All articles tagged with #nbis
Nebius Group’s shares slid about 10% after the company unveiled a $3.75 billion bond offering to fund its AI-infrastructure expansion and data-center buildout, highlighting the heavy capital needs of competing in AI despite recent deals with Meta and Nvidia.
Nebius Group (NBIS) plans a $3.75 billion convertible senior notes offering to fund AI cloud and data center expansion, split into $2 billion due 2031 and $1.75 billion due 2033, with shares down in premarket trading.
Iren Limited rose about 9% after Nvidia-backed Nebius (NBIS) agreed to a $2 billion investment, boosting confidence in neo-cloud AI infrastructure. Nvidia’s deal supports Nebius and comes as Iren plans to buy up to 50,000 Nvidia GPUs to reach roughly 150,000 GPUs overall. Analysts see potential upside (about 93%) with a Moderate Buy consensus and a $79.78 target, though cash‑flow concerns from heavy AI infrastructure spending remain a caveat.
Nebius Group's NBIS stock jumped about 9% after a Q4 that showed revenue near $227.7M (missed estimates) and wider losses as it expanded data-center capacity. Management said AI demand remains strong and outlined a plan to reach 0.8–1 gigawatt of connected capacity by 2026, with ARR around $1.25B and a positive adjusted EBITDA, but elevated costs keep profitability distant. TipRanks Crowd Wisdom, however, shows retail investors cautious despite a Street Strong Buy consensus with an average target of about $150.83 (~68% upside).
Nebius stock (NBIS) has fallen significantly despite a $3 billion deal with Meta, but top analysts consider it a buying opportunity.
Jim Cramer discussed Nebius Group (NBIS), highlighting its recent partnership with Uber and a significant lockup expiration on October 26, warning investors to be cautious despite the stock's 247% year-to-date gain, and noting the company's ongoing losses despite contracts and Microsoft relationships.
The article discusses the most attractive data center stocks, highlighting related stocks such as SMCI, NBIS, CRDO, DBRG, and APLD, along with some of the most active stocks like NVDA, BA, NIO, SOFI, and LCID.