Core Viewpoint - Investors are showing increased interest in Nebius Group (NBIS) stock following Nvidia's announcement of owning a stake in the AI company [1] Group 1 - Nebius Group's stock price experienced a decline of 9.07% [1] - Nvidia's stock price also saw a decrease of 3.09% [1] - The stock prices referenced were from the afternoon of February 21, 2025, with the video discussing this published on February 23, 2025 [1]

Core Insights - The article discusses the investment positions of The Motley Fool, specifically highlighting its recommendations for Nebius Group and Nvidia [1] Company Positions - The Motley Fool has positions in Nebius Group and Nvidia, indicating a positive outlook on these companies [1] - Parkev Tatevosian, an affiliate of The Motley Fool, may receive compensation for promoting its services, which could influence his opinions [1]

Core Insights - Nvidia has exited its position in SoundHound AI and taken a stake in Nebius Group, a data center stock [2] - Nebius is playing a critical role in the AI revolution and its current valuation appears reasonable [3] Company Background - Nebius was spun off from Yandex, a Russian internet conglomerate, following sanctions imposed by the U.S. and E.U. after Russia's invasion of Ukraine [4] - Nebius raised $700 million in an equity financing round shortly after its Nasdaq debut, with Nvidia participating in this round [5] Strategic Developments - Nebius is investing $1 billion in AI infrastructure across Finland and France, constructing data centers equipped with Nvidia's Hopper and Blackwell GPUs [7] - The company is also expanding its presence in the U.S. with a new data center in Kansas City featuring more Blackwell GPUs [7] Market Position and Valuation - Nebius expects its annual recurring revenue (ARR) to reach at least $220 million by the end of the first quarter, with a long-term goal of $750 million to $1 billion by December [9] - Comparatively, Nebius could be valued between $13.1 billion and $17.5 billion based on a price-to-sales multiple derived from CoreWeave's rumored valuation, while its current market capitalization stands at $10.9 billion [10][11]

Core Viewpoint - The announcement of DeepSeek's R1 large language model costing only $6 million has raised questions about the true costs of AI infrastructure development, impacting investor sentiment towards large tech stocks, while major companies continue to plan significant capital expenditures for AI growth in 2025 [1][2][8] Group 1: Company Developments - Nebius Group, emerging from the restructuring of Yandex, has seen a 67% gain year-to-date and is now focused on AI infrastructure and related businesses [3][4] - Nebius reported a significant revenue increase from $11.4 million in Q1 to approximately $38 million in Q4, with a full-year revenue of $117.5 million for 2024, and aims for a $1 billion annual revenue run rate by the end of 2025 [5] - The company ended Q4 with $2.45 billion in cash and negligible debt, representing over 25% of its total market cap of $9.3 billion [5] Group 2: Investment Insights - Nvidia participated in a $700 million funding round for Nebius and holds over 1 million shares valued at about $33 million, indicating confidence in Nebius's growth potential [6] - Major tech companies, including Microsoft, Meta, Amazon, and Alphabet, plan to spend at least $300 billion on AI capital expenditures in 2025, supporting the ongoing growth of the AI sector [7] - Nebius's Avride business focuses on autonomous driving technologies, and the company's valuation appears reasonable with a forward enterprise value-to-sales ratio of less than 7 if it meets its revenue targets [12]

Company Overview - Nebius Group N.V. is an "AI infrastructure" firm based in Amsterdam, operating nearly a dozen hubs that include data centers, customer-facing facilities, and engineering hubs [1]

Nebius is an Nvidia-backed cloud company.In this video, I will cover Nebius Group's (NBIS -5.76%) recent earnings report and comments from management during the call. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Feb. 19, 2025. The video was published on Feb. 20, 2025. ...

Group 1 - The company Nebius Group N.V. (NASDAQ: NBIS) has been issued a buy rating in the high teens by the investment service [1] - The article suggests that investors should consider purchasing shares of Nebius Group N.V. [1] - The investment service emphasizes a blended trading and income approach to enhance savings and retirement timelines [1] Group 2 - The investment service offers a money-back guarantee for new users, indicating confidence in their investment ideas [2] - The team behind the service claims to have a proven track record and provides high conviction investment ideas [2]

Nebius Group N.V. (NASDAQ:NBIS) Q4 2024 Earnings Conference Call February 20, 2025 8:00 AM ET Company Participants Neil Doshi - Head of IR Arkady Volozh - Founder and CEO Tom Blackwell - CCO Andrey Korolenko - Chief Product & Infrastructure Officer Roman Chernin - CBO Neil Doshi Hello, and welcome to Nebius Group's Fourth Quarter and Full Year 2024 Earnings Conference Call. My name is Neil Doshi, Head of Investor Relations. Joining me today to discuss our results are Arkady Volozh, Founder and CEO, and the ...

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.I was lucky enough to initiate my coverage of Nebius Group N.V. ( NBIS ) stock right after DeepSeek's ( DEEPSEEK ) release that wiped out hundreds of billions of dollars in market caps of virtuallyHe leads the investing group Beyond the Wall Investin ...

Nebius Group N.V. (NBIS) is scheduled to release fourth-quarter 2024 results on Feb. 20.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.For the to-be-reported quarter, the Zacks Consensus Estimate for revenues is pegged at $58.1 million, implying a year-over-year decrease of 97.9% from the year-ago quarter’s reported figure.The consensus mark for fourth-quarter 2024 earnings is pegged at a loss of 22 cents per share, unchanged over the past 30 days. NBIS reported earnings of 34 cents ...