Introduction
When it comes to high-growth technology stocks, few names have generated as much buzz in recent months as Nebius Group (NASDAQ: NBIS). With its roots in cloud computing and AI-driven infrastructure, Nebius has positioned itself as a serious contender in the race to power the next generation of artificial intelligence applications. But for investors wondering if now is the right time to buy, the central question becomes, “What’s the Nebius stock price today, and does it offer room for growth?”
The company has captured headlines for its landmark deal with Microsoft, rapid revenue expansion, and growing institutional support. At the same time, analysts and traders are closely watching its technical price levels, market positioning, and valuation relative to industry peers. All these factors contribute to a bigger picture: Nebius isn’t just a stock—it’s becoming a strategic AI infrastructure play in one of the fastest-growing industries of our time.
This blog breaks down 10 signs you should invest in Nebius right now, from major partnerships and explosive growth to macro tailwinds driving AI adoption globally. We’ll also cover risks, counterarguments, and the most important takeaway for retail investors.
Whether you’re a long-term growth investor or a short-term trader looking for opportunities, Nebius deserves attention. Its blend of innovation, momentum, and strategic backing makes it one of the most talked-about AI infrastructure stocks of 2025.
What Is Nebius Group (NBIS)? A Quick Primer
Nebius Group (ticker: NBIS) is a cloud computing and AI infrastructure company that specializes in what it calls “neoclouds”—dedicated environments designed for GPU-heavy workloads such as training large language models (LLMs), generative AI systems, and deep-learning algorithms. Unlike traditional hyperscalers (Amazon AWS, Microsoft Azure, or Google Cloud), Nebius focuses exclusively on AI-first workloads, carving out a specialized niche in the fast-growing AI ecosystem.
Headquartered in Amsterdam, Nebius originated as a spin-off from Yandex N.V., the Russian search giant, but has since rebranded and expanded into Western markets. Its core strength lies in delivering GPU clusters at scale, solving one of the most pressing bottlenecks in AI adoption: scarcity of computing power.
The company gained massive visibility in 2025 after announcing a multi-billion-dollar contract with Microsoft, which will integrate Nebius’s infrastructure into Azure services. This instantly positioned the firm as a serious global competitor.
With data centers under development in Europe and the U.S., Nebius is expanding rapidly to meet surging demand. Its business model is straightforward: build advanced GPU-based data centers, lease capacity to enterprises, and scale revenues as AI adoption accelerates worldwide.
What’s the Current Nebius Stock Price Today? Key Metrics & Context
As of today, Nebius stock (NASDAQ: NBIS) trades at around $92 per share, reflecting an impressive rally from its earlier 2025 lows near $54 per share. The stock has gained momentum following its Q2 earnings beat and the highly publicized Microsoft deal, which provided both validation and growth visibility.
The company’s market capitalization stands near $5.5 billion, a relatively modest figure considering its growth trajectory. Revenue for the second quarter alone came in at $78 million, up more than 600% year-over-year, putting the company firmly on Wall Street’s radar.
Key metrics investors are watching include:
Revenue growth rate: Over 500% YoY, among the fastest in the sector.
Gross margins: Currently thin due to infrastructure build-out, but expected to improve with scale.
Cash position: Roughly $500 million in reserves, bolstered by recent institutional capital raises.
Valuation multiples: Trading at a forward sales multiple of ~7x, lower than many AI peers.
From a trading perspective, $87 is the key near-term support level, while $100 serves as a psychological resistance point. A breakout above $100 could trigger additional institutional buying.
In short, Nebius’s stock price today reflects optimism but still leaves room for upside, particularly as revenue accelerates and infrastructure expansions begin to pay off.
Sign #1: Major Contract with Microsoft – Validation & Revenue Upside
Few catalysts carry as much weight as a strategic partnership with Microsoft. For Nebius, the deal announced earlier this year was nothing short of a game-changer. Under the agreement, Microsoft will leverage Nebius’s GPU-based clusters to support its rapidly expanding Azure AI services, particularly in regions where demand far outpaces supply.
This partnership validates Nebius on multiple fronts. First, it affirms that a tech titan trusts Nebius’s technology to handle mission-critical workloads. Second, it provides revenue visibility through a multi-year contract, ensuring recurring income and reducing uncertainty.
Analysts estimate the deal could generate $300–$500 million in annual revenue for Nebius by 2026, depending on usage volumes. Beyond the direct financials, the partnership significantly raises Nebius’s brand credibility, opening doors for additional contracts with Fortune 500 companies seeking reliable AI infrastructure providers.
