
NBIS Stock Forecast & Price Target
NBIS Analyst Ratings
Bulls say
Nebius Group reported a remarkable total revenue of $146.1 million, reflecting a significant year-over-year growth of 237%, driven by strong performance in its core business. The recent multiyear $17 billion agreement with Microsoft, which enhances the company's backlog, positions Nebius favorably for future growth, suggesting further upside potential in its valuation. Additionally, the company is projected to achieve an annualized revenue run-rate of between $7 billion and $9 billion by the end of CY26, supported by operational efficiencies that could enable double-digit returns on capital, a stark contrast to its competitors.
Bears say
The Nebius Group has lowered its revenue guidance for 2025 to approximately $525.0 million, primarily due to an inability to meet demand, indicating challenges in scaling operations efficiently. Furthermore, while the company has a substantial revenue backlog exceeding $20 billion, it faces significant obstacles in attracting enterprise customers, which are essential for long-term growth and stability, particularly given the risks posed by its connections to the former Yandex firm. Additionally, the geopolitical and regulatory scrutiny associated with its origins may further undermine its market position and ability to compete effectively against established hyperscalers.
This aggregate rating is based on analysts' research of Nebius Group NV and is not a guaranteed prediction by Public.com or investment advice.
NBIS Analyst Forecast & Price Prediction
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