Nebius Group N.V. (NBIS)

Communications · NMS

$235.88-0.62% today

Price as at 1 Oct 2026, 06:31 UTC. Quotes are delayed.

Fundamentals

Market cap$47.67B
P/E ratio72.5
Revenue growth (YoY)+683.9%
Profit margin93.1%
Return on equity14.1%
52-week range$73.52 to $299.86

Valuation and ratings

Fair value estimate$99.71
Upside to fair value-57.7%
Analyst target (mean)$258.13
Analyst range$120.00 to $410.00
Analysts with price targets15
Consensus viewbuy
Moat score77/100
Overall rating40/100, low quality

Fair value: $99.71 (-57.7%), see how we got there

Nebius Group N.V. trades at $235.88, which is 58% above the $99.71 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.

Our moat model scores it 77 out of 100, which is a wide moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.

It changes hands at 72.5 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.

NBIS earnings and analyst estimates

EPS estimate, next year-$4.87
Expected EPS growth-127.8%
Expected revenue growth+237.9%

Recommendation mix, 17 published ratings

11 buy5 hold1 sell

Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.

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.

Industry: Internet Content & InformationEmployees: 1,543HQ: Netherlands

Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.

NBIS passes 4 of our 30 screens today

Each screen prints the exact criteria it used, and the circumstances in which it is wrong.

Politician trades in NBIS

Trades in NBIS disclosed by members of Congress and executive-branch officials, latest first:

  • Alan Armstrong · SenateBuy · $1,001 - $15,000 · traded 30 Mar 2026 · disclosed 21 Jul 2026

A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.

NBIS peers

The largest companies in the same industry (Internet Content & Information), then in the same sector.

Every communications company we cover is on the Communications hub.

Common questions

Is Nebius Group N.V. (NBIS) undervalued?

Against our fair value estimate of $99.71, NBIS at $235.88 is 58% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.

What is NBIS's P/E ratio?

NBIS trades at 72.5 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.

Where does SteadyShares get its NBIS data?

Fundamentals for NBIS come from company filings and exchange data, as listed on NMS; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 06:31 UTC and is delayed. Our data quality score for this company is 92/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.

The full research page for NBIS, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.

Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.