Nebius: Massive AI Deals Drive Growth, But Dilution Risks Loom

If you want full access to all our reports, data, and investing ideas, join The Aerospace Forum , the #1 aerospace, defense, and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.In February, I covered Nebius Group ( NBIS ) with a buy rating. Since then, shares of the data center company have advanced 11.1% against a 5.7% decline for the S&P 500. The company brokered some key deals with Meta (Dhierin-Perkash Bechai is an ...