Nebius vs. Supermicro: Investment Comparison in AI Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
0mins
Source: Fool
- Nebius Rapid Growth: In 2024, Nebius's revenue surged 462% to $118 million, although its adjusted EBITDA was negative $266 million, indicating high risks and potential in its rapid expansion.
- Supermicro Steady Growth: Supermicro's revenue rose 47% to $22 billion in fiscal 2025, with adjusted EBITDA increasing 6% to $1.6 billion, despite facing fierce competition from HPE and Dell.
- Market Share Comparison: Nebius expects to achieve an annualized revenue run rate of $7 billion to $9 billion by the end of 2026, while Supermicro anticipates a 65% revenue surge to $36.3 billion in 2026, highlighting their differing market positions.
- Significant Valuation Differences: Nebius has an enterprise value of $24.2 billion, valued at seven times next year's sales, while Supermicro's enterprise value is $16.6 billion, trading at less than one times next year's sales, reflecting differing market perceptions of their growth potential.
NBIS
$93.23+Infinity%1D
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.
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 89.460
Low
130.00
Averages
164.20
High
211.00
Current: 89.460
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.
