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NBIS Nebius Group N.V.

USCommunication Services
$210.91-3.75%ClosedMarket Cap: $50.62B

As of 2026-08-24

Why NBIS matters now

Nebius Group N.V. (NBIS) is a US stock in Communication Services. The latest InvestLog snapshot shows $210.91 with -3.75% on the session and $50.62B 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 Material Company Event note titled "NBIS financing completion: Nebius Group announces closing of private offering of convertible senior notes, with aggregate gross proceeds of approximately $5.75 billion". The latest indexable market news headline is "Nebius Group announces closing of private offering of convertible senior notes, with aggregate gross proceeds of approximately $5.75 billion" from Business Wire.

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

PeriodRevenueNet IncomeEPS
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

Strong Buy: 1Buy: 8Hold: 6Sell: 1Strong Sell: 0
B of A SecuritiesBuy
2026-06-08
CitigroupBuy
2026-05-15
DA DavidsonBuy
2026-05-14
Morgan StanleyEqual Weight
2026-05-14
CitizensMarket Outperform
2026-05-14

Trading Activity

Insider Trades

Boynton John Wilson IVdirector
Sell2026-06-15
Boynton John Wilson IVdirector
Sell2026-06-15
Boynton John Wilson IVdirector
Sell2026-06-15
Boynton John Wilson IVdirector
Sell2026-06-15
Boynton John Wilson IVdirector
Sell2026-06-15

Related AI Research

Material Company EventAug 24, 2026

NBIS financing completion: Nebius Group announces closing of private offering of convertible senior notes, with aggregate gross proceeds of approximately $5.75 billionNebius Group N.V.(NBIS)完成融资,规模 $5.75 billion

NBIS financing completion: Nebius Group announces closing of private offering of convertible senior notes, with aggregate gross proceeds of approximately $5.75 billion.Nebius Group N.V.(NBIS)完成融资,规模 $5.75 billion。Business Wire 于 2026-08-24 发布该事件。

Material Company EventAug 20, 2026

NBIS financing pricing: Nebius Group announces pricing of upsized private offering of $5.0 billion of convertible senior notesNebius Group N.V.(NBIS)融资定价:Nebius Group announces pricing of upsized private offering of $5.0 billion of convertible senior notes

At 03:13 UTC on August 20, 2026, AI infrastructure firm Nebius Group N.V. (ticker: NBIS) announced pricing of an upsized $5.2026年8月20日03:13 UTC,人工智能基础设施企业Nebius Group N.V.(股票代码NBIS)宣布完成规模上调的50亿美元可转换高级票据私募发行定价,相关信息通过Business Wire发布并于同日提交SEC 6-K文件。本次发行规模较初始计划扩大,NBIS当日股价下跌9.87%,与大额债务融资的典型市场反应趋势一致。

Insider SaleAug 19, 2026

Ryan Charles E sells $13.3M of NBISRyan Charles E 内部减持 NBIS $13.3M

The Sale Transaction: Nebius Group N.V. (Ticker: NBIS) director Ryan Charles E completed an open-market stock sale on August 14, 2026, selling 50,000 common shares at an average price of $265.本次减持交易:内布拉斯集团(Ticker: NBIS)董事Ryan Charles E于2026年8月14日完成一笔公开市场股票出售,合计售出50,000股普通股,交易均价为265.53美元,总成交金额达13,276,633美元。该笔交易于2026年8月18日通过Form 4内幕交易申报文件提交至美国SEC,对应占NBIS当前596亿美元总市值的0.022%。

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.