Nebius Group Surges on AI Infrastructure Expansion and NVIDIA Partnership

What's Going On With Nebius Stock Today? - Nebius Group (NASDAQ:NBIS), Alger 35 ETF (ARCA:ATFV)

Our government trade tracker caught Pelosi's 169% AI winner. Discover how to track all 535 Congress member stock trades today. Shares of Nebius Group N.V. NBIS are trading higher in the premarket session on Wednesday following major announcements at GTC 2025. The AI infrastructure company revealed it will be an early adopter cloud provider for NVIDIA's cutting-edge Blackwell Ultra platform, offering customers access to NVIDIA GB300 NVL72-powered instances. By the end of 2025, Nebius plans to provide accelerated computing through 72 NVIDIA Blackwell Ultra GPUs, unlocking powerful on-demand AI capabilities for enterprises and AI developers. As part of the announcement, Nebius confirmed the general availability of NVIDIA Blackwell GPU capacity at its U.S. data centers starting in the second quarter of 2025. This will give AI builders access to world-class infrastructure for developing next-generation AI models. Also Read: Nvidia AI Boom Just Beginning As Blackwell Gains Traction And Rubin Ultra Raises The Power Bar, Says Gene Munster: 'Investors Are Still Skeptical' In addition to this, Nebius has been named an ecosystem partner for NVIDIA's Dynamo Inference Engine, an open-source framework for deploying generative AI at scale. A facility in New Jersey will be dedicated exclusively to NVIDIA Blackwell-architecture GPUs. The company is also planning to deploy NVIDIA HGX B200 at its Kansas City data center by second quarter of 2025. "As one of the first GPU cloud providers to offer NVIDIA Blackwell and Blackwell Ultra-powered instances, Nebius will enable its customers to accelerate next-generation reasoning models, AI agents and physical AI applications," said Dave Salvator, director of accelerated computing products at NVIDIA. Earlier in March, the company announced the planned construction of a new data center in New Jersey with up to 300 MW capacity. The data center Nebius has commissioned in New Jersey will be built to Nebius's design, enabling the company to achieve maximum efficiency and offer superlative performance to customers. The facility is a phased development expandable up to 300 MW, with the first capacity likely completed as early as summer 2025. According to Benzinga Pro, NBIS stock has gained over 28% in the past year. Investors can gain exposure to the stock via Alger 35 ETF ATFV. Price Action: NBIS shares are trading higher by 2.65% to $26.35 premarket at last check Wednesday. Read Next: Sam Altman Wants To Get Rid Of AI Bots In Video Games: Here's The Why And How Photo: Shutterstock ATFVAlger 35 ETF --% Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full Score Edge Rankings Momentum76.80 Growth- Quality- Value- Price Trend Short Medium Long Overview NBISNebius Group NV $26.202.06% Market News and Data brought to you by Benzinga APIs

Nebius Group Unusual Options Activity - Nebius Group (NASDAQ:NBIS)

