Nebius: Verticalization Is Strengthening The Bull Case
Nebius Group (NBIS) is maintaining a Buy rating with a target price of $400 per share over the next two years. The company reported a significant revenue increase of 684% year-over-year in Q1 2026, driven by strong demand for its AI-driven services. Vertical integration and strategic partnerships are expected to support continued growth and profitability.
- ▪Nebius Group's Q1 2026 revenues surged 684% year-over-year to $399 million.
- ▪The adjusted EBITDA margin expanded to 32.45%, with core AI cloud margins doubling quarter-over-quarter to approximately 45%.
- ▪Annual recurring revenue (ARR) reached $1.92 billion, reflecting a 674% year-over-year increase.
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