Nebius Group N.V. (NBIS) is a Europe-based AI-infrastructure company with a 146.4% stock price increase in the past three months, outperforming the S&P 500. NBIS saw strong revenue growth of 385% in the last reported quarter due to high demand for its AI-infrastructure services. The company also holds stakes in high-growth tech ventures like ClickHouse, Toloka, TripleTen, and Avride.

NBIS has a majority interest stake in Toloka, backed by Jeff Bezos and Mikhail Parakhin, enabling rapid scaling. Avride has partnerships with major players like Uber and Hyundai. NBIS aims to effectively monetize these ventures to fuel its core business and add value for investors while managing debt and shareholder dilution.

CoreWeave (CRWV) is another AI-infrastructure company with 420% revenue growth in Q1 2025. They acquired Weights & Biases and are acquiring Core Scientific for $9 billion to expand their AI-cloud infrastructure footprint. Microsoft (MSFT) leads AI-infrastructure with Azure and invests in early-stage tech companies, including OpenAI. Azure is the exclusive cloud provider for OpenAI.

Nebius Group N.V. (NBIS) stock has gained 87.5% year-to-date, exceeding the industry average of 23.8%. NBIS shares trade at a price/book ratio of 3.87X, below the industry’s 4.1X ratio. The Zacks Consensus Estimate for NBIS’ 2025 earnings has remained stable. NBIS has a Zacks Rank #4 (Sell) and potential for value growth through its various investments and ventures.

Read more at Nasdaq: Can Nebius Monetize Its Bets on ClickHouse, Avride and Toloka?