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Nebius Group N.V. is a technology holding company, spun off from Yandex in 2024, that operates AI cloud infrastructure and GPU compute services targeting AI labs and enterprises building large-scale AI workloads.
Snapshot
| Country |
NLD
|
| Exchange | Nasdaq |
| AI Layer |
infra
|
| Category |
3.60 Cloud & AI Compute Platforms
|
| Sentiment |
58.0% |
| USD Mkt Cap | 61.05B |
| USD Revenue | 1.36B |
| USD Net Income | 42.40M |
| P/E | 74.70 |
| fwd P/E | -71.49 |
| PEG | 0.56 |
| Price 3M | -3.3% |
| Price 6M | +101.4% |
| Price 1Y | +151.6% |
| USD Share Price | 227.47 |
Price & Size
| Price |
224.55 USD |
| Market Cap |
61.05B USD |
| Shares Outstanding |
238.40M |
| Shares Float |
228.61M |
| 52w Low |
73.52 USD |
| 52w High |
299.86 USD |
| Avg Volume |
20.91M |
Valuation
| P/E (forward) |
-71.5x |
| P/B |
5.95x |
| Enterprise Value |
63.70B USD |
| Book Value / Share |
37.72 USD |
| PEG Ratio |
0.56x |
| P/S |
45.05x |
| EV / Revenue |
47.01x |
| EV / EBITDA |
246.91x |
Income
| Revenue |
1.36B USD |
| Revenue / Share |
5.25 USD |
| EBITDA |
258.00M USD |
| Net Income |
42.40M USD |
| EPS (trailing) |
-0.07 USD |
| EPS (forward) |
-3.14 USD |
Margins & Profitability
| Gross Margin |
74.3% |
| Operating Margin |
-0.2% |
| Profit Margin |
3.1% |
| EBITDA Margin |
19.0% |
| Return on Equity |
0.6% |
| Return on Assets |
-1.9% |
Cash & Debt
| Total Cash |
8.04B USD |
| Total Debt |
10.20B USD |
| Free Cash Flow |
-9.61B USD |
| Operating Cash Flow |
5.26B USD |
| Debt / Equity |
0.99x |
| Current Ratio |
4.03x |
| Quick Ratio |
3.60x |
Analyst Consensus
| Target (Mean) |
290.71 USD |
| Target (Median) |
300.00 USD |
| Target (High) |
415.00 USD |
| Target (Low) |
144.00 USD |
| Recommendation |
buy |
| # Analysts |
17 |
Identifiers
| ISIN | FI4000506811 |
| FIGI | BBG001NVJ6W4 |
Sentiment 58.0%
as of Sep 12, 2026
Positive drivers
Nebius Group reported strong Q2 2026 earnings driven by expanded AI infrastructure deployments and new cloud contracts with enterprise clients. Positive analyst coverage highlighted the company's growing market share in European AI compute services. Strategic partnerships with major chipmakers boosted investor confidence in long-term scalability.
Neutral / mixed
Ongoing integration of acquired AI startups introduced execution risks but also potential synergies. Broader market rotation into AI stocks created mixed trading volumes without clear directional momentum. Regulatory scrutiny on data privacy in the EU remained a watch item but did not materially impact operations.
Negative drivers
Increased competition from hyperscalers pressured margins in the core cloud segment during the period. Macroeconomic concerns over interest rates led to some profit-taking in growth-oriented tech names including NBIS. Delayed product launches in autonomous systems contributed to short-term sentiment dips.
Bottom line
Sentiment for Nebius Group remains mildly positive amid AI sector tailwinds, tempered by competitive and macro headwinds. The 30-day window reflects cautious optimism with room for upside on execution milestones.