Veytics Intelligence
2026-09-14 · Yahoo

Nebius Keeps Getting My Money. There Is One Reason and It Is Not Hype.

Quick Read Nebius (NBIS) holds $40 billion in contracted backlog against a $49 billion market cap, with customers prepaying between 50 and 60 percent of capex. Microsoft signed an $18 billion Nebius agreement and NVIDIA injected $2 billion in equity, validating the pure-play over owning MSFT or NVDA directly. CEO Arkady Volozh says Nebius could sell its entire 2027 capacity today, with a capacity auction clearing 15% above its highest-ever Blackwell pricing. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Nebius Group didn't make the cut. Enter your email to see the names that beat NBIS. The report is free. Enter your email and see if any of your stocks made the cut.

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