Nebius Group N.V. (NBIS) up More Than 9.8% Since FQ4 2025 Earnings Release, Here’s What You Need to Know

Core Insights - Nebius Group N.V. (NASDAQ:NBIS) is recognized as one of the best-performing foreign stocks to buy, despite missing earnings estimates for fiscal Q4 2025, with the stock gaining over 9.8% since the earnings release [1] - The company reported a remarkable year-over-year revenue growth exceeding 500%, reaching $227.7 million, although it fell short of consensus estimates by $15.09 million [2] - The negative earnings per share (EPS) of negative $0.68 also missed consensus by $0.15, attributed to heavy investments in capacity expansion and product development [2][3] Revenue and Growth - Nebius's Core AI Cloud revenue surged by $214.2 million, reflecting an over 800% year-over-year increase, driven by global demand for computing capacity [2] - The cost of revenue increased by 225% year-over-year to $68.5 million in Q4 2025, primarily due to expenses related to the expansion of the core AI cloud business [3] Analyst Ratings - Following the earnings release, analysts from Northland Securities and D.A. Davidson reiterated a Buy rating on the stock, with price targets of $211 and $150, respectively [3] Company Overview - Nebius Group N.V., headquartered in Amsterdam, specializes in developing and operating AI cloud infrastructure for training and inference of advanced machine learning models [4]