{"data":{"ticker":"NBIS","slug":"nebius-group","name":"Nebius Group","exchange":"NASDAQ","sector":"Communication Services","headquarters":"Amsterdam, Netherlands","ceo":"Arkady Volozh","employees":1543,"website":"https://nebius.com","founded":"2023","layers":[{"slug":"neoclouds","name":"Neoclouds"}],"exposure":{"score":97,"tier":"Pure Play","rationale":"Nebius operates an NVIDIA-backed GPU cloud selling AI compute and infrastructure services, with Microsoft and Meta on its customer book. The company exists to monetize AI training and inference demand, making it a pure play on the buildout."},"quote":{"price":129.49,"change24hPct":7.58,"change7dPct":-15.99,"change30dPct":-41.06,"change1yPct":16.36,"high52w":286.69,"low52w":73.87,"marketCap":32877279232,"peRatio":101.16,"eps":1.28,"volume24h":3168471515},"nextEarningsDate":"2026-11-12","summary":"Nebius Group is an AI neocloud: a company built to rent AI computing power. Backed by NVIDIA, it operates GPU cloud infrastructure that AI labs and enterprises use for training and inference, with Microsoft and Meta on its customer book.","explainer":["Nebius Group is an AI neocloud: a company built to rent AI computing power. Backed by NVIDIA, it operates GPU cloud infrastructure that AI labs and enterprises use for training and inference, with Microsoft and Meta on its customer book.","Its offering is focused: GPU cloud capacity and the AI infrastructure services around it. Nebius is pivoting toward an asset-light model for that infrastructure, aiming to grow the compute it delivers without owning every layer of the underlying footprint itself.","Founded in 2023 and headquartered in Amsterdam, Netherlands, Nebius trades on the NASDAQ and employs about 1,500 people under CEO Arkady Volozh."],"buildoutRole":"Nebius is a defining name in the Neoclouds layer: specialized clouds that exist to sell AI compute. Its NVIDIA backing gives it access to the GPUs the market is fighting over, and customers like Microsoft and Meta validate the capacity it delivers. The company exists to monetize AI training and inference demand, with essentially no other business, which is why Supercycle rates it a pure play with an AI Exposure Score of 97 out of 100.","faq":[{"q":"What does Nebius Group do?","a":"Nebius operates a GPU cloud, renting AI computing capacity and infrastructure services to labs and enterprises for training and inference. NVIDIA is a backer, and Microsoft and Meta are on its customer book."},{"q":"How is Nebius exposed to AI?","a":"Entirely. The company exists to monetize AI training and inference demand through its GPU cloud. Supercycle rates it a pure play with an AI Exposure Score of 97 out of 100."},{"q":"What is a neocloud?","a":"A neocloud is a specialized cloud provider built around GPU capacity for AI workloads, unlike general-purpose clouds that offer a broad range of services. Nebius is one of the leading examples."},{"q":"Who backs and buys from Nebius?","a":"NVIDIA is a backer, giving Nebius standing in the GPU supply chain, and its customer book includes Microsoft and Meta, two of the largest buyers of AI compute."},{"q":"Where is Nebius headquartered and who leads it?","a":"Nebius is headquartered in Amsterdam, Netherlands, was founded in 2023, and is led by CEO Arkady Volozh. It employs about 1,500 people and trades on the NASDAQ."}],"history1y":[{"date":"2026-09-28","close":231.88},{"date":"2026-09-29","close":237.35},{"date":"2026-09-30","close":235.88},{"date":"2026-10-01","close":232.28},{"date":"2026-10-02","close":242.81},{"date":"2026-10-05","close":232.57},{"date":"2026-10-06","close":249.87},{"date":"2026-10-07","close":237.15},{"date":"2026-10-08","close":219.71},{"date":"2026-10-09","close":221.07},{"date":"2026-10-12","close":210.06},{"date":"2026-10-13","close":206.86},{"date":"2026-10-14","close":186.01},{"date":"2026-10-15","close":188.41},{"date":"2026-10-16","close":165.47},{"date":"2026-10-19","close":170.24},{"date":"2026-10-20","close":171.45},{"date":"2026-10-21","close":171.57},{"date":"2026-10-22","close":159.17},{"date":"2026-10-23","close":158.74},{"date":"2026-10-26","close":153.27},{"date":"2026-10-27","close":170.47},{"date":"2026-10-28","close":182.34},{"date":"2026-10-29","close":171.99},{"date":"2026-10-30","close":154.14},{"date":"2026-11-02","close":141.39},{"date":"2026-11-03","close":151.64},{"date":"2026-11-04","close":141.52},{"date":"2026-11-05","close":120.37},{"date":"2026-11-06","close":129.49}],"incomeStatements":[{"ticker":"NBIS","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":529800000,"cost_of_revenue":166200000,"gross_profit":363600000,"operating_expense":0,"operating_income":-611700000,"net_income":82500000,"earnings_per_share":0.4019,"earnings_per_share_diluted":0.4019,"research_and_development":177300000,"selling_general_and_administrative_expenses":380100000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"NBIS","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":91500000,"cost_of_revenue":43700000,"gross_profit":47800000,"operating_expense":0,"operating_income":-399600000,"net_income":-641400000,"earnings_per_share":-2.7351,"earnings_per_share_diluted":-2.7351,"research_and_development":114800000,"selling_general_and_administrative_expenses":255500000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"NBIS","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","revenue":9800000,"cost_of_revenue":19600000,"gross_profit":-9800000,"operating_expense":0,"operating_income":-285700000,"net_income":241300000,"earnings_per_share":0.6017,"earnings_per_share_diluted":0.6017,"research_and_development":87100000,"selling_general_and_administrative_expenses":159500000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"NBIS","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","revenue":13500000,"cost_of_revenue":28400000,"gross_profit":-14900000,"operating_expense":0,"operating_income":-158000000,"net_income":745600000,"earnings_per_share":1.1078,"earnings_per_share_diluted":1.1078,"research_and_development":58300000,"selling_general_and_administrative_expenses":57300000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"NBIS","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":12430600000,"current_assets":4711400000,"cash_and_equivalents":3678100000,"total_liabilities":7836600000,"current_liabilities":1527800000,"total_debt":4973100000,"shareholders_equity":4594000000,"retained_earnings":3300500000},{"ticker":"NBIS","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":3548600000,"current_assets":2533300000,"cash_and_equivalents":2434700000,"total_liabilities":294900000,"current_liabilities":264000000,"total_debt":49500000,"shareholders_equity":3253700000,"retained_earnings":3218000000},{"ticker":"NBIS","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":8755100000,"current_assets":3453500000,"cash_and_equivalents":116100000,"total_liabilities":5461200000,"current_liabilities":3870400000,"total_debt":26200000,"shareholders_equity":3293700000,"retained_earnings":3859400000},{"ticker":"NBIS","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","total_assets":8278107382.5503,"current_assets":3220590604.0268,"cash_and_equivalents":1115852348.9933,"total_liabilities":3738805369.1275,"current_liabilities":2521395973.1544,"total_debt":1392429530.2013,"shareholders_equity":4245744966.443,"retained_earnings":2331503355.7047}],"holders13f":[{"slug":"stephen-mandel","personName":"Stephen Mandel","fundName":"Lone Pine Capital","value":1175934069,"portfolioPct":0.07188845228385034,"change":"new","period":"2026-06-30"},{"slug":"nvidia","personName":"NVIDIA","fundName":"NVIDIA","value":328773757,"portfolioPct":0.005182438347960114,"change":"unchanged","period":"2026-06-30"},{"slug":"george-soros","personName":"George Soros","fundName":"Soros Fund Management","value":85612700,"portfolioPct":0.01123212783679401,"change":"new","period":"2026-06-30"},{"slug":"gavin-baker","personName":"Gavin Baker","fundName":"Atreides Management","value":17709401,"portfolioPct":0.0015885308268074147,"change":"increased","period":"2026-06-30"}],"news":[{"title":"AI Cloud Crash Puts CoreWeave and Nebius on Sale. Their Next Reports Decide What Happens Next","source":null,"url":"https://247wallst.com/investing/2026/11/06/ai-cloud-crash-puts-coreweave-and-nebius-on-sale-their-next-reports-decide-what-happens-next/?.tsrc=rss","date":"2026-11-06"},{"title":"Nebius Soars 7% as a Rival’s AI Cloud Beat Lifts Neoclouds After “Reactionary” Selloff","source":null,"url":"https://www.tikr.com/blog/nebius-soars-7-as-a-rivals-ai-cloud-beat-lifts-neoclouds-after-reactionary-selloff?ref=yahoofinance&tlnk=yf-261106-xvj6jjw2&.tsrc=rss","date":"2026-11-06"},{"title":"Prediction: Nebius Stock Will Surge 95% in a Year, According to Wall Street. Should You Buy It Before Nov. 12?","source":null,"url":"https://www.fool.com/investing/2026/11/06/prediction-nebius-stock-will-surge-95-in-a-year-according-to-wall-street-should-you-buy-it-before-nov-12/?.tsrc=rss","date":"2026-11-06"},{"title":"Nebius Group Heads These 3 High Growth Insider Stocks To Watch","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/nebius-group-heads-3-high-051549727.html?.tsrc=rss","date":"2026-11-06"},{"title":"Why Rocket Lab Stock Dropped Today","source":null,"url":"https://www.fool.com/investing/2026/11/05/why-rocket-lab-stock-dropped-today/?.tsrc=rss","date":"2026-11-05"},{"title":"CoreWeave vs. Nebius: Which Is the Better AI Neocloud Stock to Own for the Next 3 Years?","source":null,"url":"https://www.fool.com/investing/2026/11/05/coreweave-vs-nebius-which-is-the-better-ai-neoclou/?.tsrc=rss","date":"2026-11-05"},{"title":"Nebius Stocks Fall 14% as Investors Reassess Capacity Delivery Risk","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/nebius-stocks-fall-14-investors-193151021.html?.tsrc=rss","date":"2026-11-05"},{"title":"Nebius Group (NBIS) Faces A Valuation Test Following AI Data Center Curbs Fears","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/nebius-group-nbis-faces-valuation-191144060.html?.tsrc=rss","date":"2026-11-05"}]},"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.516Z","tier":"free","source":"https://supercyclehq.com/stock/nebius-group","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/NBIS","html":"https://supercyclehq.com/stock/nebius-group","md":"https://supercyclehq.com/stock/nebius-group.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}