Investors with a lot of money to spend have taken a bullish stance on Nebius Group NBIS. And retail traders should know. We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga. Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with NBIS, it often means somebody knows something is about to happen. So how do we know what these investors just did? Today, Benzinga's options scanner spotted 14 uncommon options trades for Nebius Group. This isn't normal. The overall sentiment of these big-money traders is split between 50% bullish and 35%, bearish. Out of all of the special options we uncovered, 5 are puts, for a total amount of $178,988, and 9 are calls, for a total amount of $512,240. What's The Price Target? Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $24.5 to $75.0 for Nebius Group during the past quarter. Volume & Open Interest Trends In today's trading context, the average open interest for options of Nebius Group stands at 2334.54, with a total volume reaching 8,974.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Nebius Group, situated within the strike price corridor from $24.5 to $75.0, throughout the last 30 days. Nebius Group Option Activity Analysis: Last 30 Days Noteworthy Options Activity: Symbol PUT/CALL Trade Type Sentiment Exp. Date Ask Bid Price Strike Price Total Trade Price Open Interest Volume NBIS CALL SWEEP BULLISH 01/16/26 $9.4 $9.2 $9.4 $27.00 $94.1K 401 102 NBIS CALL SWEEP BEARISH 08/15/25 $3.1 $3.0 $3.0 $40.00 $90.0K 1.2K 346 NBIS CALL SWEEP BEARISH 05/16/25 $0.65 $0.55 $0.55 $45.00 $66.6K 13.4K 1.2K NBIS CALL TRADE BEARISH 04/17/25 $1.3 $1.2 $1.2 $32.00 $60.0K 768 525 NBIS CALL TRADE BULLISH 01/15/27 $6.0 $5.5 $5.8 $75.00 $58.0K 5.1K 221 About Nebius Group Nebius Group NV is a tech company. It is a European provider of infrastructure and services to AI builders globally. The group builds full-stack infrastructure to service the growth of the AI industry, including the scale of GPU clusters, cloud platforms, tools, and services for developers. It has R&D hubs across Europe, North America and Israel. Present Market Standing of Nebius Group Currently trading with a volume of 7,977,194, the NBIS's price is up by 1.99%, now at $26.18. RSI readings suggest the stock is currently may be approaching oversold. Anticipated earnings release is in 132 days. What Analysts Are Saying About Nebius Group 3 market experts have recently issued ratings for this stock, with a consensus target price of $56.67. Turn $1000 into $1270 in just 20 days? 20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. Click here for access. * An analyst from BWS Financial persists with their Buy rating on Nebius Group, maintaining a target price of $60. * An analyst from BWS Financial has decided to maintain their Buy rating on Nebius Group, which currently sits at a price target of $60. * An analyst from DA Davidson has revised its rating downward to Buy, adjusting the price target to $50. Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely. If you want to stay updated on the latest options trades for Nebius Group, Benzinga Pro gives you real-time options trades alerts. NBISNebius Group NV $27.597.50% Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full Score Edge Rankings Momentum- Growth95.43 Quality- Value8.52 Price Trend Short Medium Long Overview Market News and Data brought to you by Benzinga APIs

Smart Money Is Betting Big In NBIS Options - Nebius Group (NASDAQ:NBIS)

Deep-pocketed investors have adopted a bearish approach towards Nebius Group NBIS, and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in NBIS usually suggests something big is about to happen. We gleaned this information from our observations today when Benzinga's options scanner highlighted 26 extraordinary options activities for Nebius Group. This level of activity is out of the ordinary. The general mood among these heavyweight investors is divided, with 42% leaning bullish and 46% bearish. Among these notable options, 8 are puts, totaling $667,080, and 18 are calls, amounting to $1,284,638. Projected Price Targets After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $13.0 and $60.0 for Nebius Group, spanning the last three months. Volume & Open Interest Development Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Nebius Group's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Nebius Group's significant trades, within a strike price range of $13.0 to $60.0, over the past month. Nebius Group Option Activity Analysis: Last 30 Days Largest Options Trades Observed: Symbol PUT/CALL Trade Type Sentiment Exp. Date Ask Bid Price Strike Price Total Trade Price Open Interest Volume NBIS PUT SWEEP BEARISH 03/28/25 $0.8 $0.7 $0.78 $28.00 $232.2K 6.3K 6.1K NBIS PUT SWEEP BEARISH 03/28/25 $0.8 $0.7 $0.77 $28.00 $225.0K 6.3K 3.1K NBIS CALL SWEEP BEARISH 05/16/25 $3.5 $3.4 $3.4 $30.00 $170.0K 9.6K 580 NBIS CALL SWEEP BEARISH 05/16/25 $3.4 $3.3 $3.4 $30.00 $166.6K 9.6K 1.0K NBIS CALL TRADE BULLISH 04/17/25 $4.3 $4.1 $4.3 $26.00 $107.5K 793 113 About Nebius Group Nebius Group NV is a tech company. It is a European provider of infrastructure and services to AI builders globally. The group builds full-stack infrastructure to service the growth of the AI industry, including the scale of GPU clusters, cloud platforms, tools, and services for developers. It has R&D hubs across Europe, North America and Israel. After a thorough review of the options trading surrounding Nebius Group, we move to examine the company in more detail. This includes an assessment of its current market status and performance. Nebius Group's Current Market Status Currently trading with a volume of 8,168,646, the NBIS's price is up by 8.36%, now at $29.23. RSI readings suggest the stock is currently is currently neutral between overbought and oversold. Anticipated earnings release is in 127 days. What The Experts Say On Nebius Group Over the past month, 2 industry analysts have shared their insights on this stock, proposing an average target price of $55.0. Unusual Options Activity Detected: Smart Money on the Move Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. Click here for access. * In a cautious move, an analyst from DA Davidson downgraded its rating to Buy, setting a price target of $50. * An analyst from BWS Financial has decided to maintain their Buy rating on Nebius Group, which currently sits at a price target of $60. Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Nebius Group with Benzinga Pro for real-time alerts. NBISNebius Group NV$29.348.77%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum-Growth96.20Quality-Value8.58Price TrendShortMediumLongOverviewMarket News and Data brought to you by Benzinga APIs

