"Well I covered the company and I initiated the rating on Nebius Group as a buy on October 22nd 2025. What do I think about it following the earnings results? The stock price is down over 7% following these announcements and the current market price at $102 is still well below the intrinsic value per share I calculated and updated today at $144. So I will be reiterating my buy rating for Nebius Group stock and I will remind investors that this should only be considered for investors with a very high risk tolerance. This is a high-risk, highreward type of investment."
The speaker reiterates a buy rating for Nebius Group stock, highlighting that its current market price of $102 is significantly below his updated intrinsic value of $144 following a 7% drop in price. He underscores the strong demand for the company's AI infrastructure and notes that this opportunity is recommended only for investors with high risk tolerance.
Should You Buy Nebius Stock After the Huge Investor Update? NBIS Stock Analysis
Parkev Tatevosian, CFA
November 12, 2025
Stock Idea