Another key element is ecosystem integration. By tying into Azure’s services, Nebius gains exposure to thousands of enterprises already embedded in Microsoft’s ecosystem. This creates a network effect, where more clients flow into Nebius’s platform simply because it is part of a trusted environment.
From an investor standpoint, the Microsoft deal signals that Nebius is not a speculative AI startup but rather a legitimate infrastructure partner with global reach. In the competitive world of AI infrastructure, such validation is rare—and immensely valuable
Sign #2: Breaking into a Rapidly Expanding AI Infrastructure Market
One of the most compelling reasons to consider Nebius is its position in a rapidly expanding AI infrastructure market. The surge in demand for GPU computing capacity has created a gold rush, as enterprises, startups, and governments scramble to secure enough computing power to train and deploy artificial intelligence models.
Unlike general cloud providers, Nebius focuses exclusively on AI-optimized environments, known as neoclouds. These are specifically tailored for the heavy workloads associated with large language models (LLMs), generative AI platforms, and computer vision systems. This specialization sets Nebius apart, allowing it to capture a niche where demand is growing exponentially.
Industry reports suggest the global AI infrastructure market will surpass $200 billion by 2030, with double-digit annual growth. Companies unable to secure GPUs from NVIDIA and other chip suppliers are turning to specialized providers like Nebius. This dynamic gives the company a first-mover advantage, particularly in regions where demand far outpaces supply.
Another factor is scalability. Nebius is actively building new data centers in Europe and the United States, ensuring that it can meet demand while expanding geographic reach. Its Vineland, New Jersey, facility is expected to be one of the most advanced AI clusters in the U.S., positioning the company to compete directly with entrenched hyperscalers.
For investors, this entry into a booming, underserved market signals that Nebius is not just chasing hype—it is filling a critical infrastructure gap at exactly the right moment.
Sign #3: Explosive Revenue Growth & Future Projections
Revenue growth is one of the most reliable indicators of whether a company is gaining traction, and in the case of Nebius Group, the numbers speak volumes. In its most recent earnings report, the company revealed that revenue for the first half of 2025 had surged to $156 million, representing a staggering 545% year-over-year increase. In the second quarter alone, revenue rose by more than 625% compared to Q2 2024, reflecting the accelerating adoption of its AI infrastructure solutions.
What makes these figures even more impressive is that Nebius is still early in its growth cycle. Unlike mature hyperscalers, it has only begun to tap into the multi-trillion-dollar AI ecosystem. Analysts project that Nebius could cross the $1 billion annual revenue mark by the end of 2025, largely fueled by its Microsoft partnership and the onboarding of new enterprise customers.
Looking further ahead, Wall Street forecasts suggest that Nebius could reach $3–7 billion in revenue by 2028, depending on contract growth and infrastructure scaling. If these projections hold true, Nebius could see its market capitalization multiply several times over.
Of course, growth this rapid requires heavy capital spending. Nebius is plowing cash into GPU acquisition, land purchases for data centers, and operational expansion, which temporarily pressures margins. However, the long-term payoff is significant: once infrastructure is built, revenue can scale much faster than costs.
For growth-oriented investors, Nebius’s explosive top-line expansion is a strong signal that this stock could deliver outsized returns in the coming years.
Sign #4: Strong Analyst Sentiment & Price Targets
Analyst sentiment provides another important signal when evaluating whether to invest in a high-growth stock like Nebius. Across Wall Street, the mood is decidedly bullish. Several top research firms have rated Nebius as a “Strong Buy,” citing its unique positioning in the AI infrastructure market and its landmark Microsoft deal.
Current 12-month price targets range between $90 and $95, which aligns with the stock’s current trading levels. While that might not seem like a huge upside, many analysts note that these targets were set before the full revenue impact of the Microsoft agreement was factored in. As the deal begins to generate cash flow and Nebius signs additional contracts, revised targets could push substantially higher.
Analysts are also focusing on long-term growth metrics, rather than short-term profitability. Since Nebius is still investing aggressively in infrastructure, earnings remain negative. But on a forward sales multiple, Nebius is considered attractive relative to peers, particularly given its rapid growth trajectory.
Another bullish signal is coverage expansion. As more major banks and investment firms initiate coverage on Nebius, institutional investor interest is likely to grow. Increased coverage not only boosts visibility but also validates the company’s position as a serious contender in the AI race.
For investors weighing sentiment, the clear message is that analysts see Nebius as more than just hype—they see it as a legitimate growth engine in one of the fastest-growing technology markets.
Sign #5: Technical Chart Breakouts & Support Levels
For investors who rely on technical analysis, Nebius’s price charts reveal a story of strong upward momentum. Following the announcement of its Microsoft partnership, the stock broke out of a pennant formation—a classic bullish continuation pattern. This breakout has since been confirmed by higher trading volumes, signaling that both retail and institutional investors are participating in the rally.
