2025 Q3 -tulosraportti
83 päivää sitten56 min
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11.2025 | |
| 2025 Q2 -tulosraportti | 7.8.2025 | |
| 2025 Q1 -tulosraportti | 20.5.2025 | |
| 2024 Q4 -tulosraportti | 20.2.2025 | |
| 2024 Q3 -tulosraportti | 31.10.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
1 t sitten1 t sittenIm actually worried
·33 min sittenFor what then? What is happening today has very little to do with Nebius. It's the market. Sometimes it sours. Then it eventually turns around. Statistics show that all market downturns lead to new upturns _every_ time. That is, 100% probable.
3 min sitten · Muokattu3 min sitten · MuokattuYes but it might take several years. For example, took Cisco 25 years to recover from the previous ATH price. If your money was tied up to it for 25 years, you missed some real gains as that money could have been placed elsewhere, even basic index would have gained you 500%. So yes Nevius might reach +140 again, but it might take many many years
1 t sitten1 t sittenYahoo finance: Nebius Group N.V. (NASDAQ:NBIS) is one of the most promising cloud stocks according to analysts. On January 20, Nebius Group N.V. (NASDAQ:NBIS) was selected by the Israel Innovation Authority to operate and develop the company’s national supercomputer infrastructure as part of a state initiative supporting AI. The firm won the contract following a competitive process, with the systems already operational and ready to deploy 1,000 Nvidia B200 accelerators.
·6 t sittenAccording to Yahoo Finance, Nebius has won the role in Israel's national AI supercomputer project via the Israel Innovation Authority. It is a real, public project — not just hype. Amidst a very red market, it's nice to see concrete progress and new contracts. In the short term, it will probably be drowned out by unrest, but long-term it's a plus for the case. Not a recommendation.
·2 t sittenAgree that it strengthens the case. Although operations are settled at a lower rate per token, the subsidies for hardware and expansion are a huge helping hand. This minimizes Nebius' financial risk in the actual construction of the center, while they secure a massive, state-owned reference customer.
·9 t sittenMy analysis suggests that the market misprices the latency and scale of Nebius' capacity expansion. Realizing the ARR target of 7–9 billion dollars is a fundamental re-evaluation of the stock, and Nebius is positioned to transition from a speculative growth company to an infrastructure asset. Nebius is capable of delivering high-performance computing (HPC) at a speed and scale that rivals the established triumvirate Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP). Nebius' valuation in 2026 is inherently linked to the "supercycle" of investments in AI infrastructure. Understanding the supply-demand imbalance in this sector is crucial for validating the credibility of the ARR ceiling of 9 billion dollars. The jump from 6,35 billion dollars (May 2025) to 15 billion dollars (January 2026) – a 2,5-doubling in approximately 8 months – proves that the demand for data analytics capable of handling AI workloads is exploding. As of 2025/2026, the demand for AI computing continues to exceed supply by a significant margin. Industry reports indicate that the global market for AI infrastructure is expected to expand with a CAGR of approximately 24 % to 36 % until the early 2030s. While the initial surge (2023–2024) was driven by model training (which required massive, tightly coupled clusters), 2026 will see a massive increase in inference workloads. Large-scale inference requires lower latency and high availability, still demanding massive GPU memory bandwidth. Nebius’ Token Factory is positioned to capture both workloads. Hyperscalers (AWS/Azure/GCP) have capacity limitations, leading them to shift workloads to partners like CoreWeave and Nebius. This "capacity overflow" is a significant revenue driver for Nebius. Clickhouse, the "hidden gem," is now a 4,2 billion dollar war chest. A primary fear for Nebius shareholders was that the company would have to issue vast amounts of new shares (and thereby dilute shareholders) to purchase expensive NVIDIA GPUs. Nebius now does not necessarily need to sell the shares (ATM program, convertible