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NBIS

Nebius Group N.V.
$171.57
+0.07% Oct 21 close
Communication Services Compare
-32%+17%+65%+114%+163%Oct 2025Oct 2026Apr 2026
NBISSPY
1W
-7.8%
1M
-26.3%
3M
-21.4%
6M
+9.9%
YTD
+105.0%
1Y
+64.5%

Live chart

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What they do

Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally. It offers Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. The company also provides TripleTen, an edtech platform for re-skilling individuals for careers in technolgy.

Communication Services · Internet Content & Information

For information only · Important disclosures

Grades vs sector

No sector grades for NBIS yet. Grades rank S&P 1500 stocks within their sector and refresh after each daily data run, so a stock outside that index or newly covered has none.

Our models

Held by 1 of 5 live models: Coteau Long Book.

Coteau Long Book
2.5% of the book · Higher-risk sleeve
Held
Quality Growth
Outside this model's universe or screens
Momentum Top 15
Outside this model's universe or screens
Momentum Blend
Not in the current book
New Highs Growth
Outside this model's universe or screens
Why it's in the Coteau Long Book

Picked for this research portfolio at the Oct 21, 2026 close (Higher-risk group, AI).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

News

More news
AI Cloud Stocks Rise as Musk Calls Overcapacity Talk ‘Ridiculous’: Nebius and CoreWeave Gain 3%, Oracle Edges Higher
24/7 Wall St. · 10h ago
Nebius brings compute pricing into the open as Europe’s AI builders scale on its cloud
Business Wire · 12h ago
Gartner: 80% of neocloud firms face extinction by 2030 as AI capex outpaces returns
24/7 Wall St. · Oct 20
Coreweave Keeps Getting Crushed: This Analyst Says It’s Going to Quadruple In Price
24/7 Wall St. · Oct 20
CoreWeave Falls 4% as HSBC Reiterates Bearish Call on Debt Risk; Nebius Drops 5%, Oracle Holds Steady
24/7 Wall St. · Oct 20

Key stats

Market value$46.6B
P/E (last 12 months)134.0
P/E (next 12 months, estimated)-48.2
52-week range$73.52 – $299.86
Revenue growth (latest quarter vs a year ago)+454.0%
Dividend yieldNo dividend
Analyst consensusBuy (20)
Average analyst price target$283.60 (+65%)
Valuation and fundamentals

Valuation & fundamentals

No US-GAAP 10-K/10-Q financials in SEC data (foreign filers report on Form 20-F, often under IFRS).

Earnings

Next report: 2026-11-10 · before open · EPS est -1.24
22-1125-0225-0525-0825-1126-0226-0526-08-0.992.11
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-08-12-0.86-0.68+21.2%
2026-05-13-0.712.11+396.1%
2026-02-12-0.60-0.99-63.1%
2025-11-11-0.52-0.40+23.3%
2025-08-07-0.42-0.38+8.7%
2025-05-20-0.44-0.39+12.7%
2025-02-20-0.39-0.37+4.8%
2022-11-030.190.22+13.5%

Quarterly revenue

QuarterRevenueYoY
2026-06-30$582.3M+454.0%
2026-03-31$399.0M–
2025-12-31$227.7M–
2025-09-30$146.1M–
2025-06-30$105.1M–
Analyst actions
Piper Sandler
2026-10-21 · main
Neutral → Neutral
PT $185
Rosenblatt
2026-10-08 · init
→ Buy
PT $304
William Blair
2026-09-30 · init
→ Outperform
BNP Paribas
2026-09-24 · up
Neutral → Outperform
PT $399
Rothschild & Co
2026-09-21 · init
→ Sell
PT $84
Truist Securities
2026-09-09 · init
→ Buy
PT $355
Insider trades
Grimme Arne
Director · 2026-10-21
BUY
$24.9K
Grimme Arne
Director · 2026-10-20
BUY
$24.9K
Grimme Arne
Director · 2026-10-19
BUY
$25.2K
Grimme Arne
Director · 2026-10-16
BUY
$25.2K
Grimme Arne
Director · 2026-10-15
BUY
$25.2K
Boynton John Wilson Iv
Director · 2026-10-15
SELL
$18.9K
Boynton John Wilson Iv
Director · 2026-10-15
SELL
$180.7K
Boynton John Wilson Iv
Director · 2026-10-15
SELL
$74.7K
Boynton John Wilson Iv
Director · 2026-10-15
SELL
$36.9K
Boynton John Wilson Iv
Director · 2026-10-15
SELL
$36.4K
Boynton John Wilson Iv
Director · 2026-10-15
SELL
$72.5K
Boynton John Wilson Iv
Director · 2026-10-15
SELL
$108.2K

Stats refreshed 2026-10-21 17:57:34 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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coteau

Independent research · Not investment advice · Important disclosures · Contact desk@coteau.app

Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.

Beta 0.9 · Oct 21, 2026