I Believe in Nebius (NBIS). I’m Just Not Buying the Stock at this Price
I believe in Nebius ($NBIS). I’m just not buying it at this price. Nebius is seeing its bull case get increasingly stronger, but the valuation is getting scary for those…
Fiscal Year: January - December
Nebius Group N.V. (NBIS), listed on the NASDAQ, has a market capitalization of $67.44B. As of Jun 04, 2026, the stock is trading at $263.40 per share@else an unavailable price , offering investors a clear view of its current market value. Nebius Group N.V. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 82.29, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Nebius Group N.V. also offers a dividend yield of N/A , making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Nebius Group N.V. (NBIS) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Nebius Group N.V. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Nebius Group N.V., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Nebius Group N.V. is N/A , offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Nebius Group N.V. (NBIS) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Nebius Group N.V. (NBIS) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Nebius Group N.V. (NBIS) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Nebius Group N.V.. To access the full SS Score, consider upgrading your subscription.
Nebius Group N.V. is a significant player in the industry sector, with a market capitalization of $67.44B and a competitive P/E ratio of 82.29. Investors should compare these metrics with industry peers to gauge whether Nebius Group N.V. is outperforming or underperforming within its sector.
I believe in Nebius ($NBIS). I’m just not buying it at this price. Nebius is seeing its bull case get increasingly stronger, but the valuation is getting scary for those…
BNP Paribas initiated coverage of Nebius (NBIS) with a Neutral rating and $255 price target
Nebius stock was up on Monday as part of an ongoing rally amid an AI stock boom.
AMSTERDAM--(BUSINESS WIRE)--Nebius (NASDAQ: NBIS), the AI cloud company, today announced that Roman Chernin, co-founder and Chief Business Officer, will take part in a fireside chat at the BofA Securi...
Shares of Nebius Group (NBIS) climbed sharply on Thursday after a fund run by former OpenAI employee Leopold Aschenbrenner disclosed a sizable stake in the AI infrastructure company. The disclosure ad...
AI infrastructure firm Nebius Group's shares climbed over 10% in premarket trading on Thursday, after Situational Awareness, a fund run by a former OpenAI employee named Leopold Aschenbrenner, beca...
Nebius’s ($NBIS) shares rallied over 10% in Thursday’s pre-market session after Situational Awareness, a hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, disclosed a 5.6% or about...
Nebius popped in premarket trading after a former OpenAI employee's fund disclosed a sizeable stake in the firm. Situational Awareness now owns over 12 million Class A shares in the AI cloud provider.
Nebius stock was rising on the disclosure of a significant investment in the neocloud by a prominent artificial-intelligence bull.
Situational Awareness LP disclosed a 5.6% stake in Nebius (NBIS), which represents over 12.4M shares. The filing does not allow for activism. Shares are up 12.3% afterhours at $234.35. Published…
Nebius Group stock price has soared this year and is now hovering near its all-time high. NBIS was trading at $214 after soaring by 192% from its lowest point in February.
Nebius Group ($NBIS) stock has already delivered an extraordinary rally over the past 12 months, but I don’t think the bull case is exhausted yet. As demand for artificial intelligence…
AI infrastructure is becoming one of the most competitive areas in tech, driven by fast growth in generative AI, large model training, and demand for GPU cloud computing. CoreWeave ($CRWV)…
Neocloud companies are reporting some of the best financial results this year as the artificial intelligence boom accelerates. Despite this, Wall Street traders are betting against some of the top nam...
Nebius Group is turning to fuel-cell maker Bloom Energy for ‘behind-the-meter' power at its data centers.
Shares in AI cloud companies CoreWeave ($CRWV), Nebius ($NBIS), and Iren Limited ($IREN) are up in Thursday’s pre-market session after chipmaking giant Nvidia ($NVDA) delivered another solid earnings ...
Nebius (NBIS) and Bloom Energy (BE) announced an agreement to deploy Bloom’s fuel cell technology to help power Nebius’s AI infrastructure build-out. Bloom’s fuel cell systems will provide behind-the-...
AMSTERDAM--(BUSINESS WIRE)--Nebius (NASDAQ: NBIS), the AI cloud company, and Bloom Energy today announced an agreement to deploy Bloom's fuel cell technology to help power Nebius's AI infrastructure b...
AI infrastructure provider Nebius Inc. ($NBIS) has taken a major step to secure long‑term power for its growing network of AI data centers. According to the SEC filing, the company…
In a regulatory filing, Nebius (NBIS) disclosed on May 14, Nebius Inc., a wholly owned subsidiary of the company, entered into a Master Fuel Cell Capacity Agreement and related system…
It's not just Nvidia (NVDA) that's expected to move after earnings. Kevin Hincks tells investors to pay attention to the greater AI trade for other movers, from data center stocks like CoreWeave (CRWV...
