Nebius Group Reports 479% Revenue Growth and $275M Acquisition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy NBIS?
Source: Fool
- Significant Revenue Growth: Nebius Group reported a remarkable 479% revenue growth in its latest earnings report, indicating strong market performance and rapid expansion capabilities, which suggests substantial potential in the AI infrastructure sector.
- Strategic Acquisition: The company made a strategic acquisition of $275 million to enhance its market share in agentic AI infrastructure, positioning itself to transition from a GPU provider to a critical AI infrastructure supplier.
- Broad Market Outlook: Should AI agents become central to enterprise workflows, Nebius could unlock massive long-term growth potential, attracting investors willing to tolerate volatility and further enhancing its market position.
- Increased Investor Confidence: With a clear strategic direction and rapid revenue growth, investor confidence in Nebius has significantly increased, likely leading to more capital inflows and driving stock prices upward.
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Analyst Views on NBIS
Wall Street analysts forecast NBIS stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 106.120
Low
130.00
Averages
164.20
High
211.00
Current: 106.120
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 Reports 479% Revenue Growth and $275M Acquisition
- Significant Revenue Growth: Nebius Group reported a remarkable 479% revenue growth in its latest earnings report, indicating strong market performance and rapid expansion capabilities, which suggests substantial potential in the AI infrastructure sector.
- Strategic Acquisition: The company made a strategic acquisition of $275 million to enhance its market share in agentic AI infrastructure, positioning itself to transition from a GPU provider to a critical AI infrastructure supplier.
- Broad Market Outlook: Should AI agents become central to enterprise workflows, Nebius could unlock massive long-term growth potential, attracting investors willing to tolerate volatility and further enhancing its market position.
- Increased Investor Confidence: With a clear strategic direction and rapid revenue growth, investor confidence in Nebius has significantly increased, likely leading to more capital inflows and driving stock prices upward.
See More
TSMC and Nebius Lead the AI Market
- TSMC Market Dominance: As the world's largest contract chipmaker, TSMC achieved a 36% revenue growth in 2025, primarily driven by strong demand in its high-performance computing (HPC) segment, particularly for Nvidia's high-end data center chips, thereby solidifying its core position in the semiconductor market.
- Technological Leadership: By being the first to adopt ASML's extreme ultraviolet (EUV) lithography technology, TSMC ensures it maintains a leading edge in producing the smallest 2nm chips, with expectations of nearly 25% CAGR from 2024 to 2029, further driving long-term growth.
- Nebius Rapid Ascent: Nebius saw a staggering 462% revenue surge in 2024, followed by another 351% increase to $530 million in 2025, largely due to multi-billion dollar deals with hyperscalers like Microsoft and Meta, showcasing its strong growth potential in cloud infrastructure services.
- Improving Profitability: Nebius's adjusted EBITDA improved from negative $266 million to negative $65 million, with expectations of turning positive in 2025 and nearly doubling by 2027, indicating its business model is maturing amidst the AI boom, attracting more investor interest.
See More
Investing in TSMC and Nebius: Opportunities in the AI Market
- Market Dominance: TSMC, the world's largest semiconductor foundry, saw a 36% revenue increase in 2025, primarily driven by strong demand in its high-performance computing (HPC) segment, highlighting its critical role in AI chip production, with expectations of nearly 25% CAGR over the next five years.
- Technological Leadership: By adopting ASML's extreme ultraviolet (EUV) lithography technology, TSMC has outpaced competitors and plans to ramp up production of 2nm chips in the second half of this year, thereby solidifying its dominant position in the semiconductor market and ensuring long-term competitiveness.
- Successful Transformation of Nebius: Nebius, formerly Yandex, has seen its stock rise over sevenfold since resuming trading in 2024, with a staggering 462% revenue surge in 2024 followed by another 351% increase in 2025, demonstrating strong growth potential in cloud computing and AI infrastructure services.
- Future Growth Expectations: Analysts project Nebius's revenue to grow at a 322% CAGR from 2025 to 2027, driven by multi-billion dollar deals with major tech companies like Microsoft and Meta, with expectations for its adjusted EBITDA to show significant improvement by 2027.
