Nebius Stock Surges 70% YTD, A Strong Growth Play in Cloud Services Sector

Nebius (NASDAQ:NBIS) stock has surged 70% YTD, focusing on high-performance infrastructure for AI workloads. Revenue saw a 385% YoY growth in Q1 2025, standing out with a close relationship with Nvidia and a vertically integrated model. Nebius targets $750M-$1B annual revenue by 2025, making it a strong growth play in the cloud services sector.

Nebius’s partnership with Nvidia and vertically integrated model set it apart from competitors, offering preferred access to GPUs and optimized performance. With a transparent billing model and strong growth outlook, Nebius stock may be a buy at $48 per share, trading at 8.5x FY’26 revenue and targeting significant revenue growth in the coming years.

Nebius’s proprietary technology stack gives it a competitive edge over rivals, with strong financials and a debt-free balance sheet. In contrast, CoreWeave carries significant debt that could impact profitability in the long run. Nebius’s focus on hardware and software integration allows for performance fine-tuning, positioning it well for long-term success in the cloud services market.

Investors looking for market-beating portfolios can consider Trefis’s RV strategy or the High Quality portfolio for strong returns. Nebius’s growth potential and innovative approach to cloud services make it an intriguing investment opportunity for those seeking exposure to the high-performance infrastructure segment.

Read more at Nasdaq: Up 70% This Year, Is Nebius Stock The Best Cloud Play For AI Age?