Nebius Group N.V. Attracts Attention with $50 Billion Backlog
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy NBIS?
Source: Yahoo Finance
- Surging Order Volume: Nebius Group N.V. boasts a contracted backlog nearing $50 billion, anchored by a $27 billion deal with Meta and a $19.4 billion agreement with Microsoft, establishing a robust foundation for future revenue growth.
- Revenue Expectations Soar: Analysts project that Nebius's revenue will skyrocket over 520% by 2026, reaching approximately $3.45 billion, driven primarily by its substantial order volume and the launch of new clusters.
- Annual Recurring Revenue Outlook: Management has guided for an Annual Recurring Revenue (ARR) run-rate between $7 billion and $9 billion by the end of 2026, which will significantly enhance the company's financial stability and market competitiveness.
- Strategic Transformation: The $643 million acquisition of Eigen AI signifies Nebius's shift from Infrastructure-as-a-Service (IaaS) to Platform-as-a-Service (PaaS), expected to substantially increase margins and strengthen its market position.
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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: 184.770
Low
130.00
Averages
164.20
High
211.00
Current: 184.770
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.
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