The Latest Breaking News from Nebius Group

Why BNP Paribas Is Setting Its Sights on $399 for Nebius Stock

BNP Paribas has raised Nebius’ price target to $399 after its stellar earnings.

Barchart · Sep 28

Nebius’s Price Hike Suggests Michael Burry Made a Mistake and Is Shorting the Best Neocloud Stock

After closing his short position against CoreWeave, the question is whether Burry is still bearish on Nebius, or just waiting for a better exit point.

Barchart · Sep 20

Palantir Just Told Wall Street Where AI Infrastructure Is Headed

Palantir's new sovereign AI infrastructure partnership with Nebius Group lets Nebius own the hardware while Palantir's software manages it, reinforcing CEO Alex Karp's asset-light, anti-"tokenmaxxing" strategy.

MarketBeat · Sep 16

Nebius Just Exploded 34% on Blowout Earnings—Is It Time to Buy?

Nebius Group shares jumped 34% after Q2 revenue soared 454% year over year and ARR hit $3 billion, though the stock's roughly 130-times sales valuation raises questions for investors.

MarketBeat · Aug 13

Nebius’ Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand

Nebius Group's Q2 revenue surged 454% year-over-year to over $582 million, driven by faster capacity ramps, with analysts bullish but price targets suggesting shares are fairly valued near $230.

MarketBeat · Aug 12

Nebius Jumps 20% Days After Michael Burry Said His AI Shorts Were Like ‘Shooting Fish in a Barrel’

Nebius Group N.V. (NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on its latest deals had fallen below two years.

Benzinga · Aug 12

UPDATED: NVIDIA-Backed Nebius Says AI Capacity Demand Is So Hot It Could Sell Out 2027 Today

Editor’s Note: This story has been updated to correct the adjusted EPS figure.

Benzinga · Aug 12

Nebius Earnings Preview: Michael Burry Is Short but Prediction Markets See Nvidia, Meta Taking Center Stage

Michael Burry is short Nebius Group N.V. (NASDAQ:NBIS) at $211.77, describing his latest bearish bets as “a bit like shooting fish in a barrel.”

Benzinga · Aug 11

With a $40 Billion Backlog, Nebius Stock Appears Positioned for Sustained Growth

Michael Burry disclosed a short position in Nebius Group that was initiated at $211.77 per share.

Barchart · Aug 10

AI Data Centers Are Splitting Winners From Pretenders in Infrastructure Stocks

AI data center demand is splitting the market: CoreWeave, Nebius and IREN show strong capital access, while Applied Digital and HIVE Digital face debt and dilution risks in the crypto-to-AI pivot.

MarketBeat · Aug 10