Ticker archive
What was said about Nebius Group
This is the TubeRank file on NBIS. Price calls from finance YouTube are kept here with the original quote, then checked against the market once their window closes. Read it the way you would a research notebook.
NBISNebius Group
$236.12as of 10h ago
The record, in brief
5 calls from 2 channels are on file for NBIS. None have resolved yet, so there is no hit rate to report. 1 is still pending. The record leans bullish: 4 bullish and 1 bearish.
- On file
- 5
- Hit rate
- —
- Pending
- 1
- Channels
- 2
recorded calls
nothing resolved yet
awaiting a result
4 bullish · 1 bearish
No chart in this file yet
Plotting needs at least two calls that each have a price target and a video date. What we do have is listed below.
Calls, by channel
Grouped by who said it. The latest thesis is written out; open a channel for the calls we kept, newest first.
Meet Kevin3 callsBullishKevin highlights Nebius's strong balance sheet, sizable cash position, and manageable debt load as reasons to view it favorably compared to more indebted neoclouds, especially amid rising borrowing costs.
Kevin highlights Nebius's strong balance sheet, sizable cash position, and manageable debt load as reasons to view it favorably compared to more indebted neoclouds, especially amid rising borrowing costs.
Earlier theses (2)
Kevin reviews a bullish Goldman Sachs note on Nebius driven by strong per-megawatt compute deal pricing, a new Groq/Nvidia chip partnership, and a Bloom Energy power deal, while noting his own valuation model is more conservative than Goldman's. He flags risks around reliance on upfront customer deposits inflating cash flow, the sustainability of current elevated GPU rental pricing, and Nebius's smaller scale relative to peers like SpaceX and Google.
Kevin views Nebius as part of a group of AI infrastructure/data center plays that he believes will end up as long-term bag holders once compute commoditizes and rental yields compress.
“Nebius has a way better balance sheet, dude.”
“Our Stock AI forecast right now has Neveah sitting at a fair value of about $238.”
“I hate them long term because I think uh they'll be bag holders in the future.”
Jo Bhakdi2 callsBullishThe host frames Nebius as a leading 'Neocloud' that is a direct beneficiary of rising GPU rental prices, since Neoclouds are laser-focused on AI compute versus diversified hyperscalers. He personally holds the stock (bought around $175-180 during a dip) and believes it and other Neoclouds will keep rising as long as compute prices stay elevated.
The host frames Nebius as a leading 'Neocloud' that is a direct beneficiary of rising GPU rental prices, since Neoclouds are laser-focused on AI compute versus diversified hyperscalers. He personally holds the stock (bought around $175-180 during a dip) and believes it and other Neoclouds will keep rising as long as compute prices stay elevated.