Nebius Group N.V. (NBIS) up More Than 9.8% Since FQ4 2025 Earnings Release, Here’s What You Need to Know

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Nebius Group N.V. (NBIS) up More Than 9.8% Since FQ4 2025 Earnings Release, Here’s What You Need to Know

Talha Qureshi

Wed, February 18, 2026 at 2:56 AM GMT+9 2 min read

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NBIS

-1.87%

​Nebius Group N.V. (NASDAQ:NBIS) is one of the Best Performing Foreign Stocks to Buy Now. Wall Street maintains a bullish sentiment on Nebius Group N.V. (NASDAQ:NBIS) after the company missed earnings estimates for fiscal Q4 2025 on February 12. The stock has gained more than 9.8% since the release.

​The company posted staggering year-over-year revenue growth of more than 500% to reach $227.7 million, but fell slightly short of the consensus by $15.09 million. The EPS of negative $0.68 also missed the consensus by $0.15. Management attributed growth to be driven by continued demand for computing capacity across the globe. Notably, Nebius grew its Core AI Cloud revenue by $214.2 million, reflecting more than 800% year-over-year increase.

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​Moreover, the negative earnings were also mainly due to the heavy investment in capacity expansion, product development, and GPUs. As a result, the cost of revenue increased 225% year-over-year to $68.5 million in Q4 2025.

Founder and CEO, Arkady Volozh, noted, ​“The increase was due to the expansion of our core AI cloud business, primarily from expenses incurred for co-location and operating lease agreements, as well as the hiring to support our growing data-center operations.”

Following the release, on February 13, Nehal Chokshi from Northland Securities reiterated a Buy rating on the stock with a $211 price target. On the same day, Alex Platt from D.A. Davidson also reiterated a Buy rating on the stock with a $150 price target.

​​Nebius Group N.V. (NASDAQ:NBIS), headquartered in Amsterdam, develops and operates an AI cloud infrastructure designed for training and inference of advanced machine learning models.

While we acknowledge the potential of NBIS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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