Nebius Group’s Stock Reaches New Heights: Microsoft Deal and AI Infrastructure Growth Fuel Success
Breaking News: Microsoft Partnership Propels Nebius Stock
Nebius Group N.V. (NASDAQ: NBIS) stock has surged 36% to $87.20 following the announcement of a commercial agreement with Microsoft on September 8, 2025. This landmark development comes amid a series of impressive achievements for the Amsterdam-based AI infrastructure company.
Strong Financial Performance
The company has demonstrated exceptional performance in Q2 2025, achieving a remarkable 625% year-over-year revenue growth, alongside significant margin expansion. The company’s Annual Recurring Revenue (ARR) has reached $430 million, exceeding forecasts of $372-403 million and marking a 39% sequential growth. The reported revenue stood at $105.1 million, representing a 106% quarter-over-quarter increase.
Company Overview and Strategic Position
Nebius Group NV operates as a technology company providing infrastructure and services to AI builders worldwide. Their flagship offering, Nebius AI, is an AI-centric cloud platform delivering full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company’s portfolio includes specialized brands such as Toloka AI for generative AI development, TripleTen for tech education, and Avride for autonomous driving technology.
Future Outlook and Market Position
Looking ahead, Nebius Group has raised its revenue guidance, projecting an annualized run rate of US$900 million to US$1.1 billion by the end of 2025. The company’s strategic partnership with Nvidia, which provides early access to Blackwell Superchips, is fueling rapid AI-cloud growth. According to 4 analysts, NBIS stock maintains a “Strong Buy” rating, with a 12-month price target of $70.0.
The company’s commitment to growth is evidenced by significant capital expenditure, with over $540 million invested in the first quarter alone, and projections of up to $2 billion for the full year to meet growing demand.
