Nebius Group: Looking Beyond The Revenue Miss And Peer Problems

Nebius Group is positioned for long-term growth, driven by AI infrastructure demand and a robust business transformation. The company missed Q4 2025 revenue estimates and guided 2026 revenues below the consensus, but this reflects the cadence of the revenue ramp rather than a disappointing outlook. The company is seeing improved pricing power and longer contracts based, even for older GPUs.

Seeking Alpha • 14 hours ago

3 Top Tech Stocks That Could Make You a Millionaire

Broadcom's ASICs operate efficiently and can be an attractive alternative to Nvidia GPUs. Sandisk's data center revenue is growing rapidly.

The Motley Fool • 15 hours ago

Nebius: Hypergrowth Meets Capital Intensity Reality Check

Nebius delivered $227.7 million in Q4 revenue, up 547% year-over-year, with implied gross margins near 70%. The company ended 2025 with $1.25 billion ARR and reiterated a $7–$9 billion ARR target for 2026. Capital expenditures remain elevated as Nebius scales toward 800MW–1GW connected power and over 3GW contracted power.

Seeking Alpha • 16 hours ago

Nebius: Customer Financing Changes The Entire Risk Profile

Nebius is experiencing explosive growth, guiding for over 550% y/y revenue increase to $4B in 2026. NBIS trades at just 6x sales despite aggressive capex and market volatility, presenting a deep value opportunity. Substantial upfront cash flows ($830M in Q4) and strong insider ownership support management's commitment to long-term value.

Seeking Alpha • 15 hours ago

Nebius Stock Defies Logic

Nebius Group N.V. gets a Strong Buy rating, as rapid capacity buildout and robust contract pipelines overshadow short-term revenue and EPS misses. NBIS exceeded its 2025 active power capacity target, reaching 170 MW, and raised contracted power commitments above 3 GW, fueling market confidence. Over $22 billion in contract backlog, anchored by Meta and Microsoft, supports a $7–9 billion 2026 ARR target, with substantial growth locked in.

Seeking Alpha • 12 hours ago

Alger SICAV - Alger Dynamic Opportunities Fund Q4 2025 Portfolio Update

For the quarter, Alger SICAV - Alger Dynamic Opportunities Fund portfolio's average long exposure was 80.88% and the average short exposure was -32.28%. Long positions MongoDB, Inc., Natera, Inc., and Alphabet Inc. were among the top contributors to performance. Long positions Meta Platforms Inc., Nebius Group, and Roblox Corp. were among the top detractors from performance.

Seeking Alpha • 6 hours ago

2 Artificial Intelligence (AI) Stocks That Could Double in 2026

Nebius is more than doubling its footprint. CoreWeave has a massive revenue backlog to churn through.

The Motley Fool • Feb 23, 2026

Nebius: Profitable On EBITDA Basis As AI Cloud Demand Explodes

Nebius Group achieved positive EBITDA in Q4, driven by explosive AI cloud growth and strong operating leverage. NBIS exceeded its 2025 ARR target by $250M and set 2026 guidance at $7–9B, anchored by Microsoft and Meta contracts.

Seeking Alpha • Feb 23, 2026

The Wall of Worry: Why Markets are Primed for a Spring Surge

Don't let the headlines fool you. While geopolitical tensions and "AI fatigue" dominate the news cycle, the underlying data tells a different story.

Zacks Investment Research • Feb 23, 2026

The Best Artificial Intelligence (AI) Stocks to Buy With $2,000 Right Now

Nebius expects its annualized run rate revenue to be between $7 billion and $9 billion this year. Planned heavy spending by hyperscalers bodes will for Nvidia's continued success.

The Motley Fool • Feb 24, 2026