"Shares of Nebius Group ( NASDAQ:NBIS) surged 14% in the past week, rebounding from a sharp 20% decline. Despite volatility, retail investor sentiment on platforms such as Reddit and X remains bullish, with an average sentiment score of 88. The AI cloud infrastructure company has captured attention following its Q4 2025 earnings report, which revealed revenue of $227.7 million (up 547% year-over-year) and its first positive Group Adjusted EBITDA of $15 million."
"Mentions of NBIS on Reddit's r/WallStreetBets have increased sharply, with users sharing bullish commentary about the company's 28% stake in ClickHouse, valued at approximately $15 billion. One popular post highlighted this asset, garnering 294 upvotes and 25 comments. Users discussed how the ClickHouse stake represents an underappreciated component of NBIS's valuation story, with one commenter noting the disconnect between the market cap and the value of this single asset alone."
"Another trader went all-in with NBIS full-port LEAPS, calling it "the most asymmetrical AI play on the market" ahead of earnings. The post detailed their conviction that NBIS offers a unique opportunity to gain exposure to AI infrastructure buildout at a fraction of the cost of established players, with the trader emphasizing the company's partnerships with major tech firms and its aggressive capacity-expansion plans."
Shares of Nebius Group rose 14% in the past week after rebounding from a 20% decline. Retail investor sentiment on Reddit and X averaged 88 and remained largely bullish. Q4 2025 revenue reached $227.7 million, up 547% year‑over‑year, and Group Adjusted EBITDA was positive $15 million. Annual recurring revenue stood at $1.25 billion. Major partnerships with Microsoft and Meta and a 28% stake in ClickHouse (valued near $15 billion) boosted optimism. The company reported a Q4 net loss of $249.6 million and trades at an extreme price‑to‑sales ratio of 61.42x.
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