Nebius: Why I'm Pounding The Table (Rating Upgrade)

2026-03-11 06:04:38 ET

As you can see in the chart below, my bullishness on Nebius Group N.V. ( NBIS ) has paid off quite nicely. In mid-December, I reiterated my buy rating, and since then the stock has gained over 20%. Back then, I found strengthening fundamentals and a robust outlook. While the valuation wasn't cheap, the risk/reward was viewed as opportunistic given the extraordinary trajectory of the company. Nebius reported their latest round of earnings in February, and so today, we'll see whether the bull thesis remains intact or not....

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