bonds, and equity raise); they can use this highly valued stake in Clickhouse as collateral to secure favorable loans. The risk of "cash burn" is significantly reduced. Strategic synergy. The acquisition of Langfuse is the strategic icing on the cake. It changes the narrative about ClickHouse from "just a fast database" to a critical part of the AI stack. Langfuse = LLM observability: Langfuse allows developers to monitor and debug large language models (LLMs) in production. This is exactly the type of tool Nebius customers (who train/run models on Nebius GPUs) need. In addition to its core business in AI infrastructure, Nebius Group includes other companies growing under distinct individual brands such as Avride, Tripleten, and Toloka. Nebius was also selected by the Israel Innovation Authority, as part of a state program to support the development of artificial intelligence, to develop and operate its national supercomputer infrastructure. The transition from NVIDIA's Hopper architecture (H100/H200) to the Blackwell architecture (B200/GB200) and then a new leap to Vera Rubin NVL72 (availability in the second half of 2026) is a defining feature of the 2026 landscape. This phase is capital-intensive but creates a formidable moat. The power bottleneck. The primary limitation in 2026 is no longer just silicon (GPUs), but electrons (power). Data centers require enormous amounts of energy. A traditional rack uses 8–10 kW; an NVIDIA NVL72 rack can consume up to 120 kW. This 10-fold increase in power density has created a battle for grid capacity. Nebius’ announcement that they are aiming for 2,5 GW capacity is a direct response to this bottleneck. In this market, having a power contract is arguably more valuable than the GPUs themselves. The primary risk to the ARR target is construction delays. Supply chain constraints on power distribution units (PDUs), cooling distribution units (CDUs), and the GPUs themselves are widespread. ARR vs. GAAP revenues. It is important to note that ARR is a "snapshot" measurement (December 2026 revenues x 12). GAAP revenues for 2026 may only be 3,5 billion dollars, but the stock will trade on the exit velocity (ARR). Investors pay for the future run rate, not the last twelve months.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q3 -tulosraportti
83 päivää sitten56 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 1 t sitten1 t sittenIm actually worried·33 min sittenFor what then? What is happening today has very little to do with Nebius. It's the market. Sometimes it sours. Then it eventually turns around. Statistics show that all market downturns lead to new upturns _every_ time. That is, 100% probable.3 min sitten · Muokattu3 min sitten · MuokattuYes but it might take several years. For example, took Cisco 25 years to recover from the previous ATH price. If your money was tied up to it for 25 years, you missed some real gains as that money could have been placed elsewhere, even basic index would have gained you 500%. So yes Nevius might reach +140 again, but it might take many many years
- 1 t sitten1 t sittenYahoo finance: Nebius Group N.V. (NASDAQ:NBIS) is one of the most promising cloud stocks according to analysts. On January 20, Nebius Group N.V. (NASDAQ:NBIS) was selected by the Israel Innovation Authority to operate and develop the company’s national supercomputer infrastructure as part of a state initiative supporting AI. The firm won the contract following a competitive process, with the systems already operational and ready to deploy 1,000 Nvidia B200 accelerators.
- ·6 t sittenAccording to Yahoo Finance, Nebius has won the role in Israel's national AI supercomputer project via the Israel Innovation Authority. It is a real, public project — not just hype. Amidst a very red market, it's nice to see concrete progress and new contracts. In the short term, it will probably be drowned out by unrest, but long-term it's a plus for the case. Not a recommendation.·2 t sittenAgree that it strengthens the case. Although operations are settled at a lower rate per token, the subsidies for hardware and expansion are a huge helping hand. This minimizes Nebius' financial risk in the actual construction of the center, while they secure a massive, state-owned reference customer.
