Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
0
institutions
Market cap
$61.0B
254M shares
52-week range
$43.89 – $299.86
85% from low
Exchange
NASDAQ
CS
Borrow rate
0.83%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.83B | $2.83B | $2.95B | $4.76B | $13.5M | $20.9M | $117.5M | $529.8M |
| Cost of revenue | $515.1M | $898.8M | $1.16B | $2.32B | $28.4M | $31.9M | $73.4M | $166.2M |
| Gross profit | $1.32B | $1.93B | $1.79B | $2.43B | −$14.9M | −$11.0M | $44.1M | $363.6M |
| Gross margin | 71.9% | 68.2% | 60.7% | 51.2% | -110.4% | -52.6% | 37.5% | 68.6% |
| R&D | $324.0M | $470.6M | $490.4M | $647.5M | $58.3M | $112.3M | $129.7M | $177.3M |
| Operating income | $299.1M | $395.7M | $211.5M | −$177.4M | −$158.0M | −$327.5M | −$440.7M | −$596.2M |
| EBITDA | $461.6M | $622.9M | $424.5M | $240.8M | −$103.4M | −$310.1M | −$316.7M | $494.8M |
| Net income | $659.9M | $204.5M | $333.5M | −$196.0M | $745.6M | $241.3M | −$641.4M | $101.7M |
| Net margin | 36.0% | 7.2% | 11.3% | -4.1% | 5523.0% | 1154.5% | -545.9% | 19.2% |
| EPS (diluted) | 2.02 | 0.63 | 0.94 | -0.54 | 1.81 | 0.65 | -2.28 | 0.11 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $3.5B | $-2.11 | $-3.92–$-0.23 | 6 |
| 2027 | $11.6B | $-1.34 | $-22.37–$21.91 | 6 |
| 2028 | $21.3B | $1.19 | $0.83–$1.74 | 3 |
| 2029 | $37.0B | $2.38 | $1.66–$3.49 | 4 |
Forward consensus · source: Financial Modeling Prep
Nebius is a vertically integrated cloud provider focusing on AI and high-performance computing. It is a carve-out of the previous Russian tech firm Yandex, following the Russian sanctions since the Ukraine-Russia war. Nebius designs and operates its own data centers and servers across Europe and the US, with a total capacity of several hundred megawatts. In September 2025, Microsoft became a major Nebius client under a multiyear $17 billion revenue agreement to provide computing capacity.
www.group.nebius.comNo one on the platform currently holds NBIS.
No tracked institution reports a position in NBIS as of their last filing.
No one on the platform has traded NBIS yet.
| $33.6B |
| — |
| TEFTelefónica, S.A. | $3.81 | -0.91% | $21.5B | — |
| TMETencent Music Entertainment Group | $8.45 | +0.72% | $13.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
$NBIS after nailing the top and getting a 16% retrace , might be ready for a technical bounce here. Top watch into EOM.
View on StockTwits ↗$DRAM $MU $MRVL $SNDK $NBIS Stay the course unless you got ants in your pants. https://finance.yahoo.com/markets/stocks/articles/case-staying-invested-even-market-183500027.html
View on StockTwits ↗$NBIS LEOPOLD like these morons looking at my holding from 03.31.26. Tk goodness for retail Baggies as he has dumped to yall. Tks for playing.
View on StockTwits ↗$NBIS huge head n shoulders. Point n figure with neckline broken is $120 by end of week like a magnet. And kicked out of the indices so 130 million shares to be forcibly sold. No marginal buyer. Will cover my short maybe $130
View on StockTwits ↗$NBIS Renting GPU is a low margin business. They needed money and they did in the past one year. They themselves are turning to AI hyperscaler. Why rent . Use the same GPU for enterprise AI . GPU rentals margin 25-30% Enterprise AI (GPU plus Software) 45 to 50% margin I prefer later .
View on StockTwits ↗$NBIS This is fantastic news for Nebuis. Meta has to buy more capacity at Nebius. 400 dollar eoy!
View on StockTwits ↗Institutions remain bullish on the AI Data Centre play, even after last week’s drawdown. $IREN $CIFR $NBIS $WULF Mark Gibbens (Gibbens Capital): “The buildout of the AI data centres is not going to stop anytime soon. That’s obviously a place you need exposure into.” He re-emphasized: “The core part of your portfolio should be AI.” Don’t let temporary price action shake you out of your high-conviction plays. Institutions are buying the dip. Don’t sell your shares to them.
View on StockTwits ↗$IREN I am long IREN a small percentage of my portfolio, and a bit larger percentage $NBIS. In the attached video, Endicott discusses positive NBIS developments up to 12:24. He then launches into a critique of IREN management for presumably wasting shareholder capital on a dubious and expensive advertising contract with a basketball team. His critique feels valid to me, and I wonder what others' views here are about this? https://youtu.be/0F09wLazJaM?is=TAvOoKjxpl7ye34s
View on StockTwits ↗$NBIS Another one missed the train. Poor guy, crying in the corner. I’m in Nebius since december 2024 and hear this all the time. It’s meaningless…
View on StockTwits ↗Here are the current 2030 revenue estimates for companies capitalizing on compute capacity as the AI overflow layer • $CRWV ~$66.9B revenue w/ 68% EBITDA margins • $NBIS ~$39.7B revenue w/ 90% EBITDA margins • $IREN ~$10.9B revenue w/ 74% EBITDA margins • $WULF ~$4.3B revenue w/ 70% EBITDA margins The revenue and margin projections for CRWV and NBIS are incredible. The market is essentially betting that the global AI compute shortage will persist for years. IREN and WULF look like higher-beta beneficiaries that could generate outsized returns if AI demand keeps accelerating. But remember: these are forecasts, not guarantees. Execution, financing costs, power availability, and customer demand can dramatically change the outcome. Over the next 5 years, I believe the biggest winners could come from: 1️⃣ Compute platforms (CRWV, NBIS) 2️⃣ Power and data center infrastructure 3️⃣ The broader AI infrastructure ecosystem If you could only own ONE of these companies until 2030, which would you pick: CRWV, NBIS, IREN, or WULF—and why?
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.