Wall Street analyst estimates for Nebius Group N.V. (NBIS): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Nebius Group N.V. is a technology company dedicated to developing comprehensive infrastructure to serve the global artificial intelligence industry. Its operations encompass several key areas. Central to its mission is Nebius, an AI-focused cloud platform engineered to handle demanding AI workloads. This division constructs end-to-end AI infrastructure, featuring extensive GPU computing clusters, robust cloud platforms, and essential tools and services for developers.
Consensus price target
$284.33 (+84 % vs price $154.14)
between $144.00 and $410.00 · 8 targets published in the last quarter
Closing price, Oct 30
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $3.3B | $3.3B – $3.4B | -$1.93 | 7 |
| 2027E | $12.1B | $8.4B – $17.8B | -$3.26 | 8 |
| 2028E | $22.7B | $17.2B – $31.3B | -$0.19 | 6 |
Figures in USD · consensus as of November 1, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 9 |
| Hold | 3 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 12 |
| Avg rating (−2 sell to +2 buy) | 0.75 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-10 | $-0.79 | ||
| 2026-08-12 | $-0.12 | $-0.72 | +83.3% |
| 2026-05-13 | $-0.23 | $-0.77 | +70.0% |
| 2026-02-12 | $-0.99 | $-0.58 | -70.7% |
| 2025-11-11 | $-0.39 | $-0.56 | +29.9% |
| 2025-08-07 | $-0.38 | $-0.50 | +24.0% |
| 2025-05-20 | $-0.43 | $-0.45 | +2.2% |
| 2025-02-20 | $-0.43 | $-0.39 | -9.3% |
Valuation Ratios
| P/E Ratio | 592.85 |
| Price / Book | 4.17 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.23B | $1.63B | $1.83B | $2.83B | $2.95B | $4.76B | $13.5M | $9.8M | $91.5M | $529.8M |
| Cost of Revenue | $321.1M | $414.8M | $515.1M | $898.8M | $1.16B | $2.32B | $28.4M | $19.6M | $43.7M | $166.2M |
| Gross Profit | $913.1M | $1.21B | $1.32B | $1.93B | $1.79B | $2.43B | -$14.9M | -$9.8M | $47.8M | $363.6M |
| Research & Development | $257.4M | $326.7M | $324.0M | $470.6M | $490.4M | $647.5M | $58.3M | $87.1M | $114.8M | $177.3M |
| Selling, General & Admin | $290.7M | $464.8M | $512.6M | $810.3M | $849.0M | 0 | $57.3M | $159.5M | $255.5M | $378.5M |
| Operating Expenses | $704.2M | $991.7M | $1.02B | $1.53B | $1.58B | $2.61B | $143.1M | $275.9M | $447.4M | $959.8M |
| Operating Income | $208.8M | $222.4M | $299.1M | $395.7M | $211.5M | -$177.4M | -$158.0M | -$285.7M | -$399.6M | -$596.2M |
| EBITDA | $352.2M | $420.6M | $586.2M | $778.4M | $589.2M | -$38.9M | -$101.4M | -$260.6M | -$267.2M | $559.3M |
| Interest Expense | $18.0M | $15.0M | $18.0M | $1.0M | $32.8M | $50.0M | $48.0M | 0 | 0 | $57.8M |
| Pre-tax Income | $180.5M | $244.1M | $752.8M | $366.1M | $493.1M | -$96.5M | -$178.9M | -$297.0M | -$353.0M | $33.0M |
| Income Tax | $70.3M | $86.9M | $117.7M | $187.8M | $178.0M | $99.3M | $1.1M | $2.0M | -$1.0M | $4.0M |
| Net Income | $110.5M | $159.4M | $659.9M | $204.5M | $333.5M | -$196.0M | $745.6M | $241.3M | -$641.4M | $101.7M |
| EPS | $0.40 | $0.49 | $2.02 | $0.63 | $0.98 | -$0.54 | $2.03 | $0.65 | -$2.28 | $0.11 |
| EPS (Diluted) | $0.34 | $0.42 | $2.02 | $0.63 | $0.94 | -$0.54 | $1.81 | $0.65 | -$2.28 | $0.11 |
| Shares Outstanding (Diluted) | 326.0 M | 376.0 M | 327.0 M | 327.0 M | 353.0 M | 362.0 M | 413.0 M | 371.0 M | 281.0 M | 253.0 M |
Price
| Price | $154.14 (closing price, October 30, 2026) |
| Market Cap | $37.0B |
| Exchange | NASDAQ |
| Country | NL |
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Explore sector: Technology · Software - Application
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