- ·9 t sittenMy analysis suggests that the market misprices the latency and scale of Nebius' capacity expansion. Realizing the ARR target of 7–9 billion dollars is a fundamental re-evaluation of the stock, and Nebius is positioned to transition from a speculative growth company to an infrastructure asset. Nebius is capable of delivering high-performance computing (HPC) at a speed and scale that rivals the established triumvirate Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP). Nebius' valuation in 2026 is inherently linked to the "supercycle" of investments in AI infrastructure. Understanding the supply-demand imbalance in this sector is crucial for validating the credibility of the ARR ceiling of 9 billion dollars. The jump from 6,35 billion dollars (May 2025) to 15 billion dollars (January 2026) – a 2,5-doubling in approximately 8 months – proves that the demand for data analytics capable of handling AI workloads is exploding. As of 2025/2026, the demand for AI computing continues to exceed supply by a significant margin. Industry reports indicate that the global market for AI infrastructure is expected to expand with a CAGR of approximately 24 % to 36 % until the early 2030s. While the initial surge (2023–2024) was driven by model training (which required massive, tightly coupled clusters), 2026 will see a massive increase in inference workloads. Large-scale inference requires lower latency and high availability, still demanding massive GPU memory bandwidth. Nebius’ Token Factory is positioned to capture both workloads. Hyperscalers (AWS/Azure/GCP) have capacity limitations, leading them to shift workloads to partners like CoreWeave and Nebius. This "capacity overflow" is a significant revenue driver for Nebius. Clickhouse, the "hidden gem," is now a 4,2 billion dollar war chest. A primary fear for Nebius shareholders was that the company would have to issue vast amounts of new shares (and thereby dilute shareholders) to purchase expensive NVIDIA GPUs. Nebius now does not necessarily need to sell the shares (ATM program, convertible bonds, and equity raise); they can use this highly valued stake in Clickhouse as collateral to secure favorable loans. The risk of "cash burn" is significantly reduced. Strategic synergy. The acquisition of Langfuse is the strategic icing on the cake. It changes the narrative about ClickHouse from "just a fast database" to a critical part of the AI stack. Langfuse = LLM observability: Langfuse allows developers to monitor and debug large language models (LLMs) in production. This is exactly the type of tool Nebius customers (who train/run models on Nebius GPUs) need. In addition to its core business in AI infrastructure, Nebius Group includes other companies growing under distinct individual brands such as Avride, Tripleten, and Toloka. Nebius was also selected by the Israel Innovation Authority, as part of a state program to support the development of artificial intelligence, to develop and operate its national supercomputer infrastructure. The transition from NVIDIA's Hopper architecture (H100/H200) to the Blackwell architecture (B200/GB200) and then a new leap to Vera Rubin NVL72 (availability in the second half of 2026) is a defining feature of the 2026 landscape. This phase is capital-intensive but creates a formidable moat. The power bottleneck. The primary limitation in 2026 is no longer just silicon (GPUs), but electrons (power). Data centers require enormous amounts of energy. A traditional rack uses 8–10 kW; an NVIDIA NVL72 rack can consume up to 120 kW. This 10-fold increase in power density has created a battle for grid capacity. Nebius’ announcement that they are aiming for 2,5 GW capacity is a direct response to this bottleneck. In this market, having a power contract is arguably more valuable than the GPUs themselves. The primary risk to the ARR target is construction delays. Supply chain constraints on power distribution units (PDUs), cooling distribution units (CDUs), and the GPUs themselves are widespread. ARR vs. GAAP revenues. It is important to note that ARR is a "snapshot" measurement (December 2026 revenues x 12). GAAP revenues for 2026 may only be 3,5 billion dollars, but the stock will trade on the exit velocity (ARR). Investors pay for the future run rate, not the last twelve months.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
100
Myynti
Määrä
100
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11.2025 | |
| 2025 Q2 -tulosraportti | 7.8.2025 | |
| 2025 Q1 -tulosraportti | 20.5.2025 | |
| 2024 Q4 -tulosraportti | 20.2.2025 | |
| 2024 Q3 -tulosraportti | 31.10.2024 |
2025 Q3 -tulosraportti
83 päivää sitten56 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 12.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11.2025 | |
| 2025 Q2 -tulosraportti | 7.8.2025 | |
| 2025 Q1 -tulosraportti | 20.5.2025 | |
| 2024 Q4 -tulosraportti | 20.2.2025 | |
| 2024 Q3 -tulosraportti | 31.10.2024 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 1 t sitten1 t sittenIm actually worried·33 min sittenFor what then? What is happening today has very little to do with Nebius. It's the market. Sometimes it sours. Then it eventually turns around. Statistics show that all market downturns lead to new upturns _every_ time. That is, 100% probable.3 min sitten · Muokattu3 min sitten · MuokattuYes but it might take several years. For example, took Cisco 25 years to recover from the previous ATH price. If your money was tied up to it for 25 years, you missed some real gains as that money could have been placed elsewhere, even basic index would have gained you 500%. So yes Nevius might reach +140 again, but it might take many many years
- 1 t sitten1 t sittenYahoo finance: Nebius Group N.V. (NASDAQ:NBIS) is one of the most promising cloud stocks according to analysts. On January 20, Nebius Group N.V. (NASDAQ:NBIS) was selected by the Israel Innovation Authority to operate and develop the company’s national supercomputer infrastructure as part of a state initiative supporting AI. The firm won the contract following a competitive process, with the systems already operational and ready to deploy 1,000 Nvidia B200 accelerators.
