Is Nebius stock a buy today?

Nebius stock offers strong demand visibility from Meta and Microsoft, but valuation is high and free cash flow is negative. Street ratings skew Buy, while a quant model is cautious. We would treat it as a selective add on dips near support, then reassess after April 29 earnings and capacity updates.

How does Meta capex affect Nebius stock?

Meta plans to buy millions of Nvidia GPUs and use Nvidia Cloud Partners, which supports Nebius’s $3 billion contract and future cluster demand. The more Meta scales AI, the more compute Nebius can provision. Clear signals on GPU orders and deployment timing tend to lift sentiment around Nebius stock.

What is Nebius’s 2026 outlook for revenue and capacity?

Analysts model about $3.4 billion of 2026 revenue if Nebius energizes and fills capacity. Management targets roughly 800MW to 1GW this year, which would support larger training clusters. For Nebius stock, sustained utilization, stable pricing, and on-time GPU deliveries are the key drivers of meeting that outlook.

What are the main risks for Nebius stock?

Key risks include GPU supply timing, power and construction delays, pricing pressure from hyperscalers, and financing needs given negative free cash flow. High valuation magnifies downside if ramps slip. We would track backlog conversion rates, utilization levels, cash burn, and any changes to Meta capex or Nvidia availability.

Global Market Insights

NBIS Stock Today, February 25: Meta-Nvidia Spend Lifts Nebius Outlook

ByDanny Kontos February 25, 2026February 25, 2026

Nebius stock is in focus today, February 25, as Meta’s plan to buy millions of Nvidia GPUs lifts demand visibility for Nebius Group’s AI cloud buildout. Shares of NBIS trade at $102.58, up 1.96%, with a $97.75 to $103.75 intraday range. Nebius holds a $3 billion Meta contract and a backlog above $20 billion that includes Microsoft. Analysts model about $3.4 billion of 2026 revenue as capacity scales toward 800MW to 1GW. We break down what this means for Nebius stock, today and into 2026.