Key Stats for Nebius Stock
- Price change for Nebius stock: 19%
- $NBIS Stock Price as of Jul. 20: $183
- 52-Week High: $300
- $NBIS Stock Price Target: $259
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What Happened?
Nebius (NBIS) stock jumped nearly 19% on July 21 after Nvidia disclosed a 9.3% stake in the AI cloud company. The stake comes alongside a planned $2 billion investment meant to deepen collaboration on AI infrastructure, fleet management, and data center design.
For a company built around AI computing power, having Nvidia as both a supplier and a shareholder sends a strong signal about where the chipmaker sees demand heading.
Nebius has grown fast since being carved out of Russian tech firm Yandex following sanctions tied to the Ukraine war. Today it designs and runs its own data centers and servers across Europe and the U.S. Its business has been firing on all cylinders lately.
Group revenue rose to $399 million in Q1, up a massive 684% from a year earlier. The Nebius AI segment alone reached an annualized run rate of $1.9 billion, up more than 50% from the previous quarter.
The company also just landed a major expanded contract with Meta worth up to $27 billion over five years, and it already has a multiyear $17 billion agreement with Microsoft in place.
To keep up with demand, Nebius raised its 2026 capital spending plan to between $20 billion and $25 billion, up from its earlier range.
It’s funding that growth with a strong balance sheet, ending the quarter with $9.3 billion in cash after raising more than $6 billion this year through converts and equity investments, including Nvidia’s earlier $2 billion stake.
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What the Market Is Telling Us About Nebius Stock
The premarket pop in Nebius stock shows investors are reading Nvidia’s move as a vote of confidence, not just a routine investment.
But the picture isn’t entirely one-sided. Nebius shows signs that some financial metrics still lag behind.
Insiders have also sold $141.8 million worth of shares over the past three months, which can raise questions even during a growth story like this one.
Valuation is worth watching too. Nebius stock trades at a trailing P/E of almost 60x, well above its five-year median of 27.81x, and the forward P/E sits at more than 200x.
That gap suggests investors are pricing in a lot of future growth, growth that depends on Nebius continuing to convert its massive contracted pipeline into actual revenue.
For now, the market seems willing to bet on that story, with Nvidia’s backing adding fresh confidence to the case.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
