"Cantor's Overweight initiation centers on Nebius Group's positioning as a full-stack AI cloud infrastructure and GPU compute platform riding surging enterprise demand for AI compute capacity. The firm sees Nebius as a credible alternative to hyperscalers, and with capacity sold out in Q4 2025, the demand story is clear."
"Nebius Group is a spinoff from Yandex, the Russian internet giant, and has reinvented itself as a pure-play AI infrastructure business. Its core product, Nebius AI Cloud, provides GPU-based compute, storage, and managed inference services."
"Nebius's revenue tells the growth story clearly: Q4 2025 revenue reached $227.7 million, up 503.6% year-over-year, and the company exited 2025 with an annualized run-rate revenue of $1.25 billion."
Cantor initiated coverage of Nebius Group with an Overweight rating and a $129 price target, indicating confidence in the company's growth in AI infrastructure. Nebius, a spinoff from Yandex, focuses on GPU-based compute and storage services, with 94% of revenue from its AI Cloud. The company reported a 503.6% year-over-year revenue increase in Q4 2025, reaching $227.7 million. Nebius aims for an annualized run-rate revenue of $7 billion, driven by strong demand for AI compute capacity and a growing customer base.
Read at 24/7 Wall St.
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