- ·6 t sittenAccording to Yahoo Finance, Nebius has won the role in Israel's national AI supercomputer project via the Israel Innovation Authority. It is a real, public project — not just hype. Amidst a very red market, it's nice to see concrete progress and new contracts. In the short term, it will probably be drowned out by unrest, but long-term it's a plus for the case. Not a recommendation.·2 t sittenAgree that it strengthens the case. Although operations are settled at a lower rate per token, the subsidies for hardware and expansion are a huge helping hand. This minimizes Nebius' financial risk in the actual construction of the center, while they secure a massive, state-owned reference customer.
- ·9 t sittenMy analysis suggests that the market misprices the latency and scale of Nebius' capacity expansion. Realizing the ARR target of 7–9 billion dollars is a fundamental re-evaluation of the stock, and Nebius is positioned to transition from a speculative growth company to an infrastructure asset. Nebius is capable of delivering high-performance computing (HPC) at a speed and scale that rivals the established triumvirate Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP). Nebius' valuation in 2026 is inherently linked to the "supercycle" of investments in AI infrastructure. Understanding the supply-demand imbalance in this sector is crucial for validating the credibility of the ARR ceiling of 9 billion dollars. The jump from 6,35 billion dollars (May 2025) to 15 billion dollars (January 2026) – a 2,5-doubling in approximately 8 months – proves that the demand for data analytics capable of handling AI workloads is exploding. As of 2025/2026, the demand for AI computing continues to exceed supply by a significant margin. Industry reports indicate that the global market for AI infrastructure is expected to expand with a CAGR of approximately 24 % to 36 % until the early 2030s. While the initial surge (2023–2024) was driven by model training (which required massive, tightly coupled clusters), 2026 will see a massive increase in inference workloads. Large-scale inference requires lower latency and high availability, still demanding massive GPU memory bandwidth. Nebius’ Token Factory is positioned to capture both workloads. Hyperscalers (AWS/Azure/GCP) have capacity limitations, leading them to shift workloads to partners like CoreWeave and Nebius. This "capacity overflow" is a significant revenue driver for Nebius. Clickhouse, the "hidden gem," is now a 4,2 billion dollar war chest. A primary fear for Nebius shareholders was that the company would have to issue vast amounts of new shares (and thereby dilute shareholders) to purchase expensive NVIDIA GPUs. Nebius now does not necessarily need to sell the shares (ATM program, convertible bonds, and equity raise); they can use this highly valued stake in Clickhouse as collateral to secure favorable loans. The risk of "cash burn" is significantly reduced. Strategic synergy. The acquisition of Langfuse is the strategic icing on the cake. It changes the narrative about ClickHouse from "just a fast database" to a critical part of the AI stack. Langfuse = LLM observability: Langfuse allows developers to monitor and debug large language models (LLMs) in production. This is exactly the type of tool Nebius customers (who train/run models on Nebius GPUs) need. In addition to its core business in AI infrastructure, Nebius Group includes other companies growing under distinct individual brands such as Avride, Tripleten, and Toloka. Nebius was also selected by the Israel Innovation Authority, as part of a state program to support the development of artificial intelligence, to develop and operate its national supercomputer infrastructure. The transition from NVIDIA's Hopper architecture (H100/H200) to the Blackwell architecture (B200/GB200) and then a new leap to Vera Rubin NVL72 (availability in the second half of 2026) is a defining feature of the 2026 landscape. This phase is capital-intensive but creates a formidable moat. The power bottleneck. The primary limitation in 2026 is no longer just silicon (GPUs), but electrons (power). Data centers require enormous amounts of energy. A traditional rack uses 8–10 kW; an NVIDIA NVL72 rack can consume up to 120 kW. This 10-fold increase in power density has created a battle for grid capacity. Nebius’ announcement that they are aiming for 2,5 GW capacity is a direct response to this bottleneck. In this market, having a power contract is arguably more valuable than the GPUs themselves. The primary risk to the ARR target is construction delays. Supply chain constraints on power distribution units (PDUs), cooling distribution units (CDUs), and the GPUs themselves are widespread. ARR vs. GAAP revenues. It is important to note that ARR is a "snapshot" measurement (December 2026 revenues x 12). GAAP revenues for 2026 may only be 3,5 billion dollars, but the stock will trade on the exit velocity (ARR). Investors pay for the future run rate, not the last twelve months.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
100
Myynti
Määrä
100
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
-VWAP
Alin
-Vaihto ()
VWAP
Ylin
-Alin
-Vaihto ()
Välittäjätilasto
Dataa ei löytynyt