Nebius: Updated Thesis And Key Expectations Ahead Of Q2 2025

Core Viewpoint - The article discusses the performance and outlook of Nebius Group N.V. (NASDAQ: NBIS) following its Q1 2025 earnings report, highlighting the stock's movement over the past two months [1]. Company Summary - Nebius Group N.V. has seen notable stock performance since the last earnings report, indicating potential investor interest and market activity [1]. Analyst Background - The analysis is conducted by a seasoned research analyst with over 10 years of experience in investment banking, specializing in biotechnology, internet, and media sectors [1].