Nebius Group N.V. (NBIS) has experienced a remarkable 123.6% increase in stock value over the past three months, significantly outperforming the Zacks Computer & Technology sector’s growth of 20.3% and the S&P 500’s 11%. The company’s shares have risen 30.1% in the last month alone. In contrast, competitors Microsoft Corporation (MSFT) and CoreWeave, Inc. (CRWV) saw modest increases of 0.3% and 29.9%, respectively.
The company also reported a staggering 684% year-over-year revenue growth, reaching $399 million in the first quarter, with annualized run-rate revenue for its AI business at $1.9 billion. Customer demand is robust, especially in sectors like fintech and life sciences. Looking ahead, Nebius targets annualized revenue of $7-$9 billion by 2026, with capital expenditure guidance now between $20-$25 billion.
Despite strong financial performance, Nebius anticipates quarterly adjusted EBITDA margins will fluctuate in 2026 due to increased investments. Current stock valuation sits at a price/book multiple of 9.09X, outperforming the industry average of 4.13X.
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