Nebius Group N.V. ( NBIS ) price action in recent months has been more or less aligned with the likes of a rollercoaster. Since my last coverage of the stock , in which I ratedHi! I'm a passionate investor who has been researching publically traded companies for over 6 years. My primary focus is on identifying great businesses at reasonable prices and holding them for the long term but I also dive into trend following strategies from time to time. While I have a slight bias toward technology companies, I ma ...

Core Insights - Nebius Group's Q4 revenue reached $227.7 million, a 547% increase year-over-year, driven by AI cloud demand [1] - The company plans to spend $16 billion to $20 billion on capital expenditures (capex) in 2026, following a $4.1 billion capex in 2025 [1] - Nebius projects 2026 revenue between $3 billion and $3.4 billion, with EBITDA margins approaching 40% [1] Revenue Growth - Q4 revenue surged to $227.7 million, up from $35.2 million last year, marking a 547% increase [1] - Total revenue for 2025 was $529.8 million, a 479% rise from $91.5 million in 2024 [1] - The annualized run-rate revenue reached $1.25 billion by the end of 2025, exceeding previous guidance [1] Capital Expenditures - Capex for Q4 was approximately $2.1 billion, up from $416 million in the same quarter last year [1] - Full-year 2025 capex totaled $4.1 billion, primarily for GPUs and infrastructure [1] - For 2026, Nebius anticipates capex of $16 billion to $20 billion to support the rollout of nine new data centers [1] Operational Performance - Adjusted EBITDA turned positive at $15 million, compared to a loss of $63.9 million a year earlier, though below the analyst consensus of $22.55 million [1] - The net loss for Q4 widened to $249.6 million from $122.9 million, attributed to high operating expenses [1] - Operating cash flow reached $834 million in Q4, indicating early positive returns from expansion efforts [1] Strategic Acquisitions - Nebius announced the acquisition of Tavily for $275 million to enhance its AI cloud platform with real-time search capabilities [1] - This acquisition aims to strengthen offerings for AI agents and improve applications such as coding assistance and data analysis [1] Market Positioning - Nebius has secured over 3 gigawatts of power capacity by the end of 2026, exceeding prior plans of over 2.5 gigawatts [1] - Strategic partnerships with major players like Microsoft and Meta Platforms validate Nebius's approach and support long-term demand [1] - Despite concerns over aggressive capex spending, the company is well-positioned to capture market share amid rising demand for data center capacity [1]

Quick Read Nebius Group (NBIS) Q4 revenue hit $227.7M, surging 547% year-over-year on AI cloud demand. Nebius spent $4.1B on capex in 2025 and plans $16B to $20B for 2026. Nebius projects 2026 revenue of $3B to $3.4B with EBITDA margins approaching 40%. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Nebius Group (NASDAQ:NBIS) released its fourth-quarter and full-year 2025 earnings this morning that ...

Core Insights - The selloff of Nebius Group N.V. (NBIS) is attributed to market expectations rather than any underlying issues with the company itself [1] Financial Performance - Nebius Group reported Q4 revenue of $227.7 million, which fell short of market expectations [1]

人工智能云服务商 Nebius 集团（NBIS） 周四公布，季度资本开支大幅上升，主要受人工智能芯片采购 以及数据中心投资增加推动。该 AI 云企业正加紧扩充算力，以应对飙升的需求。 专题：聚焦美股2025年第四季度财报 这家总部位于阿姆斯特丹的公司客户包括科技巨头微软（MSFT）和元宇宙平台公司（META）。其表 示，将继续扩大数据中心布局，在美国、法国、以色列和英国新增9 个园区。 该公司股价去年大涨超 200%，早盘交易波动剧烈，最新下跌3%。 Nebius 是业内主要的新型云服务商之一，向其他科技企业提供硬件与云计算算力服务，核心业务为提 供英伟达（NVDA）芯片及人工智能云基础设施。 与规模更大的竞争对手 CoreWeave（CRWV）一样，Nebius 在过去几年受益于企业在人工智能领域的持 续投入。 Nebius 首席执行官阿尔卡季・沃洛日在致股东信中表示： "企业与人工智能原生客户的需求持续超过供给，这让我们能够提前售出未来算力…… 我们将全力投入 资源，在 2026 年通过内生增长与针对性收购继续扩大能力。" 去年第四季度，该公司资本开支飙升至约 21 亿美元，而上年同期仅为 4.16 亿美 ...

（文章来源：每日经济新闻） 每经AI快讯，2月12日，英伟达持仓概念股NEBIUS绩后低开高走，现转涨，此前一度跌超9%。 ...

Nebius Group (NASDAQ: NBIS) is inching down this morning after reporting $227.7 million in revenue on a $249.6 million loss for its fourth financial quarter (Q4). ...

英伟达持仓概念股NEBIUS绩后低开高走，现转涨，此前一度跌超9%。 来源：滚动播报 ...

Key Takeaways Nebius is acquiring Tavily to add agentic search capabilities to its AI cloud platform.Tavily boosts Nebius Token Factory with real-time web access for enterprise AI agents.NBIS Tavily acquisition will aid in tapping the fast-growing agentic AI market.Nebius (NBIS) recently inked an agreement to acquire Tavily, a provider of agentic search capabilities. This marks a strategic step toward strengthening its AI cloud platform by integrating real-time search infrastructure.This buyout will positio ...

Nebius Group ( NBIS ) reported fourth quarter earnings before market open on Thursday, and after getting an initial bump, the stock looks to be heading sideways. The company looks on track to meet itsTo follow me click the "Follow" button! (Easy right?)And check out my Substack for stock analysis made fun and easy :)https://kumquatresearch.substack.com/ Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off ...