Nebius Group's stock has surged nearly 298% over the past year, but has pulled back 26% from its June peak, with analysts deeming its valuation to be at a premium.
Yahoo Finance analysis indicates that Nebius Group (Nasdaq: NBIS) shares have surged nearly 298% over the past year but have pulled back approximately 26% from their all-time closing high set in June. The company's Q1 revenue grew 684% year-over-year to $399 million, with core AI cloud revenue increasing 841% to $390 million. Nebius projects 2026 revenue to be between $3 billion and $3.4 billion. Despite significant agreements with Microsoft and Meta Platforms, and a $2 billion investment from NVIDIA, the analysis suggests that Nebius's current valuation is nearly 17 times the midpoint of its 2026 revenue guidance ($3.2 billion). Investors should monitor whether the company can sustain rapid revenue growth and data center capacity expansion to support its high valuation.
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Source:Yahoo财经 · Source Link
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