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Nebius Group ( (NBIS) ) just unveiled an announcement.
On September 8, 2025, Nebius Group announced a significant commercial agreement with Microsoft to provide dedicated GPU infrastructure capacity from its new data center in Vineland, New Jersey, over a five-year period. The deal, valued at up to $19.4 billion, is expected to accelerate Nebius’s AI cloud business growth in 2026 and beyond, with financing for capital expenditure coming from the agreement’s cash flow and potential debt issuance. This strategic partnership underscores Nebius’s position in the AI industry and its commitment to expanding its market presence.
The most recent analyst rating on (NBIS) stock is a Hold with a $70.00 price target. To see the full list of analyst forecasts on Nebius Group stock, see the NBIS Stock Forecast page.
Spark’s Take on NBIS Stock
According to Spark, TipRanks’ AI Analyst, NBIS is a Neutral.
The overall stock score is primarily influenced by financial performance challenges, including declining revenues and weak cash flow management. Despite strong technical indicators and positive earnings call highlights, the high P/E ratio and absence of a dividend yield weigh on the valuation. The company’s strategic growth plans and partnerships provide optimism, but financial health concerns remain significant.
To see Spark’s full report on NBIS stock, click here.
More about Nebius Group
Nebius Group N.V. is a technology company specializing in AI infrastructure, headquartered in Amsterdam and listed on Nasdaq. The company provides a full-stack AI-native cloud platform designed for intensive AI workloads, offering compute, storage, managed services, and tools for AI builders. Nebius also has additional businesses in autonomous driving technology and edtech, and holds equity stakes in companies like ClickHouse and Toloka.
Average Trading Volume: 12,465,566
Technical Sentiment Signal: Buy
Current Market Cap: $15.6B
Find detailed analytics on NBIS stock on TipRanks’ Stock Analysis page.