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Nebius Group N.V. (NBIS) — chart, structure and Closelook read

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Company snapshot — Nebius Group N.V.

NBIS in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Nebius builds infrastructure for AI workloads, running large GPU clusters and a cloud platform with developer tools for training and deploying models. It also owns TripleTen, an education service for technology careers, and Avride, which works on self-driving cars and delivery robots. The company has a partnership with Nvidia to expand its AI cloud capacity, and is based in the Netherlands after a rename from its former identity.
Where it sits in the stack
Nebius carries no seat in our Rubin index, so it sits in the diary's neocloud and GPU-rental sleeve, alongside firms that rent out AI compute rather than design or fabricate chips. Inside that sleeve it is a customer of the chip and equipment layers, buying GPUs to resell as cloud capacity to model builders.
Who it is priced against
Closelook's peer group for Nebius is neoclouds and GPU renters, the firms the market prices it against rather than plain sector peers: CoreWeave, IREN, Oracle and Applied Digital. A wider comparison the market draws is with the large cloud providers such as Microsoft Azure.
Why Closelook tracks it
Nebius holds a seat in our Euro-AI 50 index and carries a Closelook score, with momentum its strongest module and quality its weakest. The diary has quoted it across a Dossier on orchestration infrastructure, a Heresy piece on portfolio construction, and a Report tracking Nvidia-linked investment patterns.
What the diary watches
Whether the quality module improves as earnings consistency builds, given a mixed record of beats and misses noted in the diary's readings on the name.

Nebius Group N.V. (NBIS) trades on US exchanges, classified under Communication Services. Constituent of Euro-AI 50.

The Closelook company score reads 44/100 composite (momentum 59, quality 18, valuation 22) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for NBIS, from the same nightly bakes the boards use. Research diary readings, not advice.

The Street on this name 3 analyst actions on the wire · latest: initiation by HSBC, 2026-09-17

The Street on this name

Analyst actions and the latest print for NBIS from the Closelook wires — third-party opinions on the record, not our readings.

  • Initiation HSBC — at Outperform Initiated to Outperform 2026-09-17
  • Price target Truist — target 355 Target set to $355 (+47.7% to spot) 2026-09-09
  • Price target Goldman Sachs — target 328 from 286 Target raised to $328 from $286 (+48.7% to spot) 2026-08-25

3 actions on the analyst wire since 2026-08-13: 1 initiation, 2 target changes. Analyst wire → · Earnings wire →

Who it is priced against Neoclouds and GPU renters · 4 names with week and year-to-date

Peer group

Neoclouds and GPU renters

Curated competitor set — who the market prices this name against, not just who shares its sector.

Compared against NBIS on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Versus its index Agentic Ecosystem Index · Euro-AI 50 — the name, its sleeve and the index over day, week and month

Versus its index

The name against its Closelook index and its own sleeve — equal-weight, nightly closes.

Agentic Ecosystem Index · as of 2026-09-17

DayWeekMonth3 months
NBIS+4.1%−4.4%−12.3%−22.4%
Compute Operators+2.6%−1.1%−6.8%—
Agentic Ecosystem Index+2.5%+7.0%+3.9%—

Against the index: 11.4 pts behind on the week, 16.2 pts behind on the month; against its Compute Operators sleeve 5.5 pts behind on the month.

Euro-AI 50 · as of 2026-09-17

DayWeekMonth3 months
NBIS+4.1%−4.4%−12.3%−22.4%
Euro-AI 50+1.7%+0.9%−4.1%—

Against the index: 5.3 pts behind on the week, 8.2 pts behind on the month.

Returns from the index workers’ nightly closes; equal-weight sleeves. A relative reading from the research diary, not advice.

Weather around the name 3 macro readings: Money Temperature, Factor regime, Sovereign pressure

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 55/100 · S&P 500 fund at 58, above its 50- and 200-day averagesEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-17
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 94th percentile of the window, +2.7% over 20 sessions. Factor regime → 2026-09-17
  • Sovereign pressure Index 0.00 · down 0.41 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-17

FAQ · from the current data · as of 2026-09-18

Quick answers

What is Nebius Group N.V. (NBIS)?

Nebius Group N.V. trades as NBIS on the US exchange and is classified under Communication Services in the Closelook research universe, as of the registry build of 2026-09-18.

Is NBIS in a Closelook index?

