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AI-assisted · Not financial adviceNot advice

AI-assisted · Not financial advice.

US Markets Closed

AI-assisted · Not financial adviceNot advice

US Markets Closed

AI-assisted · Not financial adviceNot advice

$NBIS

Name: NBIS (Nebius Group) — Market Sentiment & Discussion
Creator: MarketMind
License: https://stockmarketsentimentai.com/methodology

Nebius Group· 4/3/2026, 11:57:35 AM

Data Checks· 1 of 1 passed

Analyst target

62% upside · 4 analysts · $126–$232 range

▲ $177

Reddit: Optimistic · DivergentAttention: Surging

Community Take (7D)

Retail sentiment is bearish due to macroeconomic fears, while news highlights long-term bullish outlooks. This divergence indicates that while immediate concerns exist, longer-term potential may still be present.

News vs Reddit

Smart Money

News Signal

News Outlets · Analyst Coverage

bullish

Signal Quality70%

Reddit Sentiment

Reddit · Community Discussion

neutral

Confidence Level30%

The Story

News Summary

Nebius capitalizes on AI infrastructure boom

Key Events

Mar 1, 2001:Nebius is capitalizing on the AI infrastructure boom with several unique advantages.
Feb 26, 2001:Nebius Group N.V. posted 479% revenue growth and made a strategic $275M acquisition.
Feb 24, 2001:Nebius delivered $227.7 million in Q4 revenue, up 547% year-over-year.

Sentiment: 90% bullish / 10% neutral (early) → 80% bullish / 20% cautious (late)

Impact: The discussion transitioned from highlighting explosive growth and strategic acquisitions to acknowledging competitive pressures in the AI sector.

Analyst ConsensusBuy (4 analysts)

Target: $177 avg (+62% upside)

4 Buy · 0 Hold · 0 Sell

Signal

Bullish

Confidence

70%

Based on curated news sources (not retail comments)

Over the last 7 days: Nebius shows strong growth potential with significant revenue increases and a solid contract backlog, though recent misses and sector uncertainty present some risks.

SentimentCautious Optimism

AnalysisHype

Bullish Factors

✓Nebius is experiencing explosive growth, guiding for over 550% y/y revenue increase to $4B in 2026 [Fmp|Feb 24]
✓Nebius delivered $227.7 million in Q4 revenue, up 547% year-over-year, with implied gross margins near 70% [Fmp|Feb 24]
✓Over $22 billion in contract backlog, anchored by Meta and Microsoft, supports a $7–9 billion 2026 ARR target [Fmp|Feb 24]

Risk Factors

✗Nebius missed Q4 2025 revenue estimates and guided 2026 revenues below the consensus, reflecting the cadence of the revenue ramp [Fmp|Feb 24]
✗CoreWeave reported a widening loss and weak guidance in its Q4 report, indicating uncertainty in the AI cloud sector [Fmp|Feb 27]

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AI-assisted · Not financial advice.

$NBIS - Nebius Group | MarketMind | MarketMind

$NBIS

Nebius Group· 4/3/2026, 11:57:35 AM

Data Checks· 1 of 1 passed

Analyst target

62% upside · 4 analysts · $126–$232 range

▲ $177

Reddit: Optimistic · DivergentAttention: Surging

Community Take (7D)

News vs Reddit

Smart Money

News Signal

News Outlets · Analyst Coverage

bullish

Signal Quality70%

Reddit Sentiment

Reddit · Community Discussion

neutral

Confidence Level30%

The Story

News Summary

Nebius capitalizes on AI infrastructure boom

Key Events

Mar 1, 2001:Nebius is capitalizing on the AI infrastructure boom with several unique advantages.
Feb 26, 2001:Nebius Group N.V. posted 479% revenue growth and made a strategic $275M acquisition.
Feb 24, 2001:Nebius delivered $227.7 million in Q4 revenue, up 547% year-over-year.

Sentiment: 90% bullish / 10% neutral (early) → 80% bullish / 20% cautious (late)

Impact: The discussion transitioned from highlighting explosive growth and strategic acquisitions to acknowledging competitive pressures in the AI sector.

Analyst ConsensusBuy (4 analysts)

Target: $177 avg (+62% upside)

4 Buy · 0 Hold · 0 Sell

Signal

Bullish

Confidence

70%

Based on curated news sources (not retail comments)

Over the last 7 days: Nebius shows strong growth potential with significant revenue increases and a solid contract backlog, though recent misses and sector uncertainty present some risks.

SentimentCautious Optimism

AnalysisHype

Bullish Factors

✓Nebius is experiencing explosive growth, guiding for over 550% y/y revenue increase to $4B in 2026 [Fmp|Feb 24]
✓Nebius delivered $227.7 million in Q4 revenue, up 547% year-over-year, with implied gross margins near 70% [Fmp|Feb 24]
✓Over $22 billion in contract backlog, anchored by Meta and Microsoft, supports a $7–9 billion 2026 ARR target [Fmp|Feb 24]

Risk Factors

✗Nebius missed Q4 2025 revenue estimates and guided 2026 revenues below the consensus, reflecting the cadence of the revenue ramp [Fmp|Feb 24]
✗CoreWeave reported a widening loss and weak guidance in its Q4 report, indicating uncertainty in the AI cloud sector [Fmp|Feb 27]

Analyze with AI yahoo!finance Reddit Answers