Nebius (NBIS) stock dove today after the Netherlands-based internet and technology company’s shares underwent a rally yesterday. That rally saw the stock jump nearly 7%, pushing the stock to a new all-time high. The reason for the increased stock price was Nvidia (NVDA) revealing a 1.2 million-share stake in the company.
Discover the Best Stocks and Maximize Your Portfolio:
- See what stocks are receiving strong buy ratings from top-rated analysts.
- Filter, analyze, and streamline your search for investment opportunities with TipRanks’ Stock Screener.
Nvidia has increased its investments in AI companies recently as it expands partnerships. This makes sense as Nvidia is a leader in the AI space with its software and hardware powering AI technology globally. Nvidia’s investment spurred investor interest and confidence in NBIS stock, resulting in yesterday’s rally.
Why Is NBIS Stock Down?
Despite Nvidida’s vote of confidence in Nebius, the company’s shares fell following the release of its latest earnings report. Investors weren’t pleased by its adjusted net loss of $87.5 million, which grew 3% from the $85.3 million reported in Q4 2023.
One positive note was revenue of $37.9 million increasing 466% year-over-year. Fueling this growth was Nebius’ core AI infrastructure business, which rose 602% from Q4 2023. The company saw similar gains for the full year of 2025 with a 462% increase to $117.5 million.
Despite its strong revenue growth and NVDA investment, shareholder confidence gave out today, sending the shares 8.68% lower as of this writing. Even so, the stock is still up 47.8% year-to-date. Today’s drop comes with heavy trading as over 19 million shares changed hands compared to a three-month daily average of 12.72 million units.
Is NBIS Stock a Buy, Sell, or Hold?
Turning to Wall Street, only one analyst has covered Nebius in the last three months. Five-star BWS Financial analyst Hamed Khorsand has a Buy rating and a $51 price target for NBIS stock, representing a potential 23.64% upside. More analysts may start covering the stock following Nvidia’s investment and its latest earnings report.
