Nebius: Why The Stock Is Trapped In Consolidation

Nebius: Why The Stock Is Trapped In Consolidation

Seeking Alpha • 9 hours ago

Why Have Nebius, CoreWeave, and Iren Stock All Fallen This Week?

In this video, I will discuss the recent surge in space data and its potential impact on Nebius (NBIS 6.99%), Iren, and CoreWeave and review Oracle's earnings report. Watch the short video to learn more, consider subscribing, and click the special offer link below.

The Motley Fool • a day ago

Better AI Infrastructure Stock: Nebius Group vs. Iren Limited

Companies appear set to spend trillions on AI infrastructure this decade. Nebius Group is growing fast, but its losses are still mounting.

The Motley Fool • Dec 13, 2025

Nebius: It's The Differentiation!

I believe that Nebius (NBIS) is the technology leader in AI neo cloud, with a differentiated full-stack approach and strong momentum among AI-native customers. NBIS's rapid ARR growth, marquee hyperscaler contracts, and expanding capacity underpin expectations for $10–12B revenue in 2027 and $20B by 2028. Gross margins (ex-depreciation) are 71% and rising; high switching costs and sticky AI workloads support durable, recurring revenue.

Seeking Alpha • Dec 13, 2025

3 Breakout Growth Stocks You Can Buy and Hold for the Next Decade

SoundHound AI will profit from the soaring demand for custom voice recognition tools. CoreWeave is helping companies process their AI tasks remotely.

The Motley Fool • Dec 12, 2025

Nebius: Unparalleled AI Infrastructure Moat

Nebius Group N.V. represents a strong long-term Buy opportunity due to its unparalleled AI infrastructure moat, robust hyperscaler partnerships, and exceptional engineering talent. NBIS's partnerships with Microsoft and Meta Platforms validate its technological edge and provide long-term revenue visibility for this $23B worth company. Management's aggressive CapEx guidance increase to $5B for FY2025 and a robust balance sheet support sustained, rapid growth.

Seeking Alpha • Dec 12, 2025

The Real Reason This AI Stock Is Falling, and Why It Might Not Matter

After a thrilling run-up earlier in the year, Nebius Group shares are struggling under the weight of the gains. This extreme volatility, however, is forcing the bulls as well as the bears to agree on a more sustainable valuation and price range.

The Motley Fool • Dec 10, 2025

Where Will Nebius Stock Be in 1 Year?

Nebius is expected to experience a faster increase in revenue next year, driven by its huge backlog. The company's capacity expansion plans should support its revenue growth ramp-up in 2026.

The Motley Fool • Dec 10, 2025

Nebius Debuts the Robotics & Physical AI Awards and Summit to Support Next-Generation Startups With $1.5 Million in Compute Credits

SAN FRANCISCO--(BUSINESS WIRE)--Nebius (NASDAQ: NBIS), a leading AI infrastructure company, today announced the winners of the 2025 Nebius Robotics and Physical AI Awards, created to spotlight and accelerate global startups pioneering the next frontier of physical AI. Hosted at the Computer History Museum in Mountain View on December 9, the Nebius Robotics and Physical AI Awards and Summit celebrated the most promising emerging startups in physical AI. Finalists delivered live demos followed by.

Business Wire • Dec 10, 2025

Nebius: Smart Money Bought The Dip, Here's Why

Nebius has rapidly emerged as a $25B AI-infrastructure leader, attracting major institutional capital and high-profile strategic investors. NBIS's vertical integration, hyperscale buildouts, and full-stack AI cloud platform position it as a next-generation hyperscaler with accelerating demand. Technical analysis signals a bullish setup above $100, with margin structure already improving and EBITDA margins reaching 19% in Q3.

Seeking Alpha • Dec 10, 2025