SeekingAlpha · Nov 7, 2026
Nebius: Not All Neo-Clouds Are Created Equal
Nebius is a leading AI infrastructure provider, now rated a buy after a 49% share price drop, driven by sector-wide shifts. Read more on NBIS stock here.
NB
NASDAQ · NBIS
Nebius Group N.V.
Communication Services · Internet Content & Information
$129.49
Up+$9.12 (+7.58%)
Updated Nov 8, 2026, 8:18 AM
SID Score
5.6/10
Composite research score
Smart Money
55/100
Neutral
- Market cap
- 22.62B
- P/E ratio
- 108.87
- Dividend yield
- 0.00%
- 52-week range
- $73.52 – $299.86
- Volume
- 24.61M
- Avg. volume
- 19.48M
Price performance · NBIS
NBIS price history
1M range · 20 trading sessions · Daily adjusted prices
Prices through Nov 6, 2026
NBIS closed at $129.49 after 20 trading sessions, down 38.36% for the selected period.
- Last close
- $129.49
- Period change
- -38.36%
- Period low
- $120.37
- Period high
- $210.06
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Nov 6, 2026 | $130.64 | $136.87 | $122.62 | $129.49 | 24.61M |
| Nov 5, 2026 | $134.16 | $134.80 | $113.30 | $120.37 | 48.25M |
| Nov 4, 2026 | $145.81 | $152.88 | $140.02 | $141.52 | 23.04M |
| Nov 3, 2026 | $145.345 | $152.6664 | $143.71 | $151.64 | 16.2M |
| Nov 2, 2026 | $154.56 | $155.355 | $140.60 | $141.39 | 20.43M |
| Oct 30, 2026 | $157.05 | $161.42 | $149.96 | $154.14 | 21.56M |
| Oct 29, 2026 | $173.185 | $178.33 | $168.76 | $171.99 | 17.7M |
| Oct 28, 2026 | $173.49 | $182.74 | $168.92 | $182.34 | 25.06M |
| Oct 27, 2026 | $159.00 | $171.53 | $158.30 | $170.47 | 20.6M |
| Oct 26, 2026 | $153.96 | $165.86 | $149.48 | $153.27 | 30.7M |
| Oct 23, 2026 | $158.90 | $162.99 | $155.8578 | $158.74 | 13.5M |
| Oct 22, 2026 | $164.75 | $167.50 | $155.73 | $159.17 | 26.22M |
| Oct 21, 2026 | $176.46 | $178.85 | $164.00 | $171.57 | 19.69M |
| Oct 20, 2026 | $163.995 | $174.74 | $160.25 | $171.45 | 22.62M |
| Oct 19, 2026 | $176.51 | $176.69 | $166.585 | $170.24 | 26.88M |
| Oct 16, 2026 | $181.17 | $182.70 | $163.27 | $165.47 | 35.21M |
| Oct 15, 2026 | $175.48 | $189.33 | $163.36 | $188.41 | 47.72M |
| Oct 14, 2026 | $195.00 | $198.60 | $183.11 | $186.01 | 34.04M |
| Oct 13, 2026 | $200.50 | $207.9198 | $197.60 | $206.86 | 17.65M |
| Oct 12, 2026 | $217.195 | $217.195 | $206.90 | $210.06 | 14.06M |
Latest NBIS news
The latest Smart Investors Daily articles mentioning NBIS.
Stock researchCompany · Overview
Company
Market Activity
Research & News
NBIS research
Overview
Company profile and research snapshot.
Company profile
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 US, 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.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- —
- Average target
- $115.00
- Implied upside
- —
- Analysts
- —
| Date | Firm | Rating | Target |
|---|---|---|---|
| Nov 4, 2026 | Citigroup | Buy | — |
| Oct 21, 2026 | Piper Sandler | Neutral | — |
| Oct 8, 2026 | Rosenblatt | Buy | — |
| Sep 30, 2026 | William Blair | Outperform | — |
| Sep 24, 2026 | BNP Paribas | Outperform | — |
News briefing
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SeekingAlpha · Nov 7, 2026
Nebius Remains Well-Positioned, The Panic Is Opportunity
Nebius is upgraded to Strong Buy after a ~60% drop from its June high, which was driven by sector fears and not its own results. Click to read more on NBIS.
SeekingAlpha · Nov 7, 2026
Nebius: I'm Aggressively Buying The Crash
Nebius has beaten EPS estimates in six of its last seven quarters, while missing revenue estimates in four. Find out why NBIS stock is a strong buy.
Yahoo · Nov 7, 2026
Cerebras Systems vs. Nebius: Which Artificial Intelligence Stock Is a Better Buy Going into 2027?
Cerebras bets on giant wafer-scale chips while Nebius sells a full-lifecycle AI cloud, but one valuation gap and a cash flow twist could tip the 2027 verdict.
AI research layers
Interpretive context generated from the platform’s current data sources.
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