See More
IEFA ETF 52-Week Price Analysis
- Price Range Analysis: The IEFA ETF has a 52-week low of $66.95 and a high of $98.24, with the latest trade at $98.08, indicating cautious market sentiment as it hovers near its high.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average provides valuable insights for investors, aiding in trend assessment and potential buy or sell timing.
- ETF Unit Trading Mechanism: ETFs trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding helps identify significant inflows (new units created) or outflows (old units destroyed), which can affect the underlying holdings of the ETF and its overall performance.
See More
Strategies for Building a $1 Million Retirement Portfolio
- Portfolio Building Importance: Financial planners recommend that retirees should prepare to live on 80% of their pre-retirement income, necessitating over $1 million in 401(k) or IRA accounts to manage ongoing expenses and maintain lifestyle.
- Broadcom's Growth Potential: Broadcom (AVGO) reported fourth-quarter revenue of $18.01 billion, a 28% increase year-over-year, with net income soaring to $8.51 billion, up 97%, driven by a 74% rise in AI semiconductor revenue, indicating strong market demand.
- Sandisk's Revival: Sandisk (SNDK), after spinning off from Western Digital in 2025, achieved second-quarter revenue of $3.02 billion, a 61% increase, with net income reaching $803 million, a staggering 672% jump, highlighting robust market potential in its data center segment, which grew 64%.
- Nebius Group's Transformation: Nebius Group (NBIS) reported fourth-quarter revenue of $227.7 million, up 547% year-over-year, despite an adjusted net loss of $173 million; however, it projects annual run rate revenue of $7 billion to $9 billion for 2026, showcasing significant growth potential.
See More
Michael Burry's Bearish Prediction on AI Stocks
- Burry's Accusations Against Big Tech: Burry claims that major tech firms like Meta and Microsoft are manipulating accounting practices and extending depreciation schedules to inflate earnings, although he overlooks the long-term value of AI infrastructure and the potential for reusing GPUs.
- CAPEX and Cash Flow Strain: Burry warns that unprecedented capital expenditures will strain cash flow; however, Alphabet's cash from operations has soared from under $100 billion to $164 billion by 2026, demonstrating significant cash flow growth driven by AI.
- NVIDIA Valuation Controversy: Burry compares NVIDIA to Cisco during the 2000 internet bubble, arguing it is overvalued, yet NVIDIA's current P/E ratio of 47 is significantly lower than Cisco's over 200 at its peak, highlighting fundamental differences between the two.
- Surge in H100 Rental Prices: Since mid-December, rental prices for NVIDIA's H100 GPUs have increased by approximately 17%, indicating strong demand for AI infrastructure, which bodes well for related stocks like Nebius and CoreWeave.
See More
Nebius Group Reports 479% Revenue Growth and $275M Acquisition
- Significant Revenue Growth: Nebius Group reported a remarkable 479% revenue growth in its latest earnings report, indicating strong market performance and rapid expansion capabilities, which suggests substantial potential in the AI infrastructure sector.
- Strategic Acquisition: The company made a strategic acquisition of $275 million to enhance its market share in agentic AI infrastructure, positioning itself to transition from a GPU provider to a critical AI infrastructure supplier.
- Broad Market Outlook: Should AI agents become central to enterprise workflows, Nebius could unlock massive long-term growth potential, attracting investors willing to tolerate volatility and further enhancing its market position.
- Increased Investor Confidence: With a clear strategic direction and rapid revenue growth, investor confidence in Nebius has significantly increased, likely leading to more capital inflows and driving stock prices upward.
See More
TSMC and Nebius Lead the AI Market
- TSMC Market Dominance: As the world's largest contract chipmaker, TSMC achieved a 36% revenue growth in 2025, primarily driven by strong demand in its high-performance computing (HPC) segment, particularly for Nvidia's high-end data center chips, thereby solidifying its core position in the semiconductor market.
- Technological Leadership: By being the first to adopt ASML's extreme ultraviolet (EUV) lithography technology, TSMC ensures it maintains a leading edge in producing the smallest 2nm chips, with expectations of nearly 25% CAGR from 2024 to 2029, further driving long-term growth.
- Nebius Rapid Ascent: Nebius saw a staggering 462% revenue surge in 2024, followed by another 351% increase to $530 million in 2025, largely due to multi-billion dollar deals with hyperscalers like Microsoft and Meta, showcasing its strong growth potential in cloud infrastructure services.
