Key Takeaways NBIS will report Q4 results Feb. 12, with the consensus implying a 44-cent loss and $232.2 million in revenue.Nebius is scaling its AI cloud with new platform releases and expanded global data center capacity.NBIS began contributions from Microsoft and Meta contracts in Q4, while facing heavy capex and supply woes.Nebius Group N.V. (NBIS) will report fourth-quarter 2025 results on Feb. 12, before market open.The Zacks Consensus Estimate for the bottom line for the to-be-reported quarter is peg ...

Nebius Group (NASDAQ:NBIS) is one of the worst AI stocks to invest in according to Reddit. On February 2, Freedom Capital initiated coverage of Nebius with a Buy rating and a $108 price target. The firm characterized the company as a vertically integrated cloud platform designed specifically for artificial intelligence workloads. The firm noted that Nebius provides cost-efficient, high-performance computing for AI-native companies and suggested that its ongoing investments in infrastructure and product d ...

Group 1 - The service Beyond the Wall Investing offers significant savings on equity research reports, providing high-quality analysis and insights [1] - Oakoff Investments, leading the investing group Beyond the Wall Investing, focuses on balancing growth and value through proprietary Wall Street information [2] - The group provides a fundamentals-based portfolio, weekly analysis from institutional investors, short-term trade alerts based on technical signals, and community engagement features [2]

Now is a perfect time to increase your holdings in these five genius investments.Although the stock market is near all-time highs, there are plenty of stocks to double up on. These have massive potential to continue thriving over the next few years, and buying them now ensures you have the best potential to participate in their rises.I've got five stocks that look like great buys right now, and I think investors should consider starting or adding to their positions this month. 1. NvidiaNvidia (NVDA 2.84%) h ...

Late December and January have been a pretty busy time for Nebius ( NBIS ). We saw the announcement of Nebius AI Cloud 3.1, and now the company has justI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and challenges behind drug development, which I now b ...

Group 1 - Nebius Group N.V. will release its fourth quarter and full year 2025 financial results on February 12, 2026, before market open, followed by a conference call at 8:00 a.m. Eastern Time [1] - Nebius Group is a technology company focused on building full-stack infrastructure for the global AI industry, headquartered in Amsterdam and listed on Nasdaq [1] - The company's core business includes an AI-native cloud platform designed for intensive AI workloads, providing compute, storage, managed services, and tools for AI model development [1] Group 2 - Nebius will deploy the NVIDIA Vera Rubin NVL72 platform through Nebius AI Cloud and Nebius Token Factory starting in H2 2026, enhancing reasoning and agentic AI capabilities for customers [1] - The latest release of Nebius AI Cloud 3.1 introduces next-generation NVIDIA Blackwell Ultra compute and improved operational capabilities, including transparent capacity management for scaling AI in production [1] - Nebius announced the winners of the 2025 Robotics and Physical AI Awards, aimed at supporting startups in the physical AI sector with $1.5 million in compute credits [1]

Core Insights - The market presents significant growth and value investment opportunities, particularly for stocks expected to perform well in 2026 [1] - A selection of stocks is highlighted as potential strong performers over the next few years [2] Company Summaries Taiwan Semiconductor Manufacturing (TSM) - Taiwan Semiconductor Manufacturing reported outstanding Q4 2025 earnings, with management forecasting nearly 30% revenue growth in 2026 [3] - The company anticipates its AI chip revenue will grow at a compound annual rate of nearly 60% from 2024 to 2029 [3] - Current market cap is $1.7 trillion, with a gross margin of 59.02% and a dividend yield of 0.93% [4][5] The Trade Desk (TTD) - The Trade Desk's stock has decreased by 75% from its all-time high, but it still remains a leading ad platform [6] - The company grew revenue by 18% in Q3, with Wall Street analysts projecting 16% growth for 2026 [8] - The current market cap is $15 billion, with a gross margin of 78.81% [7] Nebius (NBIS) - Nebius operates data centers equipped with advanced GPUs for AI workloads, offering a full-stack setup for clients [9] - Management forecasts significant growth, expecting annual revenue to rise from $551 million to between $7 billion and $9 billion by the end of 2026 [10] - The current market cap is $21 billion, with a gross margin of -1312.43% [10]

Nebius Group N.V. (NASDAQ:NBIS) is one of the most promising cloud stocks according to analysts. On January 20, Nebius Group N.V. (NASDAQ:NBIS) was selected by the Israel Innovation Authority to operate and develop the company’s national supercomputer infrastructure as part of a state initiative supporting AI. The firm won the contract following a competitive process, with the systems already operational and ready to deploy 1,000 Nvidia B200 accelerators. Pony AI (PONY) Gains Wall Street Confidence After ...

Group 1 - Nebius Group N.V. (NASDAQ:NBIS) has experienced significant growth, gaining over 80% in the past 6 months, and is rated as a Strong Buy by 75% of analysts covering the stock [1] - Morgan Stanley initiated coverage with a Market Perform rating and a price target of $126, highlighting the company's strong position to scale its AI infrastructure due to its software platform and diverse customer base [2] - The company also benefits from non-core businesses and equity stakes that enhance its overall value, despite being rated with Market Perform [3] Group 2 - Challenges cited by Morgan Stanley include rising depreciation from a 4-year asset life, which pressures margins and EBIT, and expectations of negative free cash flow due to heavy capital expenditures for AI infrastructure [4] - The firm expressed skepticism regarding Nebius Group N.V.'s ambitious target of $7 billion to $9 billion in annual recurring revenue (ARR) by Q4 2026, suggesting it may be overly optimistic [4] - Nebius Group N.V. is headquartered in Amsterdam and focuses on developing and operating AI cloud infrastructure for training and inference of advanced machine learning models [5]

Group 1 - Nebius Group N.V. (NASDAQ:NBIS) is involved in providing AI-focused infrastructure, including GPU-based cloud platforms and tools for advanced model development [2] - Concerns have been raised regarding the overvaluation of AI stocks, with potential risks if major companies slow down their building efforts, which could significantly impact Nebius [1] - The company is viewed as having potential, but there are other AI stocks that may offer better upside potential and lower downside risk [3] Group 2 - A younger investor may find speculative opportunities in Nebius, while older investors are advised to consider the associated risks [2] - The company could benefit from trends such as Trump-era tariffs and onshoring, indicating potential for undervaluation [3]