We recently published 10 Stocks Hammered Harder than Wall Street. Nebius Group NV (NASDAQ:NBIS) is one of the worst performers on Tuesday. Nebius Group dropped its share prices by 5.4 percent to close at $128.15 apiece as investors unloaded positions while in a wait-and-see mode for more catalysts to boost buying appetite. Investor enthusiasm appeared to have already cooled down after pricing in news of an $18 billion cloud computing deal with technology giant Microsoft Corp. Under the deal, Nebius Grou ...

Company Overview - Nebius Group (NASDAQ: NBIS) has emerged as the best-performing AI stock in 2025, with shares increasing approximately 370% year to date, outperforming competitors like Nvidia and CoreWeave [2] - The company went public in October 2024, but its origins trace back to Yandex, a Russian search-engine giant [3][4] Business Model and Growth - Nebius Group focuses on AI infrastructure, particularly in providing large-scale GPU clusters in Europe and the U.S., which have seen a surge in demand due to the rise of generative AI applications [5] - The company's AI cloud platform is recognized for its high performance, reliability, and scalability, featuring the ISEG2 system, the fastest commercially available supercomputer in Europe and ranked 13th globally [6] Financial Performance - Nebius Group reported a remarkable revenue increase of 625% year over year in Q2 2025, with revenue more than doubling from the previous quarter [8] - The company anticipates an annualized revenue run rate between $900 million and $1.1 billion by the end of 2025 [8] Strategic Positioning - In addition to AI infrastructure, Nebius Group has diversified interests, including subsidiaries in autonomous driving technology (Avride) and technology education (TripleTen), as well as stakes in ClickHouse and Toloka [7] - The company is well-positioned to capitalize on the growing need for AI data centers and infrastructure to support future technological advancements [9]

Key Takeaways Nebius shares surged 48.8% in a month, nearing their 52-week high amid strong AI infrastructure demand.The company secured a $17.4B Microsoft deal for GPU capacity from its New Jersey data center.Nebius lifted its ARR outlook to $900M-$1.1B and reaffirmed revenue guidance of $450M-$630M for 2025.Nebius Group N.V. (NBIS) is currently trading at $135.46, close to its 52-week high of $141.10.  The stock has gained 48.9% in the past month, outperforming the Zacks Computer & Technology sector and t ...

Core Viewpoint - Nebius Group (NASDAQ: NBIS) is experiencing significant growth in the artificial intelligence (AI) sector, providing essential computing resources for AI workloads [1][2] Company Overview - Nebius originated from Yandex, which divested its Russian operations, rebranded, and shifted focus to neocloud services, specifically infrastructure for AI [5] - The company offers GPU-powered compute rental services, allowing customers to save on infrastructure costs and time [6] Financial Performance - In the latest quarter, Nebius reported a remarkable 625% increase in revenue, prompting an upward revision of its annualized revenue run-rate guidance to between $900 million and $1.1 billion, up from a previous forecast of $750 million to $1 billion [7] - The AI market is projected to grow from its current billion-dollar valuation to over $2 trillion in the coming years, indicating that Nebius is still in the early stages of its growth trajectory [7] Competitive Landscape - Nebius competes with CoreWeave in the neocloud space, but differentiates itself by offering managed services in addition to compute rental, suggesting that both companies can thrive in the expanding AI market [8][9]

Core Insights - Nebius Group is a rapidly growing AI neocloud company that has seen its stock price increase by over 618% in the past year due to high demand for cloud computing capacity [1] - The company not only focuses on AI cloud services but also has interests in autonomous vehicles and significant equity stakes in other AI firms, including a 28% stake in ClickHouse, a leading AI data company [2][3] Company Overview - Nebius Group was spun off from Yandex and began trading on the Nasdaq Stock Exchange in October [1] - The company has diversified its portfolio by acquiring stakes in other AI-related businesses, enhancing its market position [2] ClickHouse Insights - ClickHouse, in which Nebius holds a 28% stake, specializes in real-time analytics, machine learning, and data warehousing, making it valuable for various applications such as risk modeling and fraud detection [3] - ClickHouse has gained a substantial customer base, including high-profile clients like Instacart, which utilizes its capabilities for real-time data storage and analytics [4][7] Financial Performance - ClickHouse recently raised $350 million in a Series C funding round, valuing the company at $6.35 billion, and has surpassed 2,000 customers while quadrupling its annual recurring revenue [6][7] - The company is experiencing strong adoption from notable AI firms, indicating robust market demand for its services [7] IPO Prospects - ClickHouse's CEO has expressed interest in going public, suggesting that the company is preparing for an IPO as market conditions for AI companies are favorable [8][9] - The anticipated IPO could enhance the value of Nebius's stake in ClickHouse, benefiting the company financially [11]

As the artificial intelligence (AI) boom continues to reshape industries, there has also been some attention on the companies that form the foundational infrastructure for powering AI, apart from the immediate buzz of AI chipmakers.Top ‘AI Utility’ Picks Powering: IREN, NBISShay Boloor, the chief market strategist at Futurum Equities, highlights that the “next wave of the AI trade’s industrial,” identifying companies like IREN Ltd. (NASDAQ:IREN) and Nebius Group NV (NASDAQ:NBIS) as prime “AI Utility” picks ...

As the artificial intelligence (AI) boom continues to reshape industries, there has also been some attention on the companies that form the foundational infrastructure for powering AI, apart from the immediate buzz of AI chipmakers.Top ‘AI Utility’ Picks Powering: IREN, NBISShay Boloor, the chief market strategist at Futurum Equities, highlights that the “next wave of the AI trade’s industrial,” identifying companies like IREN Ltd. (NASDAQ:IREN) and Nebius Group NV (NASDAQ:NBIS) as prime “AI Utility” picks ...

If you've never heard of Nebius Group (NASDAQ:NBIS) until recently, you're definitely not alone. ...

We recently published 10 Big Names With Whopping Gains; 6 Jump All-Time Highs. Nebius Group NV (NASDAQ:NBIS) is one of the best performers on Thursday. Nebius Group grew for a second day on Thursday, jumping 8.72 percent to close at $132.64 apiece as investors maintained their buying spree in AI stocks amid a surge of dealmaking activities across the sector. For its part, Nebius Group NV (NASDAQ:NBIS) recently clinched an $18 billion cloud computing deal with technology giant Microsoft Corp., strengtheni ...

Nebius Group N.V. (NASDAQ: NBIS ) provides an advanced avenue for participation in the GPU infrastructure cycle. It brings to the mix two important things: compute for both training and inference and cheap power solutions. The company builds where this is available and sells"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and ap ...