Nebius is an AI infrastructure company built from the non-Russian Yandex assets. The investment case centers on GPU cloud capacity, data-center execution, and whether hyperscaler demand can justify a capital-heavy buildout.

Nebius Group N.V. (NBIS) Stock Price & Market Analysis
NBIS · NASDAQ · Technology
$115.88
▼ -$12.76(-9.92%)4:00 PM ET - vs previous closeQuote as of Nov 13, 2026, 4:00 PM EST
Regular-session close · Nov 13, 2026, 4:00 PM EST.
Long-term rangesAvailable historyHide
Historical range: 2024-10-21–2026-11-13. Earlier trading may not be included.
Loading price chart…
Data dates
PriceAt closeLast traded
FundamentalsLast checked
AnalystLast checked
NewsLatest item
What matters next
Next important events
- Feb 11, 2027Next earnings (est.)Estimated
Countdown
88 days out
Company · ProfileAbout Nebius Group N.V. (NBIS)Sector, leadership, and how Nebius Group N.V. earns its revenue.Communication Services
Nebius Group N.V.
NASDAQ · NBIS · NL
Company overview.
- Sector
- Communication Services
- Industry
- Technology
- Headquarters
- Schiphol, Netherlands
- Country
- NL
- Founded
- 2011
- Employees
- 1,543
- CEO
- Mr. Arkady Volozh
- Exchange
- NASDAQ
How Nebius Group N.V. makes money
Origin story
From Yandex separation to AI cloud
Nebius emerged after Yandex sold its Russian assets and kept the international AI cloud, data-labeling, education, and autonomous-technology businesses. That reset is central to understanding the stock.
Core business
GPU cloud built for AI workloads
The company sells AI-optimized compute capacity rather than generic cloud hosting, with the thesis tied to data-center scale, GPU availability, networking, and software tooling for model builders.
Contract lens
Hyperscaler demand is the proof point
Meta and Microsoft commitments and NVIDIA ecosystem support offer visibility into potential demand, while raising execution and customer-concentration questions.
Main risk
Growth is capital intensive
Nebius has to finance and deliver huge capacity additions before the market can know whether today demand converts into durable free cash flow.
Key takeaways for NBIS
NBIS is best understood as an AI infrastructure capacity story, not a traditional software multiple story.
The strongest bull argument is contract visibility from hyperscalers and AI builders that need nontraditional GPU cloud capacity.
The main bear argument is that debt, capex, and customer concentration can overwhelm headline revenue growth if utilization or pricing weakens.
Competitors & comparisonsCompare industry peers, reporting periods and related funds. Business mix and valuation bases may differ.
Valuation & fund comparisonsExplore dated peer valuations, growth comparisons and related funds.
Governance & sustainability
Market closed
Regular hours: 9:30 AM–4:00 PM America/New_York
Next open: 2026-11-16 · 9:30 AM America/New_York
Exchange calendar includes scheduled holidays and early closes. Extended-session prices appear separately only when supplied by the quote source.
Shortcuts
With research tools focused: / search · W watchlist · C compare · F financials · E earnings · N news · T technicals · Esc close