Nebius Q1 Earnings Preview: A Compounding AI Story Still Early

2026-05-04 09:00:00 ET

Investment Rating Update – "Buy"

Nebius Group ( NBIS ) is probably one of the hottest stock picks in the tech industry right now, serving as a critical neocloud representative with a strong, experienced management team aiming to achieve extraordinary execution over the next few years. The market seems to believe that the team will succeed, which is why the stock price has already risen by 545% over the past year and is still moving higher. Since my previous update on the stock in March 2026, when I assessed the company’s prospects following Nvidia’s ( NVDA ) direct investment in the business, Nebius Group has added almost one-third to its market cap—an impressive move given how quickly it occurred....

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