​Nebius Group N.V. (NASDAQ:NBIS) is one of the High-Flying Tech Stocks to Buy. Nebius Group N.V. (NASDAQ:NBIS) has gained more than 80% over the past 6 months. Wall Street remains a Strong Buy with 75% of the 12 analysts covering the stock having a Buy rating. ​Recently, on January 15, Morgan Stanley initiated coverage of the stock with a Market Perform rating and a $126 price target. The firm noted that they see the company to be well-positioned to rapidly scale its AI infrastructure capability, driven b ...

Nebius Group N.V. (NASDAQ:NBIS) is one of the stocks Jim Cramer discussed, along with market shortages. A caller asked where Cramer sees the biggest risk in the company and his view on the AI infrastructure. In response, Cramer said: Well, I think that, I think that, you see, these stocks were all overvalued. What’s going to happen is one of these Mag Seven companies is going to say, you know what? We’re going to slow down the building, and then Nebius is going to be cut in half. I don’t want that to happ ...

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]

Nebius (NASDAQ: NBIS) has been one of the market's hottest artificial intelligence (AI) stocks. It was once known as Yandex, which owned Russia's top search engine and other popular apps, before sanctions against Russia led it to suspend trading of its U.S.-listed shares in 2022. Yandex subsequently divested its Russian assets, relocated to the Netherlands, and rebranded itself as Nebius, a cloud-based provider of AI infrastructure services. It resumed trading under its new ticker at $14.29 per share on Oc ...

Key Takeaways Nebius aims for $7-$9B ARR by 2026 with new data centers and AI cloud expansions.Major contracts with Microsoft ($17.4-$19.4B) and Meta (up to $3B) back Nebius' platform.Amazon scales AI across AWS, retail and semiconductors, boosting innovation and customer reach.Nebius Group N.V. (NBIS) and Amazon.com, Inc. (AMZN) offer different investment profiles within the AI cloud space. NBIS is a focused, high-growth AI cloud provider that gives investors direct exposure to rising demand for AI infrast ...

Core Viewpoint - The article highlights a bullish investment thesis on Nebius Group N.V. (NBIS), emphasizing the potential for growth and positive market sentiment surrounding the company [1]. Group 1: Company Overview - Nebius Group N.V. is positioned favorably in the market, with analysts expressing optimism about its future performance [1]. - The company is part of a broader investment strategy that includes diverse asset classes and geographical reach [1]. Group 2: Analyst Insights - The chief investment analyst at a family office has a beneficial long position in NBIS, indicating confidence in the stock's potential [2]. - The analyst emphasizes the importance of filtering vast amounts of data to identify critical investment opportunities [1].

Nebius ( NBIS ) has given a ~30% cheaper opportunity than the highs we saw in October 2025. For a stock that has gone through a breathless couple of quarters before that, hardly allowing an entry for those (including me) whoI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I l ...

Industry Overview - The artificial intelligence (AI) industry is poised for significant growth, with spending on AI infrastructure expected to rise from $500 billion in 2022 to $1.4 trillion by 2030, reflecting an annualized growth rate of over 20% [2] - The AI infrastructure market is still in its early stages, with the potential for substantial expansion as platforms become more accessible to users [1] Company Analysis Vertiv - Vertiv is positioned to benefit from the growth of AI data centers, focusing on cooling solutions to manage heat generated by advanced computing equipment [4][5] - The global data center cooling market is projected to grow at an average rate of over 10% per year through 2034, with Vertiv's liquid cooling solutions at the forefront [5] - Vertiv's revenue has increased nearly 30% in the first three quarters of 2025, with profits more than doubling during this period [9] Digital Realty Trust - Digital Realty Trust operates as a real estate investment trust (REIT), owning over 300 data center facilities and generating nearly $1.6 billion in revenue in the last quarter, marking a 10% year-over-year increase [13][14] - The company has a strong track record of 20 consecutive years of revenue growth and offers a dividend yield of 3.1%, providing a stable income component for investors [14] Nebius Group - Nebius Group specializes in data centers designed for AI developers, reporting a remarkable year-over-year revenue growth of 355% to $146 million in Q3 2024, although it also experienced a significant increase in losses [16][19] - The company secured a multibillion-dollar, multiyear deal with Microsoft for AI infrastructure services, indicating strong potential despite current financial volatility [19][20] - Analysts maintain a positive outlook on Nebius, with a consensus target price of $158.50, suggesting a potential upside of nearly 70% from its current price [21]

Core Insights - Nebius Group has experienced a stock price increase of over 160% in the past year, driven by strong demand for AI workload capacity [1] - The AI market is projected to reach trillions of dollars by the end of the decade, presenting significant opportunities for Nebius [2] - Nebius provides compute access and managed services for AI workloads, which has proven to be a cost-effective and efficient solution for customers [3] Financial Performance - In the latest quarter, Nebius reported a revenue surge of more than 300%, indicating robust growth [4] - The company has secured billion-dollar deals with major clients like Microsoft and Meta Platforms, further enhancing its market position [4] - Current market capitalization stands at $24 billion, with a day’s trading range between $93.53 and $98.89 [6] Competitive Landscape - Nebius faces competition from other AI cloud specialists like CoreWeave and major cloud service providers such as Amazon and Microsoft, which could impact its growth potential [7] - The dual role of Microsoft as both a customer and a competitor adds complexity to Nebius' market dynamics [7] Strategic Considerations - To meet increasing demand, Nebius may need to incur debt, which poses a risk to its financial stability [6] - The sustainability of Nebius' growth and its ability to achieve strong profitability in the future remains uncertain [6]

Group 1 - The core message emphasizes that demand for Nebius Group (NBIS) is strong, with confirmed interest from hyperscalers as real clients, indicating that capacity will sell once it goes live [1] - Pythia Research focuses on identifying multi-bagger stocks in the technology sector, utilizing a blend of financial analysis, behavioral finance, and alternative metrics to find companies with high potential for growth [1] - The investment strategy is based on understanding market sentiment and psychological factors that drive investor behavior, which can lead to mispricing and create breakout opportunities [1] Group 2 - The approach includes analyzing psychological noise in the market, assessing whether volatility is driven by emotion or fundamentals, and identifying companies that are redefining their categories [1] - The research process looks for early signals of growth, such as shifts in narrative, social traction, and momentum in user adoption, which can precede significant market moves [1] - The focus is on conviction plays with a favorable risk/reward profile, aiming for limited downside and significant upside potential, based on the belief that the best returns come from recognizing where belief lags behind reality [1]