Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nebius Group. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

公司股价表现 - 年初至今公司股价飙升超60.7% 跑赢Zacks计算机与科技板块0.9%的跌幅和Zacks互联网软件与服务行业8.8%的涨幅 [1] - 自2月20日公布2024年第四季度业绩后 股价下跌3.8% 原因是12月季度年度经常性收入（ARR）降至9000万美元 [2] - 股价在50日移动均线上方交易 呈看涨趋势 [6] 公司财务情况 - 营收3790万美元 同比飙升466% 核心人工智能基础设施业务同比增长602% [3] - 预计3月季度ARR至少2.2亿美元 2025年全年ARR在7.5亿至10亿美元之间 [3] - 2024年12月通过私募融资7亿美元 2024年第四季度末现金达24亿美元 [6] 公司业务发展 - 主要提供以人工智能为中心的云平台 还包括Toloka、TripleTen和Avride等业务 [9] - 2024年第四季度扩展基础设施服务 美国堪萨斯城5兆瓦NVIDIA GPU集群将于2025年第一季度末上线 可扩展至40兆瓦 [10] - 巴黎的NVIDIA H200 Tensor Core GPUs GPU集群已投入运营 2024年第四季度末NVIDIA Hopper GPUs部署量近乎翻倍 2025年计划在美国和芬兰部署超2.2万个NVIDIA Blackwell GPUs [11] - 推出The Nebius AI Cloud平台 2025年1月扩展Nebius AI Studio 并发布Tracto.ai平台 [12] 公司盈利预测 - Zacks共识预计2025年第一季度每股亏损35美分 过去30天未变 [14] - 2025年第一季度营收共识为7750万美元 同比下降96.88% [14] 公司投资建议 - 公司目前交易溢价 价值评分为D [16] - 尽管基础设施业务和合作伙伴基础强大 但短期内增长前景受限 因宏观经济环境挑战和扩产投资或使利润率承压 [17] - 公司目前Zacks排名为3（持有） 建议等待更有利的切入点再积累股票 [18] 行业前景 - GPU即服务和人工智能云的潜在市场规模（TAM）预计在2023 - 2030年期间复合年增长率超35% [13] - 人工智能技术预计到2030年将达8000亿美元 2023 - 2030年平均复合年增长率为29% [13] - 公司其他三项业务的TAM合计约1500亿美元 [13]

Nebius (NBIS -5.55%) is expanding existing facilities and building new ones to capitalize on the insatiable demand for artificial intelligence.*Stock prices used were the afternoon prices of Feb. 23, 2025. The video was published on Feb. 25, 2025. ...

D.A. Davidson & Co. analyst Alexander Platt initiated coverage on Nebius Group N.V. NBIS with a Buy rating and a price forecast of $50.The analyst highlights that the company is positioning itself as a key alternative to hyperscalers like AWS, Azure, and GCP, which are leveraging rigid pricing and supply constraints to secure high margins.While AWS and Azure offer dedicated AI instances, they are burdened by unnecessary software layers and additional costs.This has led AI startups and enterprises to seek al ...

Nebius Group TodayNBISNebius Group$34.45 -1.77 (-4.88%) 52-Week Range$14.09▼$50.87Price Target$55.00Add to WatchlistIt’s been a rollercoaster start to the year for shares of Nebius Group NASDAQ: NBIS. The AI infrastructure stock has seen dramatic swings, hitting new 52-week and all-time highs, only to retreat sharply following its recent earnings report. As of Monday's close, Nebius shares had slid over 28% from their 52-week high set just the previous week, driven by a combination of a market-wide sell-of ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!I initiated my investment coverage of Nebius Group N.V. (NASDAQ: NBIS ) in mid-January with a "Strong Buy" rating, stating that the stock seemed like a steal at those prices because the business was going to expand its operationsDaniel Sereda is chief investment ana ...

Nebius Group TodayNBISNebius Group$36.22 -3.61 (-9.06%) 52-Week Range$14.09▼$50.87Price Target$55.00Add to WatchlistThe artificial intelligence (AI) revolution is upon us, and its progress hinges on a critical, often overlooked foundation: robust and scalable infrastructure. The demand for this specialized infrastructure is exploding, creating a massive investment opportunity. Nebius Group N.V. NASDAQ: NBIS is a relatively new player in the public market, and the company has been positioning itself as a ke ...

文章核心观点 投资者对Nebius Group股票感兴趣，因英伟达宣布持有该人工智能公司股份 [1] 其他要点 - 2025年2月21日下午Nebius Group股价下跌9.07%，英伟达股价下跌3.09% [1] - 视频于2025年2月23日发布 [1]

分组1 - 《The Motley Fool》持有并推荐Nebius Group和Nvidia股票 [1] - Parkev Tatevosian是《The Motley Fool》的附属机构，推广其服务可获补偿 [1]

Nvidia's latest 13F filing reveals a new ownership position for the company.Last year, shares of a small artificial intelligence (AI) stock called SoundHound AI witnessed an unprecedented rise. While SoundHound AI's voice recognition technology is an exciting pocket of the AI realm, the main contributor to the company's outsized price movement was linked to a strategic investment by Nvidia.Like financial institutions, companies are required to report their ownership positions in other businesses through a 1 ...