Why Nebius Is A High-Conviction Play (NASDAQ:NBIS)

With a $7B market cap vs. CoreWeave's $23B, NBIS stock could double or triple if it scales successfully in the AI cloud race. Investment Thesis Nebius Group N.V. (NASDAQ:NBIS) is a compelling investment prospect as a new player in the AI infrastructure space, recently funded by NVIDIA Corporation (NVDA). It has built a robust AI cloud ecosystem on state-of-the-art proprietary Yiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential winners before they break out, focusing on asymmetric opportunities (with at least upside potential of 2-3X outweighing the downside risk). By leveraging market inefficiencies and contrarian insights, we seek to maximize long-term compounding while protecting against capital impairment.Risk management is paramount -- we seek a strong margin of safety to protect against capital impairment while maximizing long-term compounding. Our 4-5 year investment horizon allows us to ride out volatility, ensuring that patience, discipline, and intelligent capital allocation drive outsized returns over time.Investment Methodology: Identifying High-Conviction Opportunities1️⃣ Leadership & Management Analysis * Proven track record in scaling businesses. * Smart capital allocation and insider ownership. * Consistent revenue growth and credible guidance. 2️⃣ Market Disruption & Competitive Positioning * Strong technology moat and first-mover advantage. * Network effects that drive exponential growth. * Market penetration in high-growth industries. 3️⃣ Financial Health & Risk Management * Sustainable revenue growth with efficient cash flow. * Strong balance sheet and long-term survival runway. * Avoiding excessive dilution and financial weakness. 4️⃣ Valuation & Asymmetric Risk/Reward * Revenue multiples vs. peers and DCF modeling. * Institutional backing and market sentiment analysis. * Ensuring downside protection with massive upside. 5️⃣ Portfolio Construction & Risk Control * Core Positions (50-70%) - High-confidence, stable plays. * Growth Bets (20-40%) - High-risk, high-reward opportunities. * Speculative (5-10%) - Moonshot disruptors with massive potential. Analyst's Disclosure: I/we have a beneficial long position in the shares of NBIS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Nebius: A 10x AI Growth Story Still Flying Under Wall Street's Radar (NASDAQ:NBIS)

Despite execution risks and possible backloaded AAR growth, the projected growth justifies the 11 P/S ratio. I maintain my strong buy rating. As a European AI infrastructure company, Nebius Group N.V. (NASDAQ:NBIS) is attracting more interest from US investors, particularly after the economic uncertainty brought by the new administration. Since my last article on Nebius, shares are Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well, you can land a Jumbo on the spread and still have clearance for take-off. From time to time, I buy shares, mostly to not be categorized as a degen by my fellow investor friends, therefore the 50%-50% allocation. My timeframe tends to be between 3-24 months.I like stocks that have experienced a recent sell-off due to non-recurrent events, particularly when insiders are buying shares at the new lower price. This is how I often screen through thousands of stocks, mainly in the US, although I may own shares in banana republics. I use fundamental analysis to check the health of companies that pass through my screening process, their leverage, and then compare their financial ratios with the sector, and industry median and average. I also do professional background checks of each insider who purchased shares after the recent sell-off. I use technical analysis to optimize the entry and exit points of my positions. I mainly use multicolor lines for support and resistance levels on weekly charts. From time to time I draw trend lines, taken for granted, in multicolor patterns. Note: I tried to keep my introduction as real, and authentic as possible. I dislike empty suits, high-level BS, deep-level BS, unnecessary jargon, and self-indulgent, third-person written introductions with an air of superiority.Thanks for reading my introduction! Analyst's Disclosure: I/we have a beneficial long position in the shares of NBIS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.