NBIS Nebius Group N.V.
USCommunication ServicesAs of 2026-10-08
Why NBIS matters now
Nebius Group N.V. (NBIS) is a US stock in Communication Services. The latest InvestLog snapshot shows $219.71 with -7.35% on the session and $52.73B in market capitalization; recent performance reads 1-month +44.99% and YTD +242.48%.
The latest financial table shown here is Q1 2026, with revenue of $399.0M, net income of $621.2M, and EPS of $2.01. Investors can compare that operating picture with valuation signals such as P/E 277.32 and FCF yield -3.6%.
InvestLog's latest related AI research is a Stock Price Move note titled "Nebius Group N.V. (NBIS) falls 5.07% to $237.20". The latest indexable market news headline is "Nebius Group vs. SoundHound AI: Which Tech Stock Is a Better Buy in 2026?" from The Motley Fool.
Additional event context on this page matters because analyst consensus is Hold with a median target of $199.00; recent insider activity includes Boynton John Wilson IV filing S-Sale. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
277.32
PEG
2.40
P/B
10.23
P/S
78.38
EV/EBITDA
49.30
DCF Value
$-64.21
FCF Yield
-3.6%
Div Yield
0.0%
Margins & Returns
Gross Margin
47.9%
Operating Margin
-68.8%
Net Margin
95.3%
ROE
16.4%
ROA
3.8%
ROIC
-2.9%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $399.0M | $621.2M | $2.01 |
| Q4 2025 | $227.7M | $-249.6M | $-0.99 |
| FY 2025 | $529.8M | $101.7M | $0.11 |
| Q3 2025 | $146.1M | $-119.6M | $-0.47 |
Analyst Ratings
Consensus
Hold
Target (Consensus)
$196.00
Target (Median)
$199.00
Target Range
$129.00 - $255.00
Trading Activity
Insider Trades
Related AI Research
Nebius Group N.V. (NBIS) falls 5.07% to $237.20Nebius Group N.V.（NBIS）下跌 5.07%，报 $237.20
Nebius Group N.V. (NBIS) traded 5.07% lower at $237.20 as of 2026-10-07T13:41:04+00:00.Nebius Group N.V.（NBIS）截至 2026-10-07T13:41:04+00:00 下跌 5.07%，报 $237.20。当日成交量为 2,500,584 股，成交额估算约 $593M。
Nave Ophir sells $117.8M of NBISNave Ophir 内部减持 NBIS $117.8M
Nave Ophir (Director, Officer, COO) sold 500,000 shares of Nebius Group N.V. (NBIS) on 2026-10-05, at an average price of $235.53, for approximately $117.8M.Nave Ophir（Director, Officer, COO）于 2026-10-05 卖出 Nebius Group N.V.（NBIS）500,000 股，平均价格 $235.53，合计约 $117.8M。该交易于 2026-10-06 通过 SEC 原始 Form 4 披露。
BNP Paribas upgrades NBIS from Neutral to OutperformBNP Paribas 把 NBIS 评级 上调：中性（Neutral） → 跑赢大市（Outperform）
On 2026-09-24, BNP Paribas upgraded NBIS to Outperform from Neutral.BNP Paribas 于 2026-09-24 将 NBIS 评级上调至 跑赢大市（Outperform），此前为 中性（Neutral）。
Related Stocks
Latest News
Company Info
Sector
Communication Services
Industry
Internet Content & Information
Country
NL
Exchange
—
Beta
1.43
Nebius Group N.V. is a technology company dedicated to developing comprehensive infrastructure to serve the global artificial intelligence industry. Its operations encompass several key areas. Central to its mission is Nebius, an AI-focused cloud platform engineered to handle demanding AI workloads. This division constructs end-to-end AI infrastructure, featuring extensive GPU computing clusters, robust cloud platforms, and essential tools and services for developers. The group also includes Toloka AI, which functions as a data solutions provider, assisting with various phases of generative AI development. TripleTen operates as an educational technology venture, focused on equipping individuals with new skills for careers in the tech sector. Furthermore, Avride specializes in pioneering autonomous driving technologies for self-driving vehicles and delivery robots. Founded in 1989, the company was previously known as Yandex N.V. until its rebranding to Nebius Group N.V. in August 2024. Its headquarters are located in Amsterdam, the Netherlands, with additional research and development facilities spread across Europe, North America, and Israel.