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NBIS Nebius Group N.V.

USCommunication Services
$221.89+2.63%OpenMarket Cap: $53.25B

As of 2026-07-10 13:24

Why NBIS matters now

Nebius Group N.V. (NBIS) is a US stock in Communication Services. The latest InvestLog snapshot shows $221.89 with +2.63% on the session and $53.25B 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 Insider Sale note titled "Volozh Arkadiy sells $11.0M of NBIS". The latest indexable market news headline is "Missed Out on Nvidia's Historic Run? These 2 Winners Are Just Getting Started." 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

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

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.