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NBIS
Nebius Group N.V.
$220.12
2.12
(0.97%)
| Exchange: | NASDAQ |
| Market Cap: | 52.829B |
| Shares Outstanding: | 335.693M |
Delayed data
About The Company
| Sector: | Communication Services | |||||
| Industry: | Internet Content & Information | |||||
| CEO: | Arkady Volozh | |||||
| Full Time Employees: | 1371 | |||||
| Address: |
| |||||
| Website: | https://group.nebius.com |
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.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 20,900 | 117,500 | 529,799.999 |
| Gross Profit | -11,000 | 44,100 | 363,600 |
| EBITDA | -298,200 | -363,400 | -192,200 |
| Operating Income | -327,500 | -440,700 | -596,200 |
| Net Income | 241,300 | -641,400 | 101,700 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 8,887,447.746 | 3,536,427.662 | 12,449,800 |
| Total Liabilities | 5,539,893.797 | 293,623.661 | 7,836,600 |
| Total Stockholders Equity | 3,347,373.178 | 3,242,804.001 | 4,613,200 |
| Total Debt | 2,356,050.163 | 37,437.266 | 4,888,200 |
| Cash and Cash Equivalents | 1,090,486.950 | 2,438,998.029 | 3,678,100 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 829,800 | 245,600 | 384,800 |
| Capital Expenditure | -83,400 | -807,700 | -4,066,000 |
| Free Cash Flow | 746,400 | -562,100 | -3,681,200 |
| Net Income | 232,140.572 | -393,500 | 101,700 |
| Net Change in Cash | -109,300 | 1,359,100 | 1,271,300 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 39,425,773.415 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 69,713,202.814 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 51,340,466.667 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | -46,564,113.751 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | -26,333,981.569 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | -34,292,260.768 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 1,872,188.287 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 3,928,314.637 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 2,681,043.570 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 39,101,417.433 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 69,139,672.041 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 50,918,088.461 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 10.600 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 15.520 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 7.400 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 6 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 2 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Revenue Growth: Nebius Group reported a remarkable 5.65x year-over-year revenue increase in Q4 2024, reaching $37.9 million, with annual recurring revenue (ARR) growing 466% annually and projected to reach up to $1 billion by year-end 2025. This highlights the company’s strong position in the AI infrastructure market.
- Significant Cash Reserves: The company holds a substantial cash position of $2.45 billion as of FY2024, providing financial flexibility for expansion and innovation without immediate need for additional capital, as noted in recent analyses.
- Strategic Partnerships and Leadership: Backed by NVIDIA, Nebius benefits from access to cutting-edge hardware, enhancing its competitive edge in AI-centric cloud platforms. Additionally, leadership under Arkady Volozh, a recognized IT visionary, strengthens its strategic direction.
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Intrinsic Value Calculator
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Common questions about NBIS valuation
Is Nebius Group N.V. (NBIS) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Nebius Group N.V. (NBIS) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is NBIS a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether NBIS trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is NBIS’s P/E ratio?
You can see NBIS’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for NBIS?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is NBIS a good long-term investment?
Whether NBIS fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
NBIS
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Daily snapshot
0.97
Trading Metrics:
| Open: | 229.75 | Previous Close: | 218 | |
| Day Low: | 200.34 | Day High: | 237.66 | |
| Year Low: | 43.89 | Year High: | 278.84 | |
| Price Avg 50: | 174.86 | Price Avg 200: | 117.91 | |
| Volume: | 22.258M | Average Volume: | 17.817M |
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Login — it's freeNBIS full analysis
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