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 ...

文章核心观点 - 尽管年初中国DeepSeek宣布低成本构建大语言模型致AI科技股下跌，但美国大型科技公司2025年仍计划投入巨资发展数据中心和AI计算能力，投资者可关注Nebius Group和Nvidia这两只成长型科技股 [1][2] 分组1：Nebius Group公司情况 - 由俄罗斯搜索引擎巨头Yandex重组而来，去年10月以Nebius Group名义恢复在纳斯达克交易 [3] - 公司由核心AI基础设施业务及Toloka、TripleTen、Avride三个业务组成，今年迄今股价上涨67% [4] - 业务增长迅速，季度营收从第一季度1140万美元跃升至第四季度约3800万美元，2024年全年营收达1.175亿美元，管理层预计将加速增长，目标到2025年底实现10亿美元年收入 [5] - 重组后资产负债表状况良好，第四季度末现金达24.5亿美元且债务可忽略不计，超公司93亿美元总市值的四分之一 [5] - 英伟达参与其7亿美元私募融资轮，并持有超100万股价值约3300万美元的股票 [6] 分组2：Nvidia公司情况 - 虽已规模庞大但仍具增长潜力，多家大型科技公司2025年宣布AI资本支出计划，支持分析师认为DeepSeek公布成本或有遗漏的观点 [7][8] - 过去几个月股价区间波动，为投资者提供在业务再次飙升前买入机会 [9] - 2月26日将公布第四财季业绩，届时或更新Blackwell架构销售情况及下一代Rubin AI平台推出时间 [10] - 除AI业务外，游戏、汽车和机器人等业务也在增长，对Nebius持股或与机器人业务有关 [11] 分组3：投资建议 - Nebius若实现2025年营收目标上限，当前远期企业价值与销售额比率低于7，对高成长科技股而言合理 [12] - 两家快速增长的AI公司值得在2025年科技领域投资时考虑 [13]

公司概况 - Nebius Group N.V.是一家“人工智能基础设施”公司，总部位于阿姆斯特丹 [1] - 公司运营着近十几个中心，其中一些是数据中心，一些面向客户，还有一些作为工程中心运营 [1]

文章核心观点 介绍将对Nebius Group近期财报及管理层电话会议评论进行分析，并引导观看视频、订阅及点击特别优惠链接 [1] 公司信息 - Nebius是一家由英伟达支持的云公司 [1] - Nebius Group股票代码为NBIS，在2025年2月19日交易日股价下跌5.76% [1] 时间信息 - 视频发布于2025年2月20日，使用的股价来自2025年2月19日交易日 [1]