Yes — Nebius Group N.V. is a constituent of Euro-AI 50, as of 2026-09-18.

What is Nebius Group N.V.'s Closelook composite score?

44 out of 100, with momentum 59, quality 18 and valuation 22 sub-scores, as of 2026-09-18. Scores are Closelook's own research readings, not ratings or investment advice.

What is Nebius Group N.V.'s earnings print record?

Across the 8 prints Closelook covers, Nebius Group N.V. beat EPS estimates 5 times and revenue estimates 3 times; the three-day reactions split 3 up, 1 flat and 4 down (moves beyond ±3%), as of the 2026-08-11 card. The full print-record card carries the per-print history.

Where does NBIS trade against its moving averages?

Up 4.1% at the close: Above both trend lines; one of the day's strongest moves. As of 2026-09-17 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

How is NBIS doing against its Closelook index?

Over the past month Nebius Group N.V. is −12.3% against +3.9% for the Agentic Ecosystem Index — 16.2 points behind its index, as of 2026-09-17. Its Compute Operators sleeve is −6.8% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.

What does Nebius Group N.V. do?

Nebius builds infrastructure for AI workloads, running large GPU clusters and a cloud platform with developer tools for training and deploying models. It also owns TripleTen, an education service for technology careers, and Avride, which works on self-driving cars and delivery robots. The company has a partnership with Nvidia to expand its AI cloud capacity, and is based in the Netherlands after a rename from its former identity. Closelook's peer group for Nebius is neoclouds and GPU renters, the firms the market prices it against rather than plain sector peers: CoreWeave, IREN, Oracle and Applied Digital. A wider comparison the market draws is with the large cloud providers such as Microsoft Azure.

Where does Nebius Group N.V. sit in the AI build-out?

Nebius carries no seat in our Rubin index, so it sits in the diary's neocloud and GPU-rental sleeve, alongside firms that rent out AI compute rather than design or fabricate chips. Inside that sleeve it is a customer of the chip and equipment layers, buying GPUs to resell as cloud capacity to model builders. Nebius holds a seat in our Euro-AI 50 index and carries a Closelook score, with momentum its strongest module and quality its weakest. The diary has quoted it across a Dossier on orchestration infrastructure, a Heresy piece on portfolio construction, and a Report tracking Nvidia-linked investment patterns.

What has Wall Street done on Nebius Group N.V. recently?

The most recent analyst action on Nebius Group N.V. on the Closelook wire is a initiation by HSBC on 2026-09-17 (at Outperform). 3 actions on the analyst wire since 2026-08-13: 1 initiation, 2 target changes. Analyst actions are third-party opinions recorded by the wire, not Closelook readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

Where has Closelook written about Nebius Group N.V.?

Nebius Group N.V. appears in 19 Closelook pieces, most recently Morning 10: Oil settles at $107.63, the 10-year hits 4.95% and the 30-year 5.36%, its highest since 2007: chips lead a fourth down day, Oracle beats and jumps 4% after hours, Adobe beats and slips — and Asia sells its chipmakers 3% to 7% (2026-09-11); Morning 10: Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000 (2026-09-09); Morning 10: The Treasury buys duration with bills, hard assets read it first — Bitcoin toward 70,000, gold through 4,400, as the minutes turn hawkish and Korea answers its crash with a buyback (2026-08-20). What Closelook said most recently: Our Euro-AI Sovereign 50 fell 1.5%, its chip-equipment group −4.4%, industrial automation −2.8% with Kion −5.8% and Munters −4.3%; enterprise software was the one group up, +0.4%, with OVHcloud +4.3% and Nynomic +4.6% the two best names… (Morning 10, 2026-09-11). The "Mentioned on Closelook" block on this page lists the long reads, the reference entries and the dailies that name it.

What does this page show?

A live price chart with SMA overlays and drawing tools for NBIS, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

Mentioned on Closelook 19 pieces · newest: Morning 10, “Oil settles at $107.63, the 10-year hits 4.95% and the 30-year 5.36%, its highest since 2007: chips lead a fourth down day, Oracle beats and jumps 4% after hours, Adobe beats and slips — and Asia sells its chipmakers 3% to 7%” (2026-09-11)

Mentioned on Closelook

Where NBIS appears in the diary — 19 pieces, newest first. Every link is our own writing.

Go deeper

Long reads

101 and glossary

Dailies

Related in the Closelook universe