Nebius Group (NASDAQ: NBIS) stock has surged in 2025, tripling in value while down 33% from all-time highs. With volatility, investors are uncertain about its future in 2026. Nebius, a technology company spun out of Yandex, offers AI infrastructure and is poised to double in value amid heavy AI spending.

Nebius has signed large contracts with Meta Platforms and Microsoft, projecting over 2.5 gigawatts of computing power for 2026. It reported a 355% revenue growth year over year in Q3, with expectations of $500-550 million in full-year revenue. Nebius anticipates significant growth in 2026, aiming for $900 million to $1.1 billion in annual recurring revenue.

Nebius management targets a $7-9 billion ARR by the end of 2026, fueling investor excitement. Despite profitability challenges and a high price-to-sales ratio, Nebius’ remarkable growth potential remains attractive. Market sentiment towards AI will influence Nebius’ stock performance in 2026, possibly doubling in price if bullish sentiment returns.

Investors are advised to carefully consider Nebius Group’s financial metrics and market sentiment before investing. The Motley Fool Stock Advisor team has identified alternative stock picks for potential high returns, emphasizing the importance of informed investment decisions. Stock Advisor’s track record showcases significant outperformance compared to the S&P 500, providing valuable insights for individual investors.

Read more at Yahoo Finance: Is Nebius Stock Set to Double in 2026?