Nebius Group today
- 52-week range
- $ 14.09
▼
$ 43.66
- Value is valuable
- $ 51.00
Nebius Group shares NASDAQ: NBIS On Monday, he took on a nasal signal, sharply falling by almost 40% after the release of the latest AI Deepseek model. The shock wave of this announcement caused stimulating fear of sales in the field of artificial intelligence and semiconductors, and NBI were one of the most cruel hits.
Although since then, the shares have restored almost 50% of losses on Monday, it remains almost 18% within a week on Friday. The key question now is whether the appearance of Deepseek is a serious threat to NBIS or that this sale provides a convincing possibility of purchase. A few days before the release of DeepSeek NBIS, he traded at a record high maximums. So, now is it a deal, or violation of AI from China changes a long -term prospect?
What is Nebius, and where is the value?
Nebius Group NV is a technological company AI, based in the Netherlands, which offers a diverse portfolio of services controlled by artificial intelligence. Its main enterprises include Nebius AI, a cloud platform specializing in the deployment of AI and solutions for machine learning. Toloka AI focuses on generative AI, especially in the training of models and data generation. Another branch of the company, Avride, provides autonomous solutions for vehicles for logistics and driving. Finally, Tripleten is the EdTech platform, which disputes students of STEM and technology skills.
Since its debut in the market, Nebius raised $ 700 million due to private placement, attracting investments from NVIDIA and Accel Ventures. The company positioned itself as a strong player in the infrastructure of AI, which makes it a sharp decrease especially remarkable.
DEPSEEK release influence on nbis
Inexpensive innovations in the field of Deepseek forced investors to worry about the traditional business model of artificial intelligence infrastructure, on which NBIS is based on income. Despite the fact that NBIS integrated DeepSeek models into its AI studio, fears are preserved that economically effective alternatives of AI will reduce the demand for high -class artificial intelligence services, affecting NBIS price and profitability. While some can consider this as an opportunity for NBIS to use DeepSeek technologies, dominant market sentiments based on the price action this week, it consisted in the fact that it poses a competitive threat, not assets.
Dipsek fundamentally changes the prospects of the company?
Despite the panic of the investor, the launch of Deepseek, apparently, does not yet change the long-term NBIS trajectory. Several key factors suggest that the market reaction can be exaggerated.
NEBIUS Group promotion today
$ 51.00
53.62% growthBuy
Based on 1 assessment of analysts
| High forecast | $ 51.00 |
|---|---|
| Average forecast | $ 51.00 |
| Low forecast | $ 51.00 |
Details of the forecast of the shares of Nebius Group
In the third quarter of 2024, Nebius published an impressive surge in income up to 43.3 million dollars. USA, which amounted to 200% of a quarter quarter. The only segment of the infrastructure of artificial intelligence grew by 300% QoQ and 650% year, demonstrating a strong demand for services. At the current pace, Nebius is on the way to reaching the annual revenue rate of $ 120 million, and forecasts indicate an income of 750 to 1 billion US dollars by 2025.
On January 22, 2025, Nebius expanded its generative capabilities of AI, launching the AI models with open source through its Nebius AI studio. This step strengthens its proposals for the service of AI, positioning the company as a potential leader in the decisions of the next generation.
Nebius quickly expanded his infrastructure of AI. He recently opened the data center in Kansas City and plans to open another US cluster in 2025. The company’s strategic initiatives include partnerships with Uber Technologies for autonomous vehicles, confirming its ability to use AI in several industries.
Thanks to $ 2.3 billion. The United States in the form of cash reserves and a significant increase in income, Nebius is well capitalized for navigation for malfunctions of the AI market. This financial fund softens competitive pressure and allows the company to invest in R&D, partnerships and the expansion of infrastructure. The existing Nebius partnership with NVIDIA creates the potential for additional cooperation with other key players using its NVDA partnership.
Autonomous expansion of delivery to Avrid
AVRIDE, the key subsidiary of Nebius, quickly reaches an achievement in the field of autonomous delivery. On Thursday, he announced partnerships with Grubhub for the deployment of robotic services for the delivery of food in college campuses throughout the United States. The initial fleet of 100 robots is already active at the University of Ohio, and the next generation models are scheduled for deployment.
Cross -reaction in the market?
While the appearance of Deepseek as an economical supplier of AI caused a wide panic, Nbis seems fundamentally strong. The company continues to expand its artificial intelligence services, improve its infrastructure and develop through strategic partnerships. Due to the strong financial position, an increase in income and a solid support in the infrastructure of AI, Nebius, apparently, is well relied on the weather industry and uses future growth. The current sale may represent a convincing entrance point for investors who want to bet on the long -term power of companies engaged in the infrastructure of AI, such as Nebius.
Before considering Nebius Group, you will want to hear it.
Marketbeat monitors the highest and most effective analysts with the most effective Wall Street analysts and promotions that they recommend to their customers daily. Marketbeat has identified five shares that leading analysts quietly whisper to their clients to buy now before the wider market wins … and Nebius Group was not on the list.
While Nebius Group currently has a “purchase” rating among analysts, analysts with the highest rating believe that these five promotions are better buying.
View five shares here
If the company general, COO and financial director of the company sold shares, would you like to know? Marketbeat has just made its list of twelve actions that corporate insiders refuse. Fill in the form below to see which companies compiled the list.
Get this free report