Key Points Nebius has soared this year on blockbuster revenue growth. The company recently signed a $17.4 billion deal with Microsoft. It's a high-risk stock that's likely to move with the broader AI narrative. 10 stocks we like better than Nebius Group › Nebius (NASDAQ: NBIS) has been one of the most explosive stocks on the market this year. The artificial intelligence (AI) cloud infrastructure, or neocloud, company evolved out of the Russian tech company Yandex, which was delisted from the Nasda ...

Company Overview - Nebius Group (NASDAQ: NBIS) has experienced significant stock performance, increasing approximately 465% since its Nasdaq debut in October 2022 [2] - The company specializes in data centers designed for large language models (LLM) that support AI applications [2] Business Background - Nebius was formed from assets previously owned by Yandex, which were separated due to U.S. sanctions following Russia's invasion of Ukraine, in a deal valued at $5.4 billion [3] - The company is headquartered in Amsterdam and has raised $700 million in financing, with Nvidia as a key partner [4] Data Center Operations - Nebius operates six data center locations, including facilities in Finland and New Jersey, equipped with Nvidia's latest graphics processing units (GPUs) [4][7] - The company provides tools for developers to build and enhance AI models, positioning itself competitively in the AI infrastructure market [5] Financial Performance - In Q2 2025, Nebius reported revenue of $105 million, reflecting a 625% year-over-year increase, although adjusted net loss rose to $91.5 million from $61.5 million in Q2 2024 [6] - Management has increased revenue guidance to an annual run-rate of $900 million to $1.1 billion by the end of 2025 [6] Strategic Partnerships - Nebius recently announced a multi-year, multi-billion dollar deal with Microsoft, contributing to its stock surge [7]

Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...

Core Insights - Nebius Group N.V. announced the full exercise of the underwriters' option to purchase an additional 1,621,621 Class A ordinary shares at an offering price of $92.50, which will increase the company's gross proceeds from the offering [1]. Company Summary - The company is a leading AI infrastructure provider and is listed on NASDAQ under the ticker NBIS [1]. - The additional shares purchased by underwriters will contribute to the overall financial strength of Nebius Group, enhancing its capital position for future growth initiatives [1].

Core Viewpoint - Nebius has secured a significant five-year contract worth $17.4 billion with Microsoft, which could increase to $19.4 billion with additional services, positioning the company for substantial growth in the AI cloud infrastructure market [1][6][8]. Company Overview - Nebius specializes in AI-focused cloud infrastructure, utilizing large GPU clusters and offering a comprehensive software platform for building AI solutions [4]. - The company has experienced remarkable revenue growth, with a 545% increase in the first half of 2025, reaching $156 million [3]. Financial Projections - Consensus estimates suggest Nebius will achieve $569 million in revenue by the end of 2025, nearly five times its revenue from the previous year [2]. - The company anticipates its connected data center power capacity to reach 220 megawatts by the end of 2025, with over 1 gigawatt of contracted power capacity expected by the end of next year [10]. Market Potential - The combined market for cloud infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) is projected to reach nearly $1.2 trillion by 2030, indicating significant growth opportunities for Nebius [9]. - The demand for cloud AI infrastructure is driving Nebius's growth, as companies invest heavily in training AI models and developing custom applications [6][7]. Investment Considerations - Nebius's market capitalization has surged to just under $22 billion, with the potential for substantial stock price increases if the company can capitalize on its growth opportunities [11][12]. - Achieving a 100 times increase in stock price would require Nebius to generate $250 billion in annual sales, a challenging but not impossible target given the size of its addressable market [12][13].

Nebius Group (NASDAQ:NBIS) ranks among the best fast growth stocks to buy now. Following Nebius Group (NASDAQ:NBIS) securing its first hyperscaler deal with Microsoft, worth up to $19.4 billion over five years, BWS Financial maintained its Buy rating and raised its price target on the company’s shares from $90 to $130 on September 9. The Microsoft agreement, which would see the tech giant use almost all of NBIS’s New Jersey facility, is a major turning point for Nebius Group (NASDAQ:NBIS), according to B ...

