Nebius Group N.V. ($NBIS) Stock: Riding the AI Infrastructure Boom to Explosive Growth

AI infrastructure demand isn’t slowing down—and Nebius Group N.V. ($NBIS) is cashing in. The stock’s surge mirrors the insatiable hunger for next-gen compute power, with no signs of a pullback.

Why $NBIS Stands Out

While legacy tech scrambles to adapt, Nebius’s infrastructure-first approach positions it as a pure-play beneficiary. No fluffy AI narratives here—just hardware, hyperscale, and hard revenue growth.

The Cynical Take

Wall Street’s latest ‘AI darling’ might be overbought, but try telling that to the algos. When the music stops, someone’s left holding the bag—just don’t let it be you.

TLDR

• Nebius stock traded at $71.67 on August 18, 2025, up 0.07% in intraday trading.
• Q2 2025 revenue reached $105.10M, up 625% year-over-year.
• Net income spiked to $502.5M, showing strong operational leverage.
• Toloka subsidiary secured $72M funding led by Jeff Bezos’s firm.
• YTD returns stand at 158.74%, crushing the S&P 500’s 9.64%.

Nebius Group N.V. (NASDAQ: NBIS) stock traded at $71.67 as of 3:12 PM EDT on August 18, 2025, marking a 0.07% intraday gain.

Nebius Group N.V. (NBIS)

The stock has delivered staggering performance over the past year, reflecting its rapid rise as a leader in AI infrastructure.

The company is disrupting the market with GPU-as-a-service and a sovereign AI focus, positioning itself as a serious rival to entrenched cloud providers. Investors are taking note of Nebius’s strengthening of both its fundamentals and technical outlook.

Catalysts Behind the Growth

A key driver of momentum is the company’s AI subsidiary, Toloka, which secured $72 million in funding during May 2025. The round, led by Bezos Expeditions, underscores growing institutional confidence in Nebius’s role in powering AI model training.

Nebius has also been chipping away at CoreWeave’s market share, offering faster GPU deployment and flexible API integration. Analysts have praised the platform’s developer-first design, making it attractive to startups and enterprise clients building AI solutions.

Geopolitical factors are also working in Nebius’s favor. With governments worldwide pursuing digital sovereignty, Nebius has become a go-to provider in Europe and Asia, offering localized AI infrastructure that aligns with regulatory preferences.

Financial Strength and Guidance

Nebius’s financial results highlight its accelerating trajectory. In Q2 2025, revenue surged 625% year-over-year to $105.10 million. The company also reported positive Adjusted EBITDA, proving its model is not only scalable but also profitable at an early stage.

Net income reached $502.5 million in Q2, marking a dramatic turnaround from past volatility. Management raised its annual run-rate revenue (ARR) guidance to a range of $900 million to $1.1 billion, signaling confidence in sustained demand.

The company is also investing heavily in infrastructure, with plans to secure over 1 gigawatt of power capacity by 2026. This forward-looking strategy ensures Nebius can meet rising compute needs from hyperscale and sovereign AI projects.

Performance Overview

Trailing returns as of August 18, 2025, show just how far Nebius has outpaced broader markets:

• YTD Return: NBIS +158.74% vs. S&P 500 +9.64%
• 1-Year Return: NBIS +401.54% vs. S&P 500 +16.10%
• 3-Year Return: NBIS +401.54% vs. S&P 500 +50.53%
• 5-Year Return: NBIS +401.54% vs. S&P 500 +90.23%

This level of outperformance highlights both investor confidence and the company’s ability to execute at scale.

Conclusion: Nebius Turns Into a Cloud Giant Challenger

Nebius has evolved from a niche player into a credible challenger to AWS, Azure, and CoreWeave. Backed by soaring demand, strong profitability, and a sovereign AI edge, the company is building both the financial and infrastructure base to compete globally. With stock momentum accelerating and returns dwarfing market benchmarks, Nebius stands out as one of the most compelling growth stories in AI infrastructure today.