$NBIS is a $500 stock in the making.
• Q2 revenue: $582M, +454% YoY
• AI Cloud revenue: $575M, +514% YoY
• ARR: $3B
And the story keeps getting stronger.
Nebius just acquired Inferize, adding technology designed to reduce idle GPU time, improve utilization and lower inference costs across its Token Factory platform.
It follows the additions of Eigen AI and Clarifai technology as Nebius continues building out its AI inference stack.
Meanwhile:
• GPU cloud prices reportedly increased ~20% across H100, H200, B200 and B300 GPUs
• BNP Paribas believes ARR could approach $22B by the end of 2027
• BNP raised its price target from $260 → $399
• William Blair recently initiated coverage with an Outperform rating
• Next-quarter revenue is expected around $891M vs. $146M a year ago
Nebius isn’t just benefiting from AI demand.
It’s scaling revenue, expanding its AI stack, increasing pricing power and positioning itself deeper inside the AI infrastructure boom.
$NBIS 👀
• Q2 revenue: $582M, +454% YoY
• AI Cloud revenue: $575M, +514% YoY
• ARR: $3B
And the story keeps getting stronger.
Nebius just acquired Inferize, adding technology designed to reduce idle GPU time, improve utilization and lower inference costs across its Token Factory platform.
It follows the additions of Eigen AI and Clarifai technology as Nebius continues building out its AI inference stack.
Meanwhile:
• GPU cloud prices reportedly increased ~20% across H100, H200, B200 and B300 GPUs
• BNP Paribas believes ARR could approach $22B by the end of 2027
• BNP raised its price target from $260 → $399
• William Blair recently initiated coverage with an Outperform rating
• Next-quarter revenue is expected around $891M vs. $146M a year ago
Nebius isn’t just benefiting from AI demand.
It’s scaling revenue, expanding its AI stack, increasing pricing power and positioning itself deeper inside the AI infrastructure boom.
$NBIS 👀