Nebius Group: The AI Bottleneck Play The Market Still Underestimates
Nebius Group is rated a Buy for aggressive growth investors with a 12-month price target of $266, driven by its AI infrastructure and $46 billion in contracted backlog from Meta Platforms and Microsoft. The company reported Q4 2025 revenue of $227.7 million, with its core AI-cloud segment surging 802% year-over-year.
Nebius Group is a pure-play AI infrastructure company with a significant backlog. The company reported Q4 2025 revenue of $227.7 million, with its AI-cloud segment surging 802% year-over-year. Nebius has approximately $46 billion in contracted backlog from Meta Platforms and Microsoft, entering 2026 supply-constrained with legally binding demand. The analyst rates Nebius a Buy for aggressive growth investors with a 12-month price target of $266. Nebius exited 2025 with annualised recurring revenue of $1.25 billion. The company's current price is around $145.
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