Why can the Nebius group share the next big cloud winner – Magic Post

Why can the Nebius group share the next big cloud winner

 – Magic Post

Nabius Group today

Nebius Group Nv Logo Logo
46.75 dollars +0.70 (+1.52 %)

As of 02:56 pm

52 weeks
14.09 dollars

$ 55.75

The target price
$ 66.50

The search for the next influential name in artificial intelligence (AI) often leads to crowded fields. However, quietly seizing a share in the market is Nebius Group NV Nasdak: nbis.

This international cloud provider of artificial intelligence presented amazing 385 % revenue growth on an annual basis In the last quarter.

This rapid expansion list becomes more convincing when you think that the company is supported by a Buy consensus classification From Wall Street, who see a clear way to the upward trend, indicating that the market has not preceded the entire price in the company’s capabilities.

Nabius moves from excessive growth to profitable growth

The financial performance of the NEBIUS group draws a clear picture of the strong demand in the market. For the first quarter of 2025, the company has reached revenues of $ 55.3 million (an increase of 385 % over last year). This growth was driven by its basic work of providing the specialized infrastructure that companies strongly need to build and operate the advanced Amnesty International models.

For investors, the highest growth is convincing, but the expected revenue is better. This is the place where NEBIUS (Arr) is a decisive indication. The ARR, which measures the expected income from the subscriptions, rose to $ 310 million by 2025. This scale is largely estimated because it indicates a stable and growing base of loyal customers, giving strong credibility to management directions for the entire year from 500 million dollars to 700 million dollars.

Of course, rapid growth comes at the expense of profitability. However, Nebius provided a clear catalyst for investors to see it. The administration has confidently that it expected to reach the modified Ebitda extinguishing in the second half of 2025. The achievement of this landmark will be a very important event for the share, which indicates that the basic business model is mainly sound and can generate profits even as the investment continues to expand its operations.

Secret Nabius sauce: full full feature

In the market dominated by a cloud, Nabius does not flourish by competition directly, but with specialization. The company designed a competitive feature through the full platform. This means that it controls the entire technology pipeline, designed by its server devices to writing the royal programs it runs. This integration enables a level of improvement that can not be achieved for general purposes using ready -made ingredients.

The problem solves the Nebius specific. Artificial intelligence models require the processing of huge amounts of data simultaneously across thousands of computer chips. The cloud can create general purposes, which slows training and increasing costs. Nebius platform is specially designed to deal with parallel intensive work burdens with maximum efficiency.

This artistic experience is valid through the main industry partners. As a launch partner for Nvidia’s Nasdak: nvda The latest chips, Nebius guarantees that its customers get early access to the most powerful artificial intelligence devices available, Create a great advantage in rapidly motion industry. This focus is more sharpened by strategic decisions, such as canceling the last Toloka data unit, which enables the company to focus all of its resources on its high -marginal basic work in the margin.

A billion dollar bet on growth

An ambitious vision of the capital requires a reality. Nabius recently got her financial future Offer $ 1 billion in convertible notes. Convertible notes are mixed safety that begins as a religion but can be converted into shares later, and growth companies often use them often used by growth companies to raise capital with less immediate reduction of current shareholders. The $ 1 billion war fund guarantees that NEBIUS has funding to expand the data center imprint strongly and gain the strength of the account needed to meet customer demand, which fueles its future revenues directly.

After the capital, Nebius attracts the highest levels of technology. Bezos Experedions, a personal investment company for Amazon Jeff Bezos founder, has led a recent strategic investment in its business at Toloka. This type of verification of smart money provides more than just a cash; It gives tremendous credibility. The association with a name like Bezos indicates a strong belief in the company’s technology and a long -term vision, which can attract investors, partners and other talents of the first degree.

Why may Nebius still less valuable

Nebius Group shares expectations today

The stock price expectations for 12 months:
$ 66.50
He buys
Based on 6 analytical reviews
The current price 46.88 dollars
High expectations $ 84.00
Average expectations $ 66.50
Low expectations 47.00 dollars

Expected details of the Nebius Group collection

The final question for investors is what the stock deserves. While nebius is not yet profitable through standard accounting, Wall Street is looking forward. All the six analysts who cover the company evaluating the shares, which reflects a strong consensus among the professionals as its future is bright.

This optimism is reflected in the goals of its price. the The average forecast of twelve months for Nonopus It is $ 66.50 per share, which is a possible increase in more than 40 % of its current price. The highest goal is determined at $ 84.00, indicating that some analysts believe that growth potential is greater. For Hyper-Growth, the evaluation is often less than the previous performance and more than future capabilities. Analysts note that with the NEBIUS continuing to implement its growth plan and reach the profitable goals, the price of its share will be re -renewed to suit its place as a critical player in the environmental system of Amnesty International.

The Nebius Group is planning a convincing course in the competitiveness of Amnesty International. Through the excessive growth that can be verified, a different technical stack, strong support for both Wall Street and elite investors, the company provides a clear issue that relies on data for investors looking for a focused and highly capable play on the future of artificial intelligence.

Before you think about NVIDIA, you will want to hear this.

Marketbeat follows the best research analyst at Wall Street, the best performance in Wall Street and the stocks they recommend to their customers on a daily basis. Marketbeat has identified the five shares whom the top analysts quietly whispered to their customers to buy now before hunting the wider market … NVIDIA was not in the list.

While NVIDIA currently has a moderate purchase rating between analysts, higher -rated analysts believe that these five stocks buy better.

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