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Nebius Group N.V. (NBIS), a Europe-based AI-infrastructure company, has experienced a share price increase of 146.4% over the past three months, significantly outperforming the S&P 500’s 18.9% gain. The company reported a remarkable revenue growth of 385% in its last quarter, attributed to rising demand for AI-infrastructure services.
NBIS holds a 28% stake in ClickHouse, valued at approximately $6 billion, along with significant interests in other tech ventures such as Toloka, TripleTen, and Avride. Toloka, backed by notable investors like Jeff Bezos and Mikhail Parakhin, is positioned to leverage rising global demand for quality AI data, while Avride recently secured partnerships with major companies like Uber and Hyundai.
Year-to-date, NBIS shares have surged 87.5%, compared to a 23.8% rise in the Internet – Software and Services industry. Currently, NBIS is trading at a price/book ratio of 3.87, slightly below the industry standard of 4.1.
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