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23

NBIS

๐Ÿ“ก Communication Services

Nebius Group N.V.

Conservative #1237Aggressive #542High Risk
$104.88-1.17%
Day High$108.32
Day Low$102.01
Volume8.3M
Mkt Cap$25.2B
52W Low $1852W High $141
Market Cap
$24.8B
P/E Ratio
N/A
Rev Growth
462.2%
Sector avg: 15.8%
Earnings Growth
-7.5%
Profit Margin
-334.9%
Sector avg: -116.3%
Debt/Equity
0.02

Why This Score

NBIS scores 22.8 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Minimal leverage (D/E 0.02) provides financial flexibility and downside protection.
Risk Factors
  • Momentum reversion risk: Extreme momentum (202%) increases mean-reversion probability. 5-point penalty applied.
  • Above-average volatility (31.0%) may not suit conservative risk tolerance.

Net penalties of -10.1 points significantly impact the ranking. Without these adjustments, NBIS would rank considerably higher.

Score Breakdown

Overall Score22.8
Fundamental Score34.4
ML Score15.0

Score by Horizon

3 Month
16.7
6 Month
18.6
Primary
1 Year
19.6

Quality Assessment

C
Quality Grade
Average quality โ€” moderate profitability or leverage
Speculative Classification
Speculative growth โ€” negative margins and ROE with momentum-driven price action. High risk of mean reversion.
Conservative score reduced by 3 points.

Position Sizing

Suggested Allocation
2.6%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
89
Positive
Analyst (6.4%)
75
Favorable
Tradability (post-hoc)
98
Grade A
Base
22.4
SHAP
+1.8
Factors
-0.7
Divergence
-0.7
Final
22.8
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

68AVG
Value40
Quality40
Growth90
Stability90
Investment80

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)40.0
Technical (Momentum, Weinstein, Volatility)72.0
External (Sentiment, Analyst, Macro)91.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
-16.8% to -10.3%
Medium-term
-23.1% to -13.7%
Long-term
-29.1% to -16.8%

ML Model Core Features100 trained inputs โ†’ ML Score: 15

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score75.0/100
Target Upside+55.9%
Coverage4 analysts
Market Sentiment
Sentiment Score88.5/100
News Volume1 articles
Technical Stage
Weinstein Stage2 โ€” Advancing
12M Momentum+2.0%
6M Momentum+0.4%
Volatility+0.3%
Momentum & Technical
Momentum Acceleration+158.2%
Momentum ConsistencyWeak (0.22)
Relative Strength vs Sector+201.7%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality+1.290
Momentum BreadthBroad โœ“
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
0%
Low risk
Sector RevGr Rank
P100
Revenue growth vs Communication Services peers
Sector PE Rank
P36
Valuation vs Communication Services peers
Sector FCF Rank
P32
Free cash flow vs Communication Services peers
Growth Deviation
+3.0ฯƒ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 34 relative to sector peers34/100
Machine learning ensemble ranks this stock at the 15th percentileP15
Blended score: 80% fundamental (34) + 20% ML (15) = 30.530.5
Risk assessment: low. Low vol 0.3%; Drawdown 36% โ†’ 0.0pt; Positive momentum 202% โ†’ -5.0ptLow
Earnings quality grade C: mixed earnings quality, some red flags. Score adjusted by 0 pointsGrade C
SHAP feature alignment: +1.8pt (features align with model priorities)SHAP
Divergence penalty: -0.7pt (ML 19pt lower)Divergence
Risk Factors
Speculative: SPEC_GROWTH (3.0pt penalty)Speculative

Sector Peer Comparison(Communication Services โ€” Rank #55 of 60 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
NBIS22.8N/A462.2%-334.9%$24.8B
GOOGL83.028.315.1%32.8%$3.7T
EA79.275.1-1.3%15.0%$50.4B
MTCH75.612.83.4%15.8%$7.5B
META72.327.222.2%30.1%$1.7T
TIGO70.610.12.5%4.4%$11.6B
JOYY68.21.9-1.3%83.2%$3.3B
BZ66.921.923.6%21.5%$7.6B
NXST65.814.49.6%13.4%$7.2B
CMCSA62.65.9-0.0%16.2%$113.2B
SIRI62.59.5-1.6%9.4%$7.1B
EVER60.210.473.7%8.4%$615M
TMUS60.222.68.5%12.4%$245.5B
NWS60.212.62.4%12.2%$14.9B
NFLX59.730.415.9%24.3%$326.1B
VEON57.76.08.3%15.2%$3.9B
Sector Average44.466.015.8%-116.3%โ€”

Market Sentimentvia FMP

Analyst Consensus
Buy4 analysts
Buy: 4
Price Target
$156consensus
Low $125Median $140High $232
+49.1% to consensus target

Company Overviewvia FMP

Nebius Group N.V., operates as a technology company that engages in building full-stack infrastructure to service the global AI industry. Its businesses include Nebius, an AI-centric cloud platform built for intensive AI workloads. Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. The company's businesses also comprise Toloka AI, a data partner for various stages of generative AI development; TripleTen, an edtech player re-skilling people for careers in tech; and Avride, which develops autonomous driving technology for self-driving cars and delivery robots. The company was formerly known as Yandex N.V. and changed its name to Nebius Group N.V. in August 2024. Nebius Group N.V. was founded in 1989 and is headquartered in Amsterdam, the Netherlands with R&D hubs across Europe, North America and Israel.

CEO
Arkady Volozh
Employees
1,371
Beta
1.15
Industry
Internet Content & Information
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
74.9
Overbought
Trend
Bullish
10-day vs 50-day MA
From 52W High
-25.7%
High: $141.1
From 52W Low
+472.8%
Low: $18.31
Moving Averages
10-Day
$100.70
Above
20-Day
$94.00
Above
50-Day
$93.70
Above
200-Day
$81.10
Above
60-Day Support
$73.52
60-Day Resistance
$110.5
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 โ€” AdvancingScore: 75/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+29.3%
200 SMA Slope (60d)
+32.78%
Rising
Volume Ratio
1.1x
10d avg vs 50d avg
Days in Stage
14
Confidence: 90%
Key Reversal Detected (2026-02-20)

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$228M$146M$105M$55M
Gross Profit$159M$103M$75M$26M
Operating Income$-235M$-130M$-111M$-130M
Net Income$-250M$-120M$584M$-114M
EPS (Diluted)$-0.99$-0.47$2.45$-0.48
Gross Margin69.9%70.6%71.4%46.7%
Operating Margin-103.0%-89.1%-105.8%-234.2%
Net Margin-109.6%-81.9%556.0%-205.4%

Why This Stock

Communication ServicesRevenue growth 462.2%

Tradability FilterGrade A โ€” 98/100Score impact: -21.9pt

Volume
100
16.0M avg/day
Dollar Vol
100
$1.6B/day
Float
100
203M shares
Mkt Cap
87
$24.8B
Range
100
671% spread
Composite Liquidity Score98/100
FDCBA
Free Float
84.5%
Outstanding Shares
240M
Bid-Ask Spread
671.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.