Investment bank D.A. Davidson has taken a neutral stance on Nebius Group ($NBIS) and CoreWeave ($CRWV), two of the most closely watched AI infrastructure names, even as it still sees…
With AI cloud competition heating up, this company that used to own Russia's biggest search engine is making its case.
The most significant indicator in Nebius's (NBIS) recent activity is not the quarterly revenue exceeding expectations, but the essential change in the company's risk profile. While the market highligh...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2026 | -18.95B | Analyst x3 | |
| 2027 | -20.38B | 7.50% | Analyst x4 |
| 2028 | -17.08B | -16.15% | Analyst x3 |
| 2029 | -14.38B | -15.80% | Analyst x3 |
| 2030 | -8.10B | -43.70% | Analyst x3 |
| 2031 | -9.28B | 14.64% | Est @14.6% |
| 2032 | -10.31B | 11.05% | Est @11.0% |
| 2033 | -11.19B | 8.53% | Est @8.5% |
| 2034 | -11.90B | 6.31% | Est @6.3% |
| 2035 | -12.51B | 5.17% | Est @5.2% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2024A | -561.90M | 1.00 | -561.90M |
| 2025A | -3.68B | 1.00 | -3.68B |
| 2026E | -18.95B | 1.09 | -17.36B |
| 2027E | -20.38B | 1.19 | -17.09B |
| 2028E | -17.08B | 1.30 | -13.12B |
| 2029E | -14.38B | 1.42 | -10.12B |
| 2030E | -8.10B | 1.55 | -5.22B |
| 2031E | -9.28B | 1.69 | -5.48B |
| 2032E | -10.31B | 1.85 | -5.57B |
| 2033E | -11.19B | 2.02 | -5.54B |
| 2034E | -11.90B | 2.21 | -5.39B |
| 2035E | -12.51B | 2.41 | -5.19B |
| Terminal | -191.77B | 2.41 | -79.63B |
The information given by Studying Stocks and provided in the web and/or mobile applications (Platforms) is only factual information and should not be considered financial advice.
Any information contained in this website has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice.
When creating an account, you acknowledge that you are:
We retain the right to cancel your account for any reason, or refuse your account creation request.
The information on our Platforms is not comprehensive and is intended to provide a summary of the subject matter covered. While we use all reasonable attempts to ensure the accuracy and completeness of the data and information on our Platforms, to the extent permitted by law, we make no warranty regarding the information on these Platforms. You should monitor any changes to the information contained on these Platforms.
Furthermore we make no commitments in regards to the minimum amount of uptime that our platforms will maintain, although we will make ever reasonable attempt to ensure that the platforms are operational. Therefore, any reference of "latest", "current" and related words about the financial data presented here may not be up to date with the financial markets or represent reality of the information.
We are not liable to you or anyone else if interference with or damage to your computer systems occurs in connection with the use of these Platforms or a linked website. You must take your own precautions to ensure that whatever you select for your use from our Platforms is free of viruses or anything else (such as worms or Trojan horses) that may interfere with or damage the operations of your computer systems.
We may, from time to time and without notice, change or add to the Platforms (including the Terms) or the information, products or services described in it. However, we do not undertake to keep the Platforms updated. We are not liable to you or anyone else if errors occur in the information or the Platforms is not up-to-date.
Our Platforms may contain links to websites operated by third parties. Those links are provided for convenience and may not remain current or be maintained. Unless expressly stated otherwise, we do not endorse and are not responsible for the content on those linked websites and have no control over or rights in those linked websites.
These Platforms are for your personal, non-commercial use only. You may not modify, copy, distribute, transmit, display, perform, reproduce, publish, license, commercially exploit, create derivative works from, transfer, or sell any Content, software, products or services contained within these Platforms. You may not use these Platforms, or any of its Content, to further any commercial purpose, including any advertising or advertising revenue generation activity on your own website.
You must not do any act that we would deem to be inappropriate, is unlawful or is prohibited by any laws applicable to these Platforms, including but not limited to:
If we allow you to post any information to our Platforms, we have the right to take down this information at our sole discretion and without notice.
To the maximum extent permitted by law, we make no warranties or representations about these Platforms or the Content, including but not limited to warranties or representations that they will be complete, accurate or up-to-date, that access will be uninterrupted or error-free or free from viruses, or that these Platforms will be secure.
We reserve the right to restrict, suspend or terminate without notice your access to these Platforms, any Content, or any feature of these Platforms at any time without notice and we will not be responsible for any loss, cost, damage or liability that may arise as a result.
To the maximum extent permitted by law, in no event shall we be liable for any direct and indirect loss, damage or expense – irrespective of the manner in which it occurs – which may be suffered due to your use of our Platforms and/or the information or materials contained on it, or as a result of the inaccessibility of these Platforms and/or the fact that certain information or materials contained on it are incorrect, incomplete or not up-to-date.
This website utilises cookies. If you do not have cookies enabled in your web browser some functions of the site may not work as intended.