challenges related to valuation risk and capital intensity.
- Hyperscaler Agreements: The company has secured agreements with multiple hyperscale clients, indicating strong market demand for its products and services, which could lay the groundwork for future revenue growth.
- Power Expansion Plans: Nebius is implementing power expansion plans to support the demand for its AI infrastructure, which not only enhances its operational capacity but may also strengthen its market position.
- Rising Execution Pressure: Despite the optimistic outlook, Nebius faces increasing execution pressure, necessitating effective resource and strategic management to ensure it can achieve its growth targets and navigate market challenges.
See More
Nebius and CoreWeave Stocks Surge Ahead of Nasdaq-100 Inclusion
- Stock Performance: In 2026, NBIS stock surged by 240%, currently trading at a record high, while CRWV is 14% below its all-time high, indicating strong market confidence in both stocks with analysts expecting further upside.
- Nasdaq-100 Inclusion: NBIS and CRWV are set to begin trading on the Nasdaq-100 on Monday, with their prices rallying by 34% and 24% respectively following the inclusion announcement, highlighting the buying demand from index-tracking funds and ETFs that typically boosts stock prices.
- Expansion Plans Fuel Growth: Nebius announced plans to establish three data centers in the UK with a total investment of £1.7 billion ($2.3 billion), alongside a 310-megawatt center in Finland and a 240-megawatt center in France, which will further solidify its market position and drive future growth.
- Analyst Ratings Optimistic: Currently, 23 out of 36 analysts rate CRWV as 'Buy' or higher, with an average price target of $140.18 implying nearly 20% upside, while NBIS shows a 15% downside risk, reflecting differing market expectations for the two stocks.
See More
Nebius: Potential and Risks in AI Infrastructure
- Revenue Growth Potential: Nebius's revenue growth is driven by hyperscaler agreements, showcasing potential to become foundational AI infrastructure despite rising valuation risks and capital intensity challenges.
- Increased Market Attention: As demand for AI infrastructure surges, Nebius has emerged as one of the most intriguing stocks in the market, attracting widespread investor interest that could drive stock prices higher.
- Rising Execution Pressure: While Nebius's expansion plans are exciting, increasing execution pressure may hinder its ability to achieve long-term growth objectives, potentially impacting investor confidence.
- Cautious Investment Recommendations: Despite the promising outlook for Nebius in the AI sector, the analyst team has not included it among the current best stocks to invest in, advising investors to consider their decisions carefully.
See More
Two Stocks Favored by Institutional Investors
- Micron Technology's Strong Growth: Micron's stock has surged 815% over the past year, becoming a popular AI investment with a market cap of $1.4 trillion, and is expected to see a 66% revenue increase next year, highlighting its robust performance amid memory chip shortages.
- Investor Confidence Boost: Billionaire David Tepper increased his stake in Micron during Q1, indicating strong bullish sentiment towards the stock, which trades at a lower PE ratio than the market average, further attracting investor interest.
- Rapid Expansion of Nebius Group: Nebius reported a stunning 684% revenue growth in Q1, with projections of 550% growth this year and reaching $11.2 billion by 2027, showcasing its immense potential in the AI cloud computing sector.
- Strategic Investment from Nvidia: Nvidia, a major investor in Nebius, has agreed to provide early access to new technologies, reflecting confidence in Nebius's future growth, with expectations that its stock price will rise in tandem with revenue growth.
See More
Micron and Nebius Thrive Amidst AI Demand Surge
- Micron Stock Performance: Micron Technology has seen its stock soar 815% over the past year due to surging AI demand, becoming a focal point for investors, particularly billionaire David Tepper's fund, which increased its holdings in Q1, reflecting strong confidence in future growth.
- Memory Chip Market Outlook: With a shortage of memory chips, demand for Micron's NAND and DRAM products is robust, and revenue is expected to grow by 66% next year, positioning it as a smart stock to buy in the coming years, despite its lower P/E ratio compared to the market average.
- Nebius Rapid Expansion: As an emerging cloud computing company, Nebius reported a stunning 684% revenue growth in Q1, with projections of 550% growth this year and 225% next year, aiming for $11.2 billion in revenue by 2027, showcasing its immense potential in the AI sector.
- Collaboration with Nvidia: Nvidia, a major investor in Nebius, has agreed to provide early access to new technologies, which will further enhance Nebius's development in the AI cloud computing space, attracting more investor interest in its future growth potential.
See More
Nebius Group Stock Soars 240% This Year, But Risks Mount
- Stock Surge: Nebius Group's stock has surged approximately 240% this year, raising concerns as its valuation appears disconnected from fundamentals, prompting investors to approach with caution.
- Significant Revenue Growth: The company reported $399 million in revenue for Q1, marking a staggering 684% year-over-year increase, and despite an increase in operating losses, investor optimism about future growth remains strong.
- Strategic Investment Support: Nvidia's $2 billion strategic partnership with Nebius underscores strong confidence in its future, further attracting market attention to the stock.
- Valuation Risks: With a current price-to-sales ratio nearing 90 times, despite substantial growth potential, investors should be wary of the high valuation compared to peers like CoreWeave, which trades at under 10 times sales, indicating potential downside risks ahead.
See More
Nebius: Potential and Challenges in AI Infrastructure
- Revenue Growth Highlight: Nebius's revenue growth in the AI infrastructure sector is noteworthy, showcasing its competitiveness in the market, although it faces challenges related to valuation risk and capital intensity.
- Hyperscaler Agreements: The company has secured agreements with multiple hyperscale clients, indicating strong market demand for its products and services, which could lay the groundwork for future revenue growth.
- Power Expansion Plans: Nebius is implementing power expansion plans to support the demand for its AI infrastructure, which not only enhances its operational capacity but may also strengthen its market position.
- Rising Execution Pressure: Despite the optimistic outlook, Nebius faces increasing execution pressure, necessitating effective resource and strategic management to ensure it can achieve its growth targets and navigate market challenges.
See More
Nebius and CoreWeave Stocks Surge Ahead of Nasdaq-100 Inclusion
- Stock Performance: In 2026, NBIS stock surged by 240%, currently trading at a record high, while CRWV is 14% below its all-time high, indicating strong market confidence in both stocks with analysts expecting further upside.
- Nasdaq-100 Inclusion: NBIS and CRWV are set to begin trading on the Nasdaq-100 on Monday, with their prices rallying by 34% and 24% respectively following the inclusion announcement, highlighting the buying demand from index-tracking funds and ETFs that typically boosts stock prices.
- Expansion Plans Fuel Growth: Nebius announced plans to establish three data centers in the UK with a total investment of £1.7 billion ($2.3 billion), alongside a 310-megawatt center in Finland and a 240-megawatt center in France, which will further solidify its market position and drive future growth.
- Analyst Ratings Optimistic: Currently, 23 out of 36 analysts rate CRWV as 'Buy' or higher, with an average price target of $140.18 implying nearly 20% upside, while NBIS shows a 15% downside risk, reflecting differing market expectations for the two stocks.
See More
