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Nebius Group Secures $2.9 Billion GPU Services Deal with Meta

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Nebius Group Secures $2.9 Billion GPU Services Deal with Meta

Meet Your ETF AI Analyst

Nebius Group ( (NBIS) ) has shared an update.

On November 1, 2025, Nebius, Inc., a subsidiary of Nebius Group N.V., entered into a significant commercial agreement with Meta Platforms, Inc. to provide GPU infrastructure services over a five-year period. The agreement, valued at approximately $2.9 billion, involves deploying GPU services in two phases scheduled for December 2025 and February 2026. This collaboration is expected to enhance Nebius’s market position and financial stability, as the cash flow from the deal will support capital expenditures. The agreement includes standard provisions such as service level commitments and termination rights, ensuring both parties are protected.

The most recent analyst rating on (NBIS) stock is a Buy with a $150.00 price target. To see the full list of analyst forecasts on Nebius Group stock, see the NBIS Stock Forecast page.

Spark’s Take on NBIS Stock

According to Spark, TipRanks’ AI Analyst, NBIS is a Neutral.

Nebius Group’s overall stock score is primarily impacted by its financial performance challenges and overvaluation concerns. Despite strong growth prospects highlighted in the earnings call, the company’s financial instability and high P/E ratio weigh heavily on the score. Technical indicators also suggest weak momentum, further contributing to the lower score.

To see Spark’s full report on NBIS stock, click here.

More about Nebius Group

Nebius Group N.V. operates in the technology industry, providing advanced infrastructure services. The company focuses on delivering GPU infrastructure capacity and related services, catering to large-scale clients such as Meta Platforms, Inc.

Average Trading Volume: 18,031,548

Technical Sentiment Signal: Buy

Current Market Cap: $27.61B

See more data about NBIS stock on TipRanks’ Stock Analysis page.

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