
NBIS Stock Forecast & Price Target
NBIS Analyst Ratings
Bulls say
Nebius Group NV is rapidly expanding its GPU capabilities, strategically positioning itself for enhanced valuation and competitiveness within the AI infrastructure sector. The company's S-1 filing is expected to clarify its advantages relative to competitors, highlighting lower associated risks compared to CoreWeave. Furthermore, even in a challenging scenario of potential GPU overcapacity, Nebius Group has other valuable business segments that provide a solid financial buffer, underpinning a positive long-term outlook.
Bears say
Nebius Group NV reported disappointing fourth-quarter results, with a slowdown in customer sign-ups leading to a sequential revenue decline in the Nebius AI segment, which generated approximately $22.5 million. Additionally, the company's increased investment in GPU data center capacity raises concerns about potential oversupply and subsequent price erosion in a competitive market. Furthermore, the prevailing risk-off environment is placing significant selling pressure on growth-oriented stocks like Nebius, further complicating its financial outlook and undermining investor confidence in its valuation.
This aggregate rating is based on analysts' research of Nebius Group NV and is not a guaranteed prediction by Public.com or investment advice.
NBIS Analyst Forecast & Price Prediction
Start investing in NBIS
Order type
Buy in
Order amount
Est. shares
0 shares