Nebius Group N.V. (NASDAQ:NBIS) shares are up during Wednesday’s premarket session following a strategic partnership announcement with Nvidia Corporation (NASDAQ:NVDA).
Nvidia will invest $2 billion in Nebius, reflecting Nvidia’s confidence in Nebius’s business and unique depth of engineering expertise across the full AI technology stack.
The collaboration aims to develop and deploy next-generation AI cloud solutions. The announcement lifted investor sentiment even as broader markets edged lower.
This partnership expands on Nebius’s ongoing deployment of Nvidia infrastructure across its global platform. That footprint already includes multiple gigawatt-scale AI factories in the United States.
Nebius aims to deploy more than 5 gigawatts of capacity by the end of 2030. To support that goal, Nvidia will help Nebius adopt the latest generation of its accelerated computing platform early.
“Nebius has been built for AI since day one — not adapted from a general-purpose cloud, but designed for what developers actually need,” said Arkady Volozh, CEO of Nebius.
“Now with Nvidia, we are extending that throughout the stack — from gigawatt-scale AI factories to inference and software — as we build one of the first and largest clouds for all AI builders everywhere.”
NBIS Technical Analysis
The stock is currently trading 9.6% above its 20-day simple moving average (SMA) and 8.1% above its 100-day SMA, demonstrating longer-term strength. Shares have increased 278.90% over the past 12 months and are currently positioned closer to their 52-week highs than lows.
The RSI is at 51.16, which is considered neutral territory, while MACD is at -0.0355, below its signal line at 0.4152, indicating bearish pressure on the stock. The combination of neutral RSI and bearish MACD suggests mixed momentum.
- Key Resistance: $110.50
- Key Support: $94.50
Nebius is a vertically integrated cloud provider focusing on AI and high-performance computing. It is a carve-out of the previous Russian tech firm Yandex, following the Russian sanctions since the Ukraine-Russia war.
Nebius designs and operates its own data centers and servers across Europe and the U.S., with a total capacity of several hundred megawatts. In September 2025, Microsoft became a major Nebius client under a multiyear $17 billion revenue agreement to provide computing capacity.
This partnership with Nvidia further solidifies Nebius’s position in the rapidly evolving AI landscape, as it seeks to capitalize on the growing demand for cloud-based AI solutions. The company’s strategic moves are crucial for its long-term growth and market relevance.
Earnings & Analyst Outlook
Nebius Group is expected to announce its next earnings report on May 19, 2026.
- EPS Estimate: Loss of 75 cents (Down from Loss of 39 cents)
- Revenue Estimate: $343.32 million (Up from $55.30 million)
- Valuation: P/E of 841.3x (Indicates premium valuation)
Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $150.63. Recent analyst moves include:
- Compass Point: Initiated with Buy (Target $150.00) (Feb. 18)
- BWS Financial: Buy (Maintains Target to $130.00) (Feb. 17)
- Morgan Stanley: Initiated with Equal-Weight (Target $126.00) (Jan. 15)
Benzinga Edge Rankings
Below is the Benzinga Edge scorecard for Nebius Group, highlighting its strengths and weaknesses compared to the broader market:
- Value: 4.3 — Trading at a steep premium relative to peers.
- Momentum: 96.91 — Stock is outperforming the broader market.
The Verdict: Nebius Group’s Benzinga Edge signal reveals a classic ‘High-Flyer’ setup. While the Momentum (96.91) confirms the strong trend, the low Value (4.3) score warns that the stock is priced for perfection—investors should ride the trend but use tight stop-losses.
Price Action
NBIS Price Action: Nebius Group shares were up 9.72% at $105.80 during premarket trading on Wednesday, according to Benzinga Pro data.
Photo by Piotr Swat via Shutterstock
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