Nebius Group N.V. (NBIS) is trading near its 52-week high at $135.46, with a 48.9% gain in the past month, outperforming the Computer & Technology sector and Zacks Internet Software Services industry. The S&P 500 Composite is up 0.4% over the same period. The stock signals a bullish trend, trading above its moving averages.

Nebius has seen significant growth driven by AI infrastructure demand, reporting a revenue surge of 625% year over year to $105.1 million in the second quarter of 2025. The company expects to secure 220 megawatts of power by the end of 2025 and more than 1 gigawatt by the end of 2026. Nebius recently closed a deal with Microsoft worth $17.4 billion.

Despite strong growth prospects, Nebius faces challenges such as macroeconomic uncertainties and heavy capital spending. The stock’s high valuation, with a forward 12-month P/S ratio of 20.42, poses risks. Investors should consider these factors before investing, as the company is still in an aggressive expansion phase.

Zacks names a #1 semiconductor stock poised for growth in the AI, Machine Learning, and Internet of Things sectors. With strong earnings growth and a projected explosion in global semiconductor manufacturing, this under-the-radar company is set to capitalize on the market’s next growth stage. Investors can access more information for free.

Read more at Nasdaq: Nebius Stock Surges 49% in a Month: Should You Hold or Offload?