We recently published 14 Latest Stocks on Jim Cramer’s Radar. Nebius Group N.V. (NASDAQ:NBIS) is one of the stocks Jim Cramer recently discussed. Nebius Group N.V. (NASDAQ:NBIS)’s shares jumped by an unbelievable 49% after Microsoft announced a $17.4 billion deal with the firm. This deal will see Nebius Group N.V. (NASDAQ:NBIS) supply computing infrastructure to the largest software company in the world. Microsoft’s investment saw investors gain confidence in the firm’s business model, which resembles inf ...

股价表现 - Nebius Group股价在周二创下历史新高 盘中最高涨幅达54%至98.68美元 收盘上涨49.42%至95.72美元[1] - 公司位列近期表现突出的10只股票之一 其中一只股票涨幅达3000%[1] 微软合作协议 - 公司与微软达成为期多年的180亿美元云计算合作协议 将为微软提供AI基础设施[2] - 服务将通过公司位于新泽西州Vineland的新数据中心提供[2] 财务安排 - 资本支出将通过合约产生的现金流结合债务发行进行融资[2] - 公司正在评估额外融资方案以实现比原计划更快的增长 将在适当时候更新融资策略[3] 管理层评论 - CEO表示核心AI云业务表现优异 客户范围从AI初创公司到大型企业[4] - 此合约是预期中与领先AI实验室和大型科技公司签署的长期合约中的第一项[4][5] - 合约经济条款本身具有吸引力 同时将加速2026年及以后AI云业务的增长[5]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

人工智能基础设施公司Nebius(NBIS.US)盘中一度涨约5%，最高触及100.51美元，续创新高。 消息面上，Nebius周三表示，计划透过可换股债券及新股合共集资30亿美元，所得资金将用于业务扩 展，包括收购更多运算能力及硬件。该公司两日前刚公布与微软达成人工智能基建合作协议，交易总值 最高或达194亿美元。公司承诺，自今年稍后开始将由新泽西Vineland一座新数据中心，向微软提供专 属运算资源。(格隆汇) ...

涉及的行业或公司 * Nebius Group (NBIS) 一家专注于AI基础设施和GPU即服务(GPU-as-a-Service)业务的公司[1] * 半导体、硬件和游戏科技行业[8] 核心观点和论据 * 公司与微软达成一项价值数十亿美元的多阶段AI基础设施协议 总合同价值估计约为174亿美元 若微软选择采购额外容量 总价值可能升至约194亿美元[1][3] * 该协议是公司此前在业绩会上提到的大型AI实验室交易中的第一笔 管理层预计后续还会有更多类似交易[1] * 协议将部分由交易产生的现金流 部分通过以合同担保的新发债务进行融资 管理层表示正在单独评估债务融资方案 这可能显著加速增长[1] * 协议的经济效益本身具有吸引力 暗示良好的毛利率(GMs) 并将帮助公司在2026年及以后加速其AI云业务的增长[6] * 公司管理层已指导2026年实现1GW的合同容量 反映了超大规模AI基础设施对能源和土地的承诺规模[2] * 高盛给予公司买入评级 12个月目标价为77美元 基于6倍2027年预期企业价值/销售额倍数(EV/Sales)[7] 其他重要内容 * GPU服务部署将分多个阶段在2025年和2026年全年进行 总合同价值持续到2031年 年化价值约30亿美元 与公司此前40-60亿美元的中期目标相比[3][6] * 尽管交易产能从今年开始 但主要收益可能从2026年开始显现[6] * 高盛认为该交易是公司AI基础设施业务的重要催化剂 证明了其与AI超大规模企业合作的能力 并为获得更多大型合同铺平道路[4] * 高盛披露其在该公司持股超过1% 在过去12个月内曾获得并寻求投资银行服务报酬 做市 并曾担任其公开发行或144A规则的承销商[17] * 高盛列出的主要风险包括来自超大规模企业的竞争压力 AI采用速度慢于预期 以及较短期限合同带来的能见度降低[7] 财务数据 * 公司当前股价为64.06美元 市值153亿美元 企业价值155亿美元[8] * 高盛收入预测: 2024年1.175亿美元 2025年预估5.884亿美元 2026年预估14.484亿美元 2027年预估28.268亿美元[8] * 高盛EBIT预测: 2024年亏损4.435亿美元 2025年预估亏损6.301亿美元 2026年预估亏损6.7亿美元 2027年预估亏损5.457亿美元[8] * 高盛EV/Sales倍数预测: 2024年19.6倍 2025年预估26.3倍 2026年预估12.3倍 2027年预估7.3倍[8]

AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. ("Nebius Group†or the "Company†; NASDAQ: NBIS), a leading AI infrastructure company, today announced its intention to offer, subject to market and other conditions, $2.0 billion aggregate original principal amount of convertible senior notes, in two series: $1.0 billion aggregate original principal amount of convertible notes due 2030 (the "2030 Notes†) and $1.0 billion aggregate original principal amount of convertible notes due 2032 (the "2032 No. ...

"Company†), a leading AI infrastructure company, today announced the launch of an offering of convertible notes and a concurrent offering of Class A shares to support the accelerated future growth of its core business. Our core AI cloud business is growing rapidly, and we continue to be laser focused on developing this business. We view long-term contracts such as the one we announced this week with Microsoft as impor. AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (NASDAQ: NBIS) ("Nebius†or the ...

AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. ("Nebius Group†or the "Company†; NASDAQ: NBIS), a leading AI infrastructure company, today announced that it has commenced an underwritten public offering of $1 billion of the Company's Class A ordinary shares. In addition, the Company intends to grant the underwriters a 30-day option to purchase up to an additional $150 million of Class A ordinary shares at the public offering price, less underwriting discounts and commissions. The offering is sub. ...

Nebius Group said on Wednesday it would raise $3 billion to fuel growth in its core artificial intelligence cloud business, on the heels of its $17.4-billion deal with Microsoft. ...

Key Points Nvidia and Palantir are top AI stocks on the market, but this little-known AI company outpaced their returns in 2025. Customers are rushing to rent this company's GPU-powered cloud infrastructure to run their AI workloads. The remarkable revenue growth that this company is likely to deliver could send its shares higher in the future. 10 stocks we like better than Nebius Group › Nvidia and Palantir Technologies are among the leading companies in their respective niches in the artificial ...