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. The group also includes Toloka AI, which functions as a data solutions provider, assisting with various phases of generative AI development. TripleTen operates as an educational technology venture, focused on equipping individuals with new skills for careers in the tech sector. Furthermore, Avride specializes in pioneering autonomous driving technologies for self-driving vehicles and delivery robots. Founded in 1989, the company was previously known as Yandex N.V. until its rebranding to Nebius Group N.V. in August 2024. Its headquarters are located in Amsterdam, the Netherlands, with additional research and development facilities spread across Europe, North America, and Israel.
NBISdoesn't report a product-segment revenue breakdown.
| $ billions | FY25 | FY24 | FY23 | FY22 | FY21 |
|---|---|---|---|---|---|
| Cash & equivalents | 3.7 | 2.4 | 0.1 | 1.1 | 1.1 |
| Short-term investments | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 |
| Receivables | 0.9 | 0.0 | 0.0 | 1.4 | 0.9 |
| Inventory |
| $ billions | FY25 | FY24 | FY23 | FY22 | FY21 |
|---|---|---|---|---|---|
| Operating cash flow | 0.4 | 0.2 | 0.8 | 0.7 | 0.1 |
| Capital expenditure | −4.1 | −0.8 | −0.1 | 0.0 | −0.6 |
| Free cash flow | −3.7 | −0.6 | 0.7 | 0.7 | −0.5 |
P/E vs EPS growth · below the channel = cheaper for its growth
P/S vs revenue growth · below the channel = cheaper for its growth
| Ticker | P/E | Fwd P/E | PEG | P/S | Fwd P/S | PSG | EPS gr | Rev gr |
|---|---|---|---|---|---|---|---|---|
| NBIS | 53.9 | -73.5 | — | 49.9 | 13.0 | 0.05 | 0% | 246% |
| VOD | -68.9 | 14.9 | — | 0.8 | 0.8 | 0.17 | 0% | 5% |
| RDDT | 48.6 | 36.7 | 0.84 | 14.1 | 10.8 | 0.31 | 44% | 34% |
| TWLO | 301.8 | 35.9 | 0.16 | 5.9 | 5.3 | 0.45 | 227% | 12% |
| FOXA | 13.5 | 11.4 | 2.19 | 1.4 | 1.5 | 0.45 | 5% | 3% |
| TEF | -17.5 | 13.6 | — | 0.7 | 0.6 | — | 0% | -4% |
Dots = reported EPS vs consensus · gap = surprise · dashed = estimate ($)
Last 12M · $0M bought · $213M sold · net −$213M