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 · Software - Application
DelayedExact provider delay not stated
$235.88
▼ -$1.48(-0.62%)4:00 PM ET - vs previous closeQuote as of Sep 30, 2026, 4:00 PM EDT
Regular-session close · Sep 30, 2026, 4:00 PM EDT.
Yahoo Finance · delayed, minutes not stated · as of Sep 30, 2026, 4:00 PM EDT · current source
Last session5%
$235.06L Sep 30 '26$250.48H Sep 30 '26
52-week72%
$73.52L Feb 5 '26$299.86H Jun 22 '26
Long-term rangesAvailable historyHide
Available history(2024-10-21)78%
$14.09L Oct 21 '24$299.86H Jun 22 '26
Available history: 2024-10-21–2026-09-29. This is the supplied data window, not a verified inception date. Range extremes use intraday highs/lows where supplied, otherwise closes. Provider-reported; adjustment basis unspecified. The separate 52-week range uses Yahoo Finance figures; its adjustment basis is unspecified.
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Session market context
- NBISStock · vs previous close
- ↓ -0.62%
- XLKTechnology ETF
- ↑ +0.64%
- QQQNasdaq-100 ETF
- ↑ +0.25%
NBIS underperformed the sector by 1.26 percentage points.
Price comparisons describe market context; they do not establish the cause of a move.
Data freshness
PriceAt closeLast traded
Fundamentalsevery 1 hrProvider checked
Analystevery 12 hrProvider checked
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Company · Profile
About Nebius Group N.V. (NBIS)
Sector, leadership, and how Nebius Group N.V. earns its revenue.
Technology
Company · Profile
About Nebius Group N.V. (NBIS)
Sector, leadership, and how Nebius Group N.V. earns its revenue.
Nebius Group N.V.
NASDAQ · NBIS · NL
Company narrative is editorial context. Narratives and leadership records are excluded from current quality ratings.
- Sector
- Technology
- Industry
- Software - Application
- Headquarters
- Schiphol, Netherlands
- Country
- NL
- Founded
- 2011
- Employees
- 1,543
- CEO
- 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
The source article emphasized large Meta and Microsoft commitments and Nvidia ecosystem support. Those relationships give visibility, but they also raise 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.
Business model & operating evidence
AI business exposure
- Revenue exposure
- AI-specific revenue is not separated in the available company statements.
- Capital-spending dependency
- No reviewed quantitative dependency model is available.
- Compute role
- See the sourced business description; AI labels do not establish compute revenue.
- Platform examples
- An exhaustive, consistently defined product inventory is unavailable.
- Ecosystem links
- Supplier and customer links require reviewed disclosures.
Narrative versus numbers
Demand is expanding
Insufficient evidence: Unavailable
Year-over-year growth in the latest quarter. This is not the fiscal-year revenue change in the snapshot above. · Company financial statements · date unavailable
Growth produces accounting profit
Insufficient evidence: Unavailable
Trailing net margin. A positive figure supports profitability, not cash generation, and it is not the fiscal-year margin above. · Company financial statements · date unavailable
The business generates cash after investment
Insufficient evidence: Unavailable
Latest reported free cash flow. It is not a forecast and it is not the fiscal-year snapshot. · Company financial statements · date unavailable
These are explicit tests of individual claims, not an overall bull/bear rating. Demand growth can coexist with valuation, concentration and financing risk.
Operating measures
Comparable operating figures are unavailable for this company.
Leadership
CEO: Arkady Volozh
Source: Financial Modeling Prep · 2026-10-01T00:03:56.011Z
Ownership filings and insider activityCompetitors & comparisons
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Governance & sustainability
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