NBIS Nebius Group N.V. Class A Ordinary Shares Loading... : Bullish and Bearish Analyst Opinions
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13:11
Sep 02
Sep 02
Sam Altman's remarks on OpenAI's compute profitability and skepticism of neoclouds are.
Sam Altman's remarks on OpenAI's compute profitability and skepticism of neoclouds are summarized as industry context, with tickers listed as read-through beneficiaries rather than explicit positions.
12:46
Sep 02
Sep 02
Author describes community-focused AI infrastructure development in Missouri without stating.
Author describes community-focused AI infrastructure development in Missouri without stating a personal position or forward-looking trade call.
12:30
Sep 02
Sep 02
Sandeman confirms NBIS is his biggest current holding in direct reply to being asked what.
Sandeman confirms NBIS is his biggest current holding in direct reply to being asked what stocks he owns, making it a clear long position.
09:54
Sep 02
Sep 02
Author reviews another fund's 13F holdings as a factual comparison to their own portfolio.
Author reviews another fund's 13F holdings as a factual comparison to their own portfolio, noting overlap but not stating new positions or forward calls on any ticker.
LOW
07:43
Sep 02
Sep 02
Author endorses the quoted $300 price target for NBIS by year-end.
Author endorses the quoted $300 price target for NBIS by year-end, framing it as a major opportunity below $200.
LOW
01:37
Sep 02
Sep 02
Buy NBIS on Dell AI demand signal
Buy NBIS because Dell's AI server strength shows AI demand remains off the charts, and NBIS should re-accelerate once macro and midterm overhangs clear.
MED
23:49
Sep 01
Sep 01
Author shares a friend's technical levels for daily watch but emphasizes macro and fundamentals.
Author shares a friend's technical levels for daily watch but emphasizes macro and fundamentals override short-term TA, so no directional position is taken.
LOW
23:25
Sep 01
Sep 01
NBIS covered-call writer holds long exposure
Author discloses an ongoing NBIS covered-call writing strategy, implying an existing long stock position and a preference for collecting premium.
MED
23:21
Sep 01
Sep 01
NBIS catalyst: Sept 16 Fed/CPI
Notes NBIS down 30% from its August 14 high and flags the September 16 Fed/CPI as the key catalyst for high-beta names.
MED
23:05
Sep 01
Sep 01
Short put on NBIS described, no directional view
Speaker describes mechanics of a short put position on NBIS, noting obligation to buy shares at $200 if stock falls, no directional view stated.
LOW
22:28
Sep 01
Sep 01
NBIS site approval news; no position.
Watch NBIS because the post reports phase-3 site approval news without explicit author ownership, buy language, or a forward actionable call.
MED
19:41
Sep 01
Sep 01
Buy six names into market fear
Buy NBIS, CIFR, MU, CRDO, MRVL and PENG now because the market is in fear, which the author views as a better entry than the June peak.
MED
17:57
Sep 01
Sep 01
Author reflects on a strong September performance driven by NBIS's Microsoft deal.
Author reflects on a strong September performance driven by NBIS's Microsoft deal, but frames it as past performance rather than a current position or forward call.
LOW
17:39
Sep 01
Sep 01
The author sarcastically dismisses the parent's NBIS-focused post as repetitive.
The author sarcastically dismisses the parent's NBIS-focused post as repetitive, offering no directional view on the stock.
LOW
16:09
Sep 01
Sep 01
Compute supply-demand timeline question, no directional view
Speaker poses an open question about the compute supply/demand timeline without committing to a directional view on NBIS or any other AI name.
LOW
15:27
Sep 01
Sep 01
The tweet is a rhetorical, past-tense recollection of a strong earnings report.
The tweet is a rhetorical, past-tense recollection of a strong earnings report, not a current position or forward-looking call.
LOW
15:20
Sep 01
Sep 01
Accumulate NBIS on dips before Q3/Q4 earnings.
Continue accumulating NBIS on the way down, using options structures like butterfly spreads to lower cost basis; key gap-fill level at 169.26 offers best entry ahead of Q3/Q4 earnings with potential 2027 guidance.
MED
15:09
Sep 01
Sep 01
Long NBIS on accelerating infrastructure buildout
Long NBIS because the author sees AI infrastructure buildout still accelerating and his NBIS model excludes higher-stack software revenue for conservatism, implying upside optionality.
MED
14:58
Sep 01
Sep 01
Gap-fill discussion without author call.
Author asks whether others added to the NBIS gap-fill and comments on self-fulfilling market narratives, but does not state personal ownership, buy/hold intent, or a forward stock call.
MED
14:15
Sep 01
Sep 01
The author expresses frustration about NBIS price action without stating a position.
The author expresses frustration about NBIS price action without stating a position or directional call, so it is indexed as watch.
LOW
14:04
Sep 01
Sep 01
The author notes that the gap in NBIS has been filled.
The author notes that the gap in NBIS has been filled, a technical observation without a directional call.
LOW
13:20
Sep 01
Sep 01
NBIS hike dip, rally assumed
Expects NBIS to dip on a rate hike but rally thereafter; provides no specific catalyst or investment rationale beyond macro speculation.
LOW
13:15
Sep 01
Sep 01
Accumulate NBIS below $200.
The speaker views the sub-$200 price level as an attractive entry point, suggesting buyers should accumulate NBIS as it trades at this valuation; the catalyst is the price level itself, with implied upside as the stock moves higher from here.
MED
12:45
Sep 01
Sep 01
Buy NBIS at $160 on support break. Timeframe: medium-term
Expresses a clear limit order to buy NBIS heavily if price falls to $160, contingent on breaking $198 support. Indicates a tactical long entry at a specific lower price level with defined downside target. Thesis short: Buy NBIS at $160 on support break. Timeframe: medium-term
MED
12:43
Sep 01
Sep 01
Author disagrees with parent's bearish take, arguing IREN and NBIS should delay capacity.
Author disagrees with parent's bearish take, arguing IREN and NBIS should delay capacity contracts to capture better economics, but expresses no explicit position or directional call.
LOW
12:31
Sep 01
Sep 01
The author agrees that NBIS is progressing steadily without delays.
The author agrees that NBIS is progressing steadily without delays, but expresses no personal position or directional call.
LOW
10:08
Sep 01
Sep 01
NBIS bullish as neocloud face despite risks
Go long NBIS as it becomes the face of the neocloud sector, with extreme bullishness persisting even as bear cases resurface.
MED
09:48
Sep 01
Sep 01
Author shares a podcast interview about his role at Nebius and AI infrastructure investing.
Author shares a podcast interview about his role at Nebius and AI infrastructure investing, but expresses no personal position or trade call.
09:43
Sep 01
Sep 01
NBIS zoning approval clears key hurdle
Long NBIS after the quoted update reports Pennsylvania Gigafactory Phase III zoning was officially approved, clearing a key permitting hurdle for the datacenter project.
LOW
09:29
Sep 01
Sep 01
Author shares an interview summary with Dylan Bristot on AI infrastructure bottlenecks.
Author shares an interview summary with Dylan Bristot on AI infrastructure bottlenecks, but expresses no personal position or directional call on Nebius.
LOW
About NBIS Analyst Coverage
Buzzberg tracks NBIS (Nebius Group N.V. Class A Ordinary Shares) across 117 sources. 2147 bullish vs 20 bearish calls from 138 analysts. Sentiment: predominantly bullish (45%). 4680 total trade ideas tracked. Past 7 days: 44 bullish, 1 bearish, 152 watch. Latest voices: pequityresearch, demian_ai, sandeman52.