Core Insights - Nebius Group N.V. (NASDAQ: NBIS) presents a strong bullish setup in AI infrastructure, supported by a $17.4 billion contract with Microsoft, establishing it as a credible hyperscale partner [1] Group 1: Leadership & Management Analysis - The company has a proven track record in scaling businesses, demonstrating smart capital allocation and insider ownership [1] - Consistent revenue growth and credible guidance are key attributes of the company's management [1] Group 2: Market Disruption & Competitive Positioning - Nebius Group possesses a strong technology moat and first-mover advantage in the AI infrastructure sector [1] - The company benefits from network effects that drive exponential growth and has significant market penetration in high-growth industries [1] Group 3: Financial Health & Risk Management - The company shows sustainable revenue growth with efficient cash flow management [1] - A strong balance sheet and long-term survival runway are critical for the company's financial health [1] - The company avoids excessive dilution and maintains financial strength [1] Group 4: Valuation & Asymmetric Risk/Reward - Revenue multiples are analyzed against peers, alongside DCF modeling to assess valuation [1] - Institutional backing and market sentiment analysis are utilized to gauge investment potential [1] - The company ensures downside protection while offering significant upside potential [1] Group 5: Portfolio Construction & Risk Control - Core positions (50-70%) are allocated to high-confidence, stable plays, while growth bets (20-40%) focus on high-risk, high-reward opportunities [1] - Speculative investments (5-10%) are made in moonshot disruptors with massive potential [1]

Core Insights - Nebius Group's partnership with NVIDIA is highlighted as a significant factor contributing to its potential for growth and upside [1] Group 1: Company Overview - Nebius Group is positioned in the technology sector, focusing on innovation and sustainability [1] - The company is associated with First Principles Partners, which specializes in equity research within technology and sustainable investments [1] Group 2: Investment Strategy - The investment approach utilized by First Principles Partners involves deconstructing complex financial and technological problems to identify overlooked investment opportunities [1] - The analyst emphasizes a strong background in investment, private equity, and venture capital, indicating a proven track record of delivering strong returns [1] Group 3: Market Focus - The articles produced by the analyst on Seeking Alpha concentrate on emerging technologies, sustainable investing, and the intersection of innovation and finance [1] - There is a commitment to sharing insights and learning from fellow investors to foster positive change in sustainability and innovation [1]

Core Insights - First Tellurium Corp's subsidiary, PyroDelta Energy, has successfully tested thermoelectric modules that enhance the range of high payload drones powered by combustion engines [2][5] - The new thermoelectric modules are compact and lightweight, weighing only one pound compared to conventional magnetos that weigh about five pounds, resulting in an 80% weight savings [3][4] - The reduction in weight allows for increased performance and extended travel distance for drones on a single tank of fuel [4] Company Developments - PyroDelta has conducted extensive testing of the modules in various conditions, including high altitudes and harsh environments, confirming their robustness and potential value to the drone industry [5] - First Tellurium's President and CEO, Tyrone Docherty, has personally purchased over 650,000 shares in September, indicating confidence in the company's future and the value of PyroDelta's technology [6] - The company aims to generate revenue through mineral discovery, project development, and the advancement of tellurium-based technologies [7]

Core Insights - Nebius Group N.V. (NBIS) has reaffirmed its $2 billion capital expenditure plan for 2025 to expand its capacity in the AI infrastructure market, which is experiencing explosive growth due to increased demand for generative AI and machine learning applications [1][10] - The company reported a remarkable 625% year-over-year revenue increase, reaching $105.1 million, with AI cloud infrastructure revenues growing more than nine times, driven by high demand for GPUs [2][10] - To meet this demand, Nebius plans to secure 220 megawatts of connected power and is expanding its data center capacity significantly, with plans to build over 1 gigawatt of power capacity by 2026 [3][10] Strategic Partnerships - Nebius has closed a significant deal with Microsoft worth $17.4 billion, providing dedicated GPU capacity from a new data center in New Jersey, with potential total value rising to $19.4 billion [4][6] - The cash flow from this deal will be utilized to finance part of the capital expenditures associated with delivering AI infrastructure to Microsoft [4][6] Financial Position and Growth Plans - The company has raised $4 billion and closed a public offering of Class A ordinary shares and a private offering of convertible senior notes, generating nearly $4.2 billion in gross proceeds to fund its capital expenditures [6] - Nebius aims to use some of the proceeds to accelerate business growth, including purchasing additional computing power and expanding its data center footprint [6] Competitive Landscape - The AI infrastructure market is becoming increasingly competitive, with major players like Amazon and Microsoft also scaling their capital expenditures aggressively to capture market share [8][10] - CoreWeave, another competitor, has reaffirmed its capital expenditure guidance at $20-$23 billion for 2025, indicating the high level of investment in this sector [9][10] Market Performance - Nebius shares have gained 40% in the past month, outperforming the Internet – Software and Services industry's growth of 16.4% [14] - The company's shares are trading at a price/book ratio of 5.88X, higher than the industry average of 4.54X [15]