NBIS AI Infrastructure Leader to $100 Next?
$NEBIUS(NBIS)$ Ever since the post earnings gap up to 75 we have seen NBIS consolidate in a range between 65-75. If we can get thru 75 we should make a move to 100 next, has been holding very well.
What Do They Do?
Nebius builds the physical backbone for AI, massive data centers filled with high-powered GPUs and infrastructure that companies rent to train and run AI models. They make money by selling access to this computing power, often on long-term contracts with enterprises, governments, and AI developers. Think of them like a specialized landlord for AI compute: they build it, power it, and lease it out at scale.
Earnings Results
Revenue Growth: Revenue jumped 625% YOY to ~$105.1M in Q2 (from $14.5M).
Net Loss: Reported an adjusted net loss of $91.5M, widening 49% YoY despite strong top-line performance.
Earnings Surprise: Achieved better-than-expected EPS, approx −$0.38 vs consensus around −$0.50, delivering a ~23% upside.
Stock Reaction: Shares spiked ~21% following the earnings beat and raised guidance.
Growth Drivers
AI Infrastructure Demand: Hypergrowth in AI cloud needs continues to propel demand for its GPU clusters and full-stack infrastructure.
ARR Momentum & Guidance: Raised its 2025 annualized run-rate revenue outlook to between $900M and $1.1B.
Capacity Expansion: Actively securing over 1 GW of power capacity by end of 2026 to support its data center footprint.
Edge Scaling: Expanded global footprint across U.S., Europe, Israel, with GPU and storage improvements.
Growth Leadership: With 625% YoY revenue growth, NBIS significantly outpaces peers like CoreWeave and general cloud players.
My Price Target for $NBIS is $100 by End of Year!
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