Key support levels provide insight into potential downside risk. Analysts note that the first line of support sits around $87 per share, with deeper supports near $76 and $54. These levels are important because they suggest where the stock could stabilize if short-term volatility pushes prices lower. For momentum traders, these support zones represent opportunities to enter at more favorable valuations.
On the upside, chart analysis indicates room for a move beyond the $100 resistance level, particularly if positive news flows continue. Breakouts above psychological thresholds like $100 often trigger additional buying interest, further fueling momentum.
Indicators such as the Relative Strength Index (RSI) currently show Nebius in bullish territory, though not yet at dangerously overbought levels. This balance suggests the rally still has room to run without being overstretched.
While technicals should never be the sole reason to invest, they reinforce the idea that Nebius is in a strong uptrend with defined support and resistance levels. For investors who combine fundamentals with chart analysis, the technical picture provides yet another signal of confidence in Nebius’s current trajectory.
Sign #6: Strategic Partnerships & Competitive Edge
One of Nebius’s greatest strengths lies in its web of strategic partnerships beyond Microsoft. The company has struck collaborations with GPU suppliers, European governments, and enterprise AI startups to secure both supply chain resilience and market adoption.
For example, Nebius recently announced a partnership with NVIDIA, ensuring priority access to high-performance GPUs like the H100 and B200 series. In a market where GPU scarcity is a bottleneck, this relationship provides a significant competitive edge.
Nebius has also aligned with research institutions and AI-focused startups, embedding itself within the innovation pipeline. These relationships give the company early exposure to the next wave of AI breakthroughs, from autonomous systems to biotech-driven AI modeling.
Another differentiator is Nebius’s data center efficiency model. By designing clusters specifically for AI rather than retrofitting general-purpose servers, it achieves lower latency, higher utilization, and better cost-performance ratios compared to legacy providers.
Competitors like AWS and Google Cloud dominate in scale, but Nebius’s focus and specialization make it a formidable challenger in this AI-first market. For investors, strategic partnerships are not just about headlines—they translate directly into supply security, customer trust, and competitive resilience.
Sign #7: Institutional Backing & Capital Raises
Strong institutional backing is often a bullish indicator, and Nebius has attracted significant interest from hedge funds, venture capital firms, and sovereign wealth funds. Recent filings show that over 65% of outstanding shares are now institutionally owned, signaling that professional investors see long-term upside.
In addition, Nebius has executed multiple capital raises to fund its aggressive expansion. In early 2025, the company raised $450 million through a secondary offering, earmarked for GPU acquisitions and U.S. data center build-outs. Despite initial dilution concerns, the market reacted positively, interpreting the raise as a growth enabler rather than a weakness.
Institutional support also enhances stability. With large funds on board, the stock is less susceptible to extreme retail-driven volatility. Furthermore, institutions often provide strategic guidance, connecting Nebius with customers, suppliers, and additional funding sources.
Notably, several AI-focused ETFs have added Nebius to their portfolios, boosting liquidity and visibility. As AI continues to dominate market narratives, Nebius’s inclusion in thematic funds ensures steady demand from passive investors as well.
For retail investors, institutional confidence is a powerful sign. It means that Nebius is not just a speculative play—it’s becoming part of the mainstream AI investment story.
Sign #8: Risks Are Known & Potentially Manageable
Every stock carries risk, but what matters is whether those risks are understood and manageable. In Nebius’s case, the biggest challenges include capital intensity, competition from hyperscalers, and regulatory hurdles.
Building GPU-based data centers is extremely expensive, and Nebius must continually raise capital. However, with strong institutional backing and increasing revenue streams, this risk is mitigated.
Competition from Amazon, Microsoft, and Google is another concern, but Nebius has carved out a specialized niche in AI-first infrastructure. Instead of going head-to-head on general cloud services, it focuses narrowly on high-performance AI workloads where differentiation is possible.
Finally, regulatory risks exist, especially concerning export restrictions on GPUs and data sovereignty laws. Yet Nebius has shown adaptability by securing multi-region supply chains and working closely with European regulators.
For investors, the takeaway is that risks are real but not deal-breakers. In fact, the fact that these risks are well-documented means they are already priced into the stock.
Sign #9: Relative Valuation vs Peers Suggests Upside
Valuation is often where high-growth stories stumble, but Nebius still appears undervalued relative to peers. Trading at a forward sales multiple of ~7x, it sits well below established AI infrastructure players, some of which trade at 10x–15x sales despite slower growth.
