Nebius Stock: There Is No AI Bubble To Burst (NASDAQ:NBIS)
Summary
- Nebius Group delivered strong Q2 results, with revenues up 625% year-over-year and EBITDA losses narrowing, signaling successful scaling of its AI business.
- Annual recurring revenue (ARR) guidance was raised to $900Mâ$1.1B, reflecting new high-profile customers and supporting a bullish long-term outlook.
- Despite a high valuation (63.5x TTM EV/Sales), I see significant upside by 2027, with a new base case price target of $86 and a bullish scenario at $108.49.
- While short-term consolidation is possible, I remain bullish as Nebius is well-positioned to capitalize on AI-driven datacenter demand and future hyperscaler contracts.
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Nebius Group (NASDAQ:NBIS) reported Q2 2025 earnings, modestly beating Wall Street estimates on sales. In response to the companyâs updated guidance and EBITDA trajectory, the stock price has surged 22%, hitting my price target. In this report, I discuss the
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Analystâs Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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