Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
0
institutions
Market cap
$61.0B
254M shares
52-week range
$43.89 – $299.86
85% from low
Exchange
NASDAQ
CS
Borrow rate
0.83%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.83B | $2.83B | $2.95B | $4.76B | $13.5M | $20.9M | $117.5M | $529.8M |
| Cost of revenue | $515.1M | $898.8M | $1.16B | $2.32B | $28.4M | $31.9M | $73.4M | $166.2M |
| Gross profit | $1.32B | $1.93B | $1.79B | $2.43B | −$14.9M | −$11.0M | $44.1M | $363.6M |
| Gross margin | 71.9% | 68.2% | 60.7% | 51.2% | -110.4% | -52.6% | 37.5% | 68.6% |
| R&D | $324.0M | $470.6M | $490.4M | $647.5M | $58.3M | $112.3M | $129.7M | $177.3M |
| Operating income | $299.1M | $395.7M | $211.5M | −$177.4M | −$158.0M | −$327.5M | −$440.7M | −$596.2M |
| EBITDA | $461.6M | $622.9M | $424.5M | $240.8M | −$103.4M | −$310.1M | −$316.7M | $494.8M |
| Net income | $659.9M | $204.5M | $333.5M | −$196.0M | $745.6M | $241.3M | −$641.4M | $101.7M |
| Net margin | 36.0% | 7.2% | 11.3% | -4.1% | 5523.0% | 1154.5% | -545.9% | 19.2% |
| EPS (diluted) | 2.02 | 0.63 | 0.94 | -0.54 | 1.81 | 0.65 | -2.28 | 0.11 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $3.5B | $-2.11 | $-3.92–$-0.23 | 6 |
| 2027 | $11.6B | $-1.34 | $-22.37–$21.91 | 6 |
| 2028 | $21.3B | $1.19 | $0.83–$1.74 | 3 |
| 2029 | $37.0B | $2.38 | $1.66–$3.49 | 4 |
Forward consensus · source: Financial Modeling Prep
Nebius is a vertically integrated cloud provider focusing on AI and high-performance computing. It is a carve-out of the previous Russian tech firm Yandex, following the Russian sanctions since the Ukraine-Russia war. Nebius designs and operates its own data centers and servers across Europe and the US, with a total capacity of several hundred megawatts. In September 2025, Microsoft became a major Nebius client under a multiyear $17 billion revenue agreement to provide computing capacity.
www.group.nebius.comNo one on the platform currently holds NBIS.
No tracked institution reports a position in NBIS as of their last filing.
No one on the platform has traded NBIS yet.
| $33.6B |
| — |
| TEFTelefónica, S.A. | $3.81 | -0.91% | $21.5B | — |
| TMETencent Music Entertainment Group | $8.45 | +0.72% | $13.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
My top stock pick for every sector right now + 3 year price targets Fintech: - $SOFI | SoFi Technologies Target: $80 Data-center: - $NBIS | Nebius Group Target: $380 Robotics: - $AMBA | Ambarella Inc. Target: $210 Photonics: - $AAOI | Applied Optoelectronics Target: $360 Software: - $ZETA | Zeta Global Holdings Target: $125 This list spans some of today's strongest secular growth themes: fintech, AI infrastructure, robotics, photonics, and enterprise software. SOFI continues to benefit from the shift toward digital finance. NBIS is building critical AI compute infrastructure. AMBA is well positioned for robotics and edge AI growth. AAOI stands to benefit from rising demand for high-speed optical networking, while ZETA continues expanding its AI-powered marketing platform. Rather than trying to predict which stock will move the fastest, I prefer focusing on companies with durable competitive advantages, strong industry tailwinds, and the ability to compound earnings over time. That's where long-term wealth is created. If you could hold only one of these names for the next three years, which would you choose? Share your thoughts in the comments!
View on StockTwits ↗$NBIS Price action is following the expected structure, but strength here still looks more like a corrective bounce than a clean trend resumption. The move fits well with a potential wave B within an ABC correction framework. In that case, current upside would be part of a retracement phase rather than a new impulse leg. From a risk/reward standpoint, chasing strength into a possible wave B is not ideal. The more important zone remains the downside continuation into the projected wave 4 structure, with the $213 area as the broader target over the coming weeks. Until there is clear evidence of a full reversal structure, rallies are better treated as corrective rather than directional confirmation.
View on StockTwits ↗$NBIS how do you spot a "discovery phase" stock via options before price moves. Three separate sweep/trade blocks today, Jan '28 $420 CALLs — totaling ~$2.2M in premium at the ask. Price is above ~$259. OI on those strikes was low before today. Someone is loading for a doubling in 18 months. Company is an AI infrastructure play (ex-Yandex).
View on StockTwits ↗$NBIS Leopold knows neoclouds are the future.. NBIS 40% of his port and $SHAZ now 20% for a reason.. 🚀
View on StockTwits ↗$NBIS Shorts got squeezed. My broker returned my borrowed shares on Friday….🤣🤣🤣🤣
View on StockTwits ↗$MSFT, $GOOG, $AMZN are all actively investing billions into in-house AI chips: • Maia • TPU • Trainium The goal is simple: reduce dependence on NVIDIA over time. But NVIDIA’s strategy response is different. Instead of becoming a hyperscaler itself, it is enabling a new class of “pure NVIDIA clouds”: • $CRWV • $NBIS IREN These companies don’t design their own chips — they fully depend on NVIDIA architecture, allocation, and ecosystem support. So the structure becomes: Hyperscalers → try to vertically integrate out of NVIDIA NVIDIA → expands horizontally into partner clouds that scale with it Key insight: Even if big tech reduces internal reliance, NVIDIA’s ecosystem exposure can still grow through infrastructure partners that are structurally aligned with it. It’s less about owning data centers directly, and more about controlling the compute ecosystem that runs them.
View on StockTwits ↗$APLD I hope my girlfriend doesn’t catch me looking at $NBIS right now. That’s a fine piece of stock — one with a nice pair that actually bounces back up when it drops: a quality neither my GF nor this PoS APLD has.
View on StockTwits ↗$NBIS we all know an anthropic deal is coming before november as Vera rubin most likely ships early 2027, the question is can you wait that long ?
View on StockTwits ↗This might be the fastest way to build serious wealth by the end of 2026 in the ongoing AI boom: $TSM (TSMC) → $425 Must Buy $NBIS (NEBIUS) → $240 Strong Buy $MSFT (Microsoft) → $370 Must bu $INTC (Intel) → ~$118–123 Must Buy $NVDA (NVIDIA) → $189 Strong Buy AI infrastructure, memory supercycle, data center buildout, and autonomy are accelerating hard. These 9 names dominate the current market narrative and growth stack. A lot of great opportunities if you know where to look. The battle map has been shared in the community! Are you going to miss out again?
View on StockTwits ↗$NBIS is starting to stand out on the higher-timeframe tape. On the weekly chart, price structure has been coiling since early May - the kind of compression phase traders often see before volatility expansion rather than trend exhaustion. What’s notable is relative strength: while the broader data center / AI infrastructure group is still consolidating, $NBIS is already acting like a leader in the space, trading ahead of peers in both momentum and flow. There’s also chatter around strong July interest (~300+ inbound), which, if confirmed by sustained volume, adds another layer of demand support. From a trading lens, this is less about prediction and more about structure: tight weekly coil + leadership behavior = name to keep on breakout watch.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.