NBIS Nebius Group N.V. Class A Ordinary Shares Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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09:45
Jun 04
Jun 04
Buy NBIS — author explicitly states they are actively purchasing shares, reaffirming a prior bullish thesis that the stock is not overvalued relative to peers.
MED
08:23
Jun 04
Jun 04
The author observes that short sellers of NBIS consistently delete their posts, implying skepticism about the sustainability of the short thesis without taking a position themselves.
LOW
08:02
Jun 04
Jun 04
NBIS co-mentioned as the alternative to BRUN in a comparative allocation musing; author expresses uncertainty about NBIS's upside potential, no position disclosed.
LOW
07:27
Jun 04
Jun 04
Author considering exiting NBIS to redeploy into higher-conviction BRUN; no fundamental bearish thesis stated, purely a concentration/conviction reallocation.
MED
05:31
Jun 04
Jun 04
Buy NBIS because management has deliberately over-built data center capacity as a structural buffer against delays, supply for major Microsoft and Meta contracts is already locked, and the company is positioned to beat guidance even if individual projects slip — a classic sandbagging setup.
MED
05:02
Jun 04
Jun 04
Watch NBIS as part of a hypothetical forced-buy five-year AI infrastructure basket; author says valuation matters and does not make a current buy recommendation.
LOW
04:56
Jun 04
Jun 04
Buy neocloud compute providers IREN, NBIS, CRWV as AI demand bottlenecks create pricing power for infrastructure owners; compute scarcity is a structural tailwind.
MED
02:45
Jun 04
Jun 04
Author selects NBIS as the most attractive risk/reward among MRVL, CRDO, and NBIS for long-term investors, per direct ranking request; no supporting reasoning provided.
MED
00:13
Jun 04
Jun 04
Author sold NBIS at $225 to buy POWI at $70, expressing a clear long position in POWI while keeping NBIS as a past trade with no current directional view.
LOW
20:44
Jun 03
Jun 03
Buy NBIS — author has rebuilt to a 25% portfolio position after tactical trim/rebuy cycle, with conviction that an unspecified deal catalyst is imminent; active position management suggests high personal conviction in near-term catalyst.
MED
18:16
Jun 03
Jun 03
Named as a valuation comp for BRUN at 7-8x EV/ARR; author suggests BRUN could re-rate toward NBIS multiple, implying NBIS is the premium neocloud benchmark.
MED
17:21
Jun 03
Jun 03
Buy NBIS as author's highest-conviction holding, citing belief in substantially higher valuation upside versus peer $IREN; no specific catalyst given, but represents an active preference and implied current positioning.
MED
16:55
Jun 03
Jun 03
The author speculates on indirect connections between Nebius and Anthropic through Higgsfield and ClickHouse but explicitly states no deal exists and is thinking out loud.
LOW
16:23
Jun 03
Jun 03
Prefers NBIS over CRWV as the long-term bet, citing a 'winners keep winning' dynamic without specific near-term catalysts.
MED
14:50
Jun 03
Jun 03
Baron Capital (Ron Baron) disclosed a new Q1 position in Nebius, citing its AI cloud infrastructure build-out, GPU bare-metal contracts with Microsoft and Meta, and a thesis that H100 residual values exceed depreciation assumptions.
MED
14:16
Jun 03
Jun 03
Factual announcement of an upcoming conference appearance by NBIS executive; no directional view expressed.
LOW
12:37
Jun 03
Jun 03
Watch NBIS: author tags @Sandeman52 and references image/caption about shorting NBIS; this is not an own first-person short disclosure by the speaker and provides no standalone catalyst or trade thesis.
LOW
12:27
Jun 03
Jun 03
The author challenges short sellers to prove them wrong about $NBIS, suggesting a predictable short attack but not taking a personal position.
LOW
11:46
Jun 03
Jun 03
Author endorses the parent's bullish thesis on Nebius as the top neocloud pick with a price target from $84 to $260, calling it incomparable to peers.
10:43
Jun 03
Jun 03
Author expresses relief that NBIS recovered after a brutal post-earnings drawdown but does not state a current position or forward call.
LOW
10:29
Jun 03
Jun 03
Watch NBIS as the most undervalued cloud GPU/AI infrastructure play; author argues it has superior financing structure vs peers and a compelling sum-of-parts valuation via ~83% stake in Avride (~$6B) and ~28% stake in Clickhouse (~$7B), against a ~$21B market cap with $4.8B cash and 700%+ Y/Y revenue growth. No explicit ownership language confirmed.
MED
10:22
Jun 03
Jun 03
The author asks a clarifying question about whether the parent poster is still long NBIS, without stating their own position or direction.
LOW
10:17
Jun 03
Jun 03
Long NBIS as the author's highest-conviction Neocloud pick. Thesis: $8B midpoint ARR next year, $4.7B+ cash, no debt overhang, no hyperscaler contract dependency, and diversified enterprise clients (Meta, MSFT, ACN, SHOP). Author frames it as the purest AI-infra asymmetry in the sector.
HIGH
08:18
Jun 03
Jun 03
Author expresses overall bullishness on IREN but explicitly states a stronger preference for NBIS, indicating a long bias on NBIS while IREN remains a watch.
07:31
Jun 03
Jun 03
Buy NBIS as the author sees additional upside from ~1GW of remaining capacity yet to be contracted, implying further deal announcements ahead beyond any already-disclosed agreement.
MED
07:14
Jun 03
Jun 03
Observes OpenAI CFO's mention of working with 'other neoscalers', hinting NBIS may be a partner. Speculative, no directional commitment.
LOW
04:05
Jun 03
Jun 03
Author is actively accumulating NBIS on dips after trimming and re-adding; believes active trading around core position has added ~10% extra capital versus buy-and-hold.
MED
01:03
Jun 03
Jun 03
The author asks a clarifying question about whether someone bought NBIS below $200, without stating their own position or forward-looking view.
LOW
22:16
Jun 02
Jun 02
The author compares NBIS favorably to CoreWeave on financial health but does not state a personal position or explicit forward call, so NBIS is watch.
21:28
Jun 02
Jun 02
Author nominates NBIS as a long-term savings pick in direct response to a request for a single conviction stock, implying bullish view with no specific catalyst stated.
MED
About NBIS Analyst Coverage
Buzzberg tracks NBIS (Nebius Group N.V. Class A Ordinary Shares) across 45 sources. 625 bullish vs 3 bearish calls from 54 analysts. Sentiment: predominantly bullish (66%). 945 total trade ideas tracked.