For example, CoreWeave, a private AI cloud provider, recently raised funds at a valuation implying nearly 12x forward revenue multiples. Meanwhile, NVIDIA’s data center business trades at even higher implied multiples. This suggests that Nebius, growing faster than both, could command a higher valuation.
Analysts argue that as Nebius scales beyond $1 billion in revenue—expected within the next 12–18 months—its valuation multiple could re-rate closer to peers, driving significant stock upside. Even a modest re-rating to 10x sales could push Nebius’s market cap from $5.5 billion today to $8–10 billion.
Additionally, relative valuation on a price-to-growth (PEG) basis is compelling. Nebius’s PEG ratio remains under 1.0, indicating that the stock’s growth potential far outweighs its current pricing.
In short, valuation analysis shows Nebius is not overhyped—it may actually be undervalued compared to competitors. For investors seeking asymmetric opportunities, this is one of the strongest arguments for buying the stock.
Sign #10: Macro Tailwinds (AI Demand, Cloud Infrastructure, Geopolitics)
Beyond company-specific factors, macro trends strongly support Nebius’s growth story. The global AI race is intensifying, with enterprises, governments, and research institutions all pouring billions into AI development. This surge creates unprecedented demand for GPU-based cloud infrastructure.
Cloud spending itself is expected to surpass $1 trillion annually by 2030, with AI workloads accounting for the largest share of incremental growth. Nebius, as a specialized AI-first cloud provider, is perfectly positioned to capture this demand.
Geopolitics also plays a role. With U.S.-China tech tensions leading to export controls on GPUs, many Western companies are seeking alternative providers that can ensure compliance while delivering capacity. Nebius’s European base gives it a geopolitical advantage, particularly with enterprises wary of supply chain restrictions.
Finally, the AI investment boom has become a self-reinforcing cycle. As companies like OpenAI, Anthropic, and Google DeepMind push boundaries, downstream demand for infrastructure like Nebius’s grows exponentially. This creates a structural tailwind that is unlikely to fade anytime soon.
For investors, these macro forces provide confidence that Nebius’s growth is not just about execution—it’s also about being in the right place at the right time, riding a wave of global AI adoption.
Counterarguments / What Could Go Wrong
Skeptics argue that Nebius’s story, while exciting, is not without pitfalls. One risk is overvaluation hype. If revenue growth slows or fails to meet expectations, the stock could re-rate downward quickly.
Another concern is execution risk. Building data centers and scaling operations across continents is logistically complex. Delays in construction, GPU shortages, or operational inefficiencies could weigh on performance.
Competition remains the biggest long-term challenge. While Nebius has carved a niche, hyperscalers like AWS and Google Cloud have vast resources and could eventually push aggressively into Nebius’s core markets.
Lastly, regulatory shifts—particularly around AI safety, data usage, and energy consumption—could impose new costs or slow expansion.
That said, bulls argue that Nebius has already demonstrated execution strength, strategic partnerships, and adaptability. For many, these risks are acceptable in exchange for the outsized upside potential.
Should YOU Invest? Key Takeaways
So, should you invest in Nebius? The answer depends on your risk tolerance and time horizon. For long-term growth investors, Nebius offers a unique opportunity: a high-growth company, validated by Microsoft, expanding in a booming AI infrastructure market, yet still trading at reasonable valuations.
Key takeaways:
Explosive growth: Revenue up more than 600% YoY.
Strong validation: Backed by Microsoft and NVIDIA.
Institutional support: Over 65% ownership by funds.
Valuation upside: Trading below peers despite faster growth.
Manageable risks: Capital needs and competition, but offset by strong execution.
For risk-averse investors, Nebius may be volatile, and timing entries around support levels ($87, $76, $54) could be prudent. For aggressive growth investors, however, the stock represents a chance to ride the AI wave early.
Conclusion
In the world of investing, timing is everything. With Nebius stock trading around $92 today, investors are at a crossroads: wait for dips or position early for the next leg of growth. The 10 signs outlined in this analysis—from the Microsoft partnership and explosive revenue growth to strong analyst sentiment and macro tailwinds—paint a compelling case for Nebius as a must-watch stock in 2025.
While risks exist, they appear manageable and already priced in, leaving significant upside potential if execution continues. For investors seeking exposure to the AI infrastructure boom, Nebius offers a rare mix of credibility, scalability, and market timing.
The future of AI will be built on computing power, and Nebius is quickly emerging as one of the key providers of that foundation. For those asking whether now is the right time to buy, the evidence suggests that Nebius isn’t just another tech stock—it’s an infrastructure play with the potential to reshape the AI industry.
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