Nebius Group/$NBIS
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Capital at risk
About Nebius Group
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.
- Ticker
- $NBIS
- Sector
- Software & Cloud Services
- Primary listing
- NASDAQ
- Employees
- 1,543
- Headquarters
- Schiphol, Netherlands
- Website
- nebius.com
Nebius Group Metrics
BasicAdvanced
$62B
1,367.02
$0.16
1.43
-
Price and volume
Market cap
$62B
Beta
1.43
52-week high
$299.86
52-week low
$73.52
Average daily volume
21M
Financial strength
Current ratio
4.03
Quick ratio
3.529
Long term debt to equity
96.798
Total debt to equity
97.25
Interest coverage (TTM)
-2.12%
Profitability
EBITDA (TTM)
258
Gross margin (TTM)
74.26%
Net profit margin (TTM)
3.13%
Operating margin (TTM)
-37.44%
Effective tax rate (TTM)
19.39%
Revenue per employee (TTM)
$880,000
Management effectiveness
Return on assets (TTM)
-1.92%
Return on equity (TTM)
0.60%
Valuation
Price to earnings (TTM)
1,367.015
Price to revenue (TTM)
42.773
Price to book
5.95
Price to tangible book (TTM)
6.38
Price to free cash flow (TTM)
-9.851
Free cash flow yield (TTM)
-10.15%
Free cash flow per share (TTM)
-22.795
Growth
Revenue change (TTM)
506.85%
Earnings per share change (TTM)
-84.91%
3-year revenue growth (CAGR)
-45.08%
10-year revenue growth (CAGR)
4.60%
3-year earnings per share growth (CAGR)
-58.15%
10-year earnings per share growth (CAGR)
-8.53%
What the Analysts think about Nebius Group
Analyst ratings (Buy, Hold, Sell) for Nebius Group stock.
Analyst projections of the future price of Nebius Group stock.
Bulls say / Bears say
Nebius delivered strong operating momentum in Q2 2026: revenue increased 454% year over year to $582.3 million, AI-cloud revenue rose 514% to $575 million, and AI-cloud ARR reached $3.0 billion. The core AI-cloud business also reported a 50% adjusted EBITDA margin. (Nebius Q2 shareholder letter)
Commercial traction strengthened materially: Nebius closed four AI-cloud deals averaging more than $1 billion in total contract value, Q2 contract value nearly quadrupled sequentially, and roughly 70% of deals included customer prepayments. Management also raised its year-end 2026 contracted-power outlook to 5 GW and said all Microsoft capacity tranches had been delivered. (Nebius Q2 shareholder letter)
Nebius has secured powerful strategic validation and customer diversification: NVIDIA committed a $2 billion investment in March 2026, while a new five-year Meta agreement covers $12 billion of dedicated capacity and up to approximately $27 billion including additional compute options. These relationships can improve GPU access, financing capacity, and revenue visibility. (NVIDIA; Nebius–Meta agreement)
Nebius remains highly capital-intensive: Q2 2026 capex was approximately $5.7 billion and first-half capex reached $8.1 billion, while total debt stood at $8.5 billion at June 30. Funding costs and execution requirements could pressure equity returns as the company scales. (Nebius Q2 2026 results)
Despite positive adjusted EBITDA, Nebius reported a $175.9 million Q2 operating loss and a $190.4 million net loss from continuing operations; share-based compensation also rose to $102.5 million. This indicates that GAAP profitability and shareholder dilution remain material risks. (Nebius Q2 2026 results)
A significant portion of recent customer wins depends on capacity that has not yet been built: Nebius said most Q2 deals relate to capacity arriving in late 2026 and will contribute primarily to 2027 revenue. Delays in power, hardware, data-center construction, or deployment could defer the expected growth ramp. (Nebius Q2 shareholder letter)
Data summarised monthly by Lightyear AI. Last updated on 8 Sept 2026.
Nebius Group Financial Performance
Revenues and expenses
Nebius Group Earnings Performance
Company profitability
Upcoming events
No upcoming events
Nebius Group News
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Funds containing Nebius Group
AllEURGBPUSD
Fund name | Fund size | $NBIS weighting |
|---|---|---|
iShares MSCI EMU ESG Screened€SLMA | €1.5B | 0.66% |
iShares MSCI EMU Screened£SMUD | £535M | 0.66% |
iShares MSCI EMU ESG Screened€SLMB | €624M | 0.50% |
iShares MSCI EMU Screened£SAUM | £1.3B | 0.50% |
iShares Core MSCI EMU€CEMU | €6.3B | 0.45% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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