- Improving Profitability: Nebius's adjusted EBITDA improved from negative $266 million to negative $65 million, with expectations of turning positive in 2025 and nearly doubling by 2027, indicating its business model is maturing amidst the AI boom, attracting more investor interest.
See More
Investing in TSMC and Nebius: Opportunities in the AI Market
- Market Dominance: TSMC, the world's largest semiconductor foundry, saw a 36% revenue increase in 2025, primarily driven by strong demand in its high-performance computing (HPC) segment, highlighting its critical role in AI chip production, with expectations of nearly 25% CAGR over the next five years.
- Technological Leadership: By adopting ASML's extreme ultraviolet (EUV) lithography technology, TSMC has outpaced competitors and plans to ramp up production of 2nm chips in the second half of this year, thereby solidifying its dominant position in the semiconductor market and ensuring long-term competitiveness.
- Successful Transformation of Nebius: Nebius, formerly Yandex, has seen its stock rise over sevenfold since resuming trading in 2024, with a staggering 462% revenue surge in 2024 followed by another 351% increase in 2025, demonstrating strong growth potential in cloud computing and AI infrastructure services.
- Future Growth Expectations: Analysts project Nebius's revenue to grow at a 322% CAGR from 2025 to 2027, driven by multi-billion dollar deals with major tech companies like Microsoft and Meta, with expectations for its adjusted EBITDA to show significant improvement by 2027.
See More
IEFA ETF 52-Week Price Analysis
- Price Range Analysis: The IEFA ETF has a 52-week low of $66.95 and a high of $98.24, with the latest trade at $98.08, indicating cautious market sentiment as it hovers near its high.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average provides valuable insights for investors, aiding in trend assessment and potential buy or sell timing.
- ETF Unit Trading Mechanism: ETFs trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding helps identify significant inflows (new units created) or outflows (old units destroyed), which can affect the underlying holdings of the ETF and its overall performance.
See More
Strategies for Building a $1 Million Retirement Portfolio
- Portfolio Building Importance: Financial planners recommend that retirees should prepare to live on 80% of their pre-retirement income, necessitating over $1 million in 401(k) or IRA accounts to manage ongoing expenses and maintain lifestyle.
- Broadcom's Growth Potential: Broadcom (AVGO) reported fourth-quarter revenue of $18.01 billion, a 28% increase year-over-year, with net income soaring to $8.51 billion, up 97%, driven by a 74% rise in AI semiconductor revenue, indicating strong market demand.
- Sandisk's Revival: Sandisk (SNDK), after spinning off from Western Digital in 2025, achieved second-quarter revenue of $3.02 billion, a 61% increase, with net income reaching $803 million, a staggering 672% jump, highlighting robust market potential in its data center segment, which grew 64%.
- Nebius Group's Transformation: Nebius Group (NBIS) reported fourth-quarter revenue of $227.7 million, up 547% year-over-year, despite an adjusted net loss of $173 million; however, it projects annual run rate revenue of $7 billion to $9 billion for 2026, showcasing significant growth potential.
See More
Michael Burry's Bearish Prediction on AI Stocks
- Burry's Accusations Against Big Tech: Burry claims that major tech firms like Meta and Microsoft are manipulating accounting practices and extending depreciation schedules to inflate earnings, although he overlooks the long-term value of AI infrastructure and the potential for reusing GPUs.
- CAPEX and Cash Flow Strain: Burry warns that unprecedented capital expenditures will strain cash flow; however, Alphabet's cash from operations has soared from under $100 billion to $164 billion by 2026, demonstrating significant cash flow growth driven by AI.
- NVIDIA Valuation Controversy: Burry compares NVIDIA to Cisco during the 2000 internet bubble, arguing it is overvalued, yet NVIDIA's current P/E ratio of 47 is significantly lower than Cisco's over 200 at its peak, highlighting fundamental differences between the two.
- Surge in H100 Rental Prices: Since mid-December, rental prices for NVIDIA's H100 GPUs have increased by approximately 17%, indicating strong demand for AI infrastructure, which bodes well for related stocks like Nebius and CoreWeave.
See More
