NBIS — Nebius Group N.V.
Communication Services · Internet Content & Information
About Nebius Group N.V.
Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally. It offers Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. The company also provides TripleTen, an edtech platform for re-skilling individuals for careers in technolgy; and Avride, which develops autonomous driving technology for self-driving cars and delivery robotics. It has a strategic alliance with NVIDIA Corporation to support the expansion of the company's AI cloud infrastructure. The company was formerly known as Yandex N.V. and changed its name to Nebius Group N.V. in August 2024. Nebius Group N.V. was founded in 1989 and is based in Schiphol, the Netherlands.
The AI software & cloud infrastructure industry
These companies provide the cloud platforms, model-serving, databases and infrastructure software that AI applications run on. Revenue is increasingly tied to AI workloads and consumption-based cloud spending. The economics favor scale and switching costs, but the group carries high expectations and heavy capital spending on data centers, and faces questions about how quickly AI usage converts into durable profit. Nebius builds AI-focused cloud and GPU infrastructure across Europe and the US, competing for the same AI-compute demand as the neoclouds.
Key data · delayed ~15 min, as of 15 July 2026
| Ticker | NBIS |
| Company | Nebius Group N.V. |
| Price | $187.81 |
| Market cap | $47.7B |
| Sector / industry | Communication Services / Internet Content & Information |
| Analyst mean target | $244 (14 analysts, buy) |
Valuation read
What the price implies: the market is pricing in roughly ~52%/yr earnings growth (punchy), on a reverse-DCF of forward earnings ($0.36). Run your own assumptions in the fair-value calculator.
Chart
Related AI names
See the full picture on the AI stocks bubble map, gauge froth with the AI bubble-risk index, or read AI vs the dot-com bubble.
Create a free Santro AI account to run unlimited valuations, save NBIS to a watchlist, and keep your history.
Create a free account →Market data is delayed ~15 minutes and provided for education, not as financial advice. "Hot" means attention, not direction.