Nebius Group (NBIS) rose 1.4% following several developments. Northland Capital raised its price target from $211 to $232 with an Outperform rating and increased its 2026 ARR estimate to $5.4 billion from $4 billion. The company reported Q4 2025 results showing revenues of $227.7 million for the quarter, up 547% year-over-year, and $529.8 million for the full year, up 479%. ARR reached $1.25 billion, exceeding guidance. Nebius exceeded its 2025 active power capacity target at 170 MW and raised contracted power commitments above 3 GW. The company announced an agreement to acquire Tavily to add agentic search capabilities to its platform. Major contracts with Meta and Microsoft remain on track for delivery. Compass Point initiated coverage with a Buy rating and $150 price target.
Read full analysisNebius Group (NBIS) rose 1.4% following several developments. Northland Capital raised its price target from $211 to $232 with an Outperform rating and increased its 2026 ARR estimate to $5.4 billion from $4 billion. The company reported Q4 2025 results showing revenues of $227.7 million for the quarter, up 547% year-over-year, and $529.8 million for the full year, up 479%. ARR reached $1.25 billion, exceeding guidance. Nebius exceeded its 2025 active power capacity target at 170 MW and raised contracted power commitments above 3 GW. The company announced an agreement to acquire Tavily to add agentic search capabilities to its platform. Major contracts with Meta and Microsoft remain on track for delivery. Compass Point initiated coverage with a Buy rating and $150 price target.
Nebius Group is an Amsterdam-based AI cloud infrastructure company spun out of the former Yandex parent, offering GPU cloud computing and inference services for AI workloads. The company reported Q4 2025 revenue of $227.7M (up 547% YoY), recently acquired AI search provider Tavily for $275M, and issued aggressive FY2026 guidance of $3.0B–$3.4B backed by $16B–$20B in planned capex and a contract backlog exceeding $22 billion anchored by Meta and Microsoft. Its capital-intensive neocloud model makes it a magnet for both bullish analyst price targets — now ranging from $130 to $232 — and contagion risk from financing concerns at peers like CoreWeave.