Nebius Group’s stock is on the rise, impressing investors with its explosive growth rates and demand for AI infrastructure services surpassing capacity. Formerly known as Yandex, Nebius rebranded after divesting Russian assets and saw its shares resume trading at $14.29 per share. Its stock currently trades at about $98, offering potential for big gains over the next few decades.

In 2024, Nebius saw its revenue soar 462% to $117.5 million, with adjusted EBITDA at negative $266.4 million. By the first nine months of 2025, revenue surged 437% year over year to $302.1 million, with adjusted EBITDA improving to negative $79.9 million. The company expects to achieve an annualized run rate of $7 billion to $9 billion in revenue by the end of 2026.

Analyzing Nebius’ growth projections, analysts forecast a CAGR of 302% in revenue from 2024 to 2027, with adjusted EBITDA turning positive in 2026 and more than tripling in 2027. The company has secured significant deals with Microsoft and Meta Platforms, expecting further customer growth as it expands its AI infrastructure offerings and data center capacity.

With a market cap of $24.7 billion, Nebius remains reasonably valued at 7.5 times 2026 sales and 3.3 times 2027 sales. The AI infrastructure market is projected to grow at a CAGR of 30.4% from 2024 to 2030, providing long-term growth potential for Nebius. While speculative, the stock could offer significant returns if it continues to execute on its growth strategy.

Considering Nebius Group for investment? While the stock shows promise, it was not among the Motley Fool’s top 10 stock picks. Historically, the Stock Advisor team has identified stocks with substantial returns, such as Netflix and Nvidia. Joining Stock Advisor could provide insight into potential high-growth opportunities in the market.

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