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High conviction on NBIS? Try Tradr's NEBX or NBIZNebius Group ( (NBIS) ) has provided an announcement.
On February 9, 2026, Nebius Group N.V. agreed to acquire AlphaAI Technologies Inc., which operates as Tavily, via a merger that will make Tavily a wholly owned subsidiary with operations in Israel and the UAE. The cash-upfront deal, whose value was not disclosed, includes potential performance-based earn-outs payable in cash or Nebius Class A shares and is expected to close in the coming days, subject to customary conditions.
Tavily, a leading agentic search provider with over three million monthly SDK downloads and a developer community exceeding one million users, will add real-time web search infrastructure to Nebius’s AI cloud stack. By integrating Tavily’s agentic search with Nebius’s Token Factory inference service, the company aims to offer a unified platform for building enterprise-grade autonomous agents, strengthening its competitive position in the rapidly expanding agentic AI market and reducing customers’ reliance on multiple vendors.
Tavily’s founder and CEO Rotem Weiss and the broader Tavily team will join Nebius, with the Tavily brand continuing to serve existing Fortune 500 and AI-native customers while leveraging Nebius’s global infrastructure. The deal underscores Nebius’s strategy to capture a projected multibillion-dollar agentic AI opportunity by owning critical infrastructure layers, from high-performance inference to real-time grounding, as enterprises scale deployment of autonomous AI systems.
The most recent analyst rating on (NBIS) stock is a Hold with a $126.00 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.
Nebius Group’s overall stock score is primarily impacted by its financial performance challenges, including declining revenues and weak cash flow management. The technical analysis shows mixed signals, with some bearish momentum. The high P/E ratio indicates overvaluation, further weighing down the score. While the earnings call provided a positive outlook with significant deals, the associated risks and challenges limit the overall score.
To see Spark’s full report on NBIS stock, click here.
More about Nebius Group
Nebius Group N.V., headquartered in Amsterdam and listed on Nasdaq under the ticker NBIS, operates as an AI cloud company focused on providing a full-stack platform for developers and enterprises. Its services span data handling, model training and production deployment, targeting startups, vertical AI companies and large enterprises that are building AI products, autonomous agents and related services worldwide.
Average Trading Volume: 15,894,754
Technical Sentiment Signal: Buy
Current Market Cap: $21.68B
See more data about NBIS stock on TipRanks’ Stock Analysis page.