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Late December and January have been a pretty busy time for Nebius ( NBIS ). We saw the announcement of Nebius AI Cloud 3.1, and now the company has justI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and challenges behind drug development, which I now b ...

Group 1 - Nebius Group N.V. will release its fourth quarter and full year 2025 financial results on February 12, 2026, before market open, followed by a conference call at 8:00 a.m. Eastern Time [1] - Nebius Group is a technology company focused on building full-stack infrastructure for the global AI industry, headquartered in Amsterdam and listed on Nasdaq [1] - The company's core business includes an AI-native cloud platform designed for intensive AI workloads, providing compute, storage, managed services, and tools for AI model development [1] Group 2 - Nebius will deploy the NVIDIA Vera Rubin NVL72 platform through Nebius AI Cloud and Nebius Token Factory starting in H2 2026, enhancing reasoning and agentic AI capabilities for customers [1] - The latest release of Nebius AI Cloud 3.1 introduces next-generation NVIDIA Blackwell Ultra compute and improved operational capabilities, including transparent capacity management for scaling AI in production [1] - Nebius announced the winners of the 2025 Robotics and Physical AI Awards, aimed at supporting startups in the physical AI sector with $1.5 million in compute credits [1]

Core Insights - The market presents significant growth and value investment opportunities, particularly for stocks expected to perform well in 2026 [1] - A selection of stocks is highlighted as potential strong performers over the next few years [2] Company Summaries Taiwan Semiconductor Manufacturing (TSM) - Taiwan Semiconductor Manufacturing reported outstanding Q4 2025 earnings, with management forecasting nearly 30% revenue growth in 2026 [3] - The company anticipates its AI chip revenue will grow at a compound annual rate of nearly 60% from 2024 to 2029 [3] - Current market cap is $1.7 trillion, with a gross margin of 59.02% and a dividend yield of 0.93% [4][5] The Trade Desk (TTD) - The Trade Desk's stock has decreased by 75% from its all-time high, but it still remains a leading ad platform [6] - The company grew revenue by 18% in Q3, with Wall Street analysts projecting 16% growth for 2026 [8] - The current market cap is $15 billion, with a gross margin of 78.81% [7] Nebius (NBIS) - Nebius operates data centers equipped with advanced GPUs for AI workloads, offering a full-stack setup for clients [9] - Management forecasts significant growth, expecting annual revenue to rise from $551 million to between $7 billion and $9 billion by the end of 2026 [10] - The current market cap is $21 billion, with a gross margin of -1312.43% [10]

Nebius Group N.V. (NASDAQ:NBIS) is one of the most promising cloud stocks according to analysts. On January 20, Nebius Group N.V. (NASDAQ:NBIS) was selected by the Israel Innovation Authority to operate and develop the company’s national supercomputer infrastructure as part of a state initiative supporting AI. The firm won the contract following a competitive process, with the systems already operational and ready to deploy 1,000 Nvidia B200 accelerators. Pony AI (PONY) Gains Wall Street Confidence After ...

Group 1 - Nebius Group N.V. (NASDAQ:NBIS) has experienced significant growth, gaining over 80% in the past 6 months, and is rated as a Strong Buy by 75% of analysts covering the stock [1] - Morgan Stanley initiated coverage with a Market Perform rating and a price target of $126, highlighting the company's strong position to scale its AI infrastructure due to its software platform and diverse customer base [2] - The company also benefits from non-core businesses and equity stakes that enhance its overall value, despite being rated with Market Perform [3] Group 2 - Challenges cited by Morgan Stanley include rising depreciation from a 4-year asset life, which pressures margins and EBIT, and expectations of negative free cash flow due to heavy capital expenditures for AI infrastructure [4] - The firm expressed skepticism regarding Nebius Group N.V.'s ambitious target of $7 billion to $9 billion in annual recurring revenue (ARR) by Q4 2026, suggesting it may be overly optimistic [4] - Nebius Group N.V. is headquartered in Amsterdam and focuses on developing and operating AI cloud infrastructure for training and inference of advanced machine learning models [5]

Group 1 - Nebius Group N.V. (NASDAQ:NBIS) is involved in providing AI-focused infrastructure, including GPU-based cloud platforms and tools for advanced model development [2] - Concerns have been raised regarding the overvaluation of AI stocks, with potential risks if major companies slow down their building efforts, which could significantly impact Nebius [1] - The company is viewed as having potential, but there are other AI stocks that may offer better upside potential and lower downside risk [3] Group 2 - A younger investor may find speculative opportunities in Nebius, while older investors are advised to consider the associated risks [2] - The company could benefit from trends such as Trump-era tariffs and onshoring, indicating potential for undervaluation [3]

Core Insights - Nebius Group NV (NASDAQ:NBIS) is identified as a promising large-cap stock under $100 with significant upside potential, with analysts estimating over 33% upside based on a price target of $126 [1][2] - The company is well-positioned to expand its long-term margins and generate free cash flows due to its scalable operations and strong fundamentals, including a robust software platform and diverse customer base [2] - Northland Securities has reaffirmed an Outperform rating for Nebius Group NV, estimating a price target of $211, indicating a potential upside of over 123%, supported by strong visibility into power sourcing and a $17 billion AI infrastructure partnership with Microsoft [3] Company Overview - Nebius Group NV builds full-stack infrastructure for the global AI industry, designed to handle immense AI workloads, offering large-scale GPU clusters, cloud platforms, and developer tools through its own servers and data architecture [4] - The company operates additional businesses under the brands TripleTen, ClickHouse, Toloka, and Avride, contributing to its diversified operations [4]

Core Viewpoint - Nebius, formerly known as Yandex, has transformed into a cloud-based AI infrastructure provider and has seen significant stock price appreciation and revenue growth since its rebranding [1][2]. Company Overview - Nebius resumed trading under its new ticker at $14.29 per share on October 21, 2024, and has since increased to approximately $97 [2]. - The company has a market capitalization of $23 billion, which is considered reasonably valued at less than seven times this year's sales [2]. Financial Performance - Nebius's revenue surged 462% in 2024 and increased another 437% year over year in the first nine months of 2025 [2]. - Analysts project a revenue rise of 373% for the full year and a compound annual growth rate (CAGR) of 274% over the next two years as it expands its data center operations [2]. Strategic Partnerships - Nebius has secured significant deals with major companies like Microsoft and Meta Platforms, positioning itself well in the growing AI market [3]. Operational Challenges - Currently, Nebius operates only one first-party data center in Finland and relies on colocation agreements in various countries, which may limit its growth potential [4]. - To expand its data center footprint, Nebius will need to increase its spending significantly, leading to expected steep losses in 2026 and 2027 [4]. - The company's heavy reliance on large clients like Microsoft and Meta could hinder its ability to negotiate favorable pricing amid intense competition from other AI infrastructure providers [4]. Alternative Investment Consideration - DigitalOcean is presented as a potentially better investment option for those seeking exposure to the AI market with less risk, as it offers a more sustainable business model and is reasonably valued [5][6].