$NBIS: A Monster Quarter Meets a Confused Market

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Nebius Group N.V. $NBIS ( ▲ 7.46% ) recently delivered one of the most staggering quarters in the entire AI infrastructure landscape with revenue nearly quadrupling year-over-year. The headline numbers briefly rattled investors, with a mild revenue miss triggering a pullback that pushed the stock below $100.

But a closer look makes the sell-off feel more like a misunderstanding than a justified reset. Management has guided toward a $7–$9 billion in ARR by the end of next year, with capacity almost fully pre-sold.

Hyperscaler demand continues to explode, and Nebius is increasingly becoming the name that enterprises can’t ignore. Let’s take a deeper look.

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