Nebius Gains 42% in 3 Months: Should Investors Buy Now or Wait?

NBIS jumps 42% in 3 months and 29% in a week amid AI21 Labs deal buzz, as AI cloud revenue soars and capacity expansion accelerates.

Apr. 16, 2026 at 3:30am

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An extreme close-up of industrial machinery and equipment, conveying the heavy, tangible nature of Nebius' financial and technological investments.Nebius' aggressive expansion of its AI infrastructure, including new data centers and factories, reflects the growing demand for AI cloud computing services.Kansas City Today

Shares of Nebius, an AI cloud computing company, have surged 29% in the last week amid market speculation that the company is in advanced talks to acquire the Israeli AI startup AI21 Labs. The company has also secured a $2 billion investment from NVIDIA and is aggressively expanding its AI infrastructure, including building a 310 MW AI factory in Finland and a gigawatt-scale facility in Kansas City, Missouri. While Nebius' growth catalysts are strong, the company expects its EBIT to remain negative in 2026 as it continues to invest heavily in capacity expansion and R&D.

Why it matters

Nebius' rapid growth and capacity expansion plans are a reflection of the surging demand for AI cloud computing services. As enterprises increasingly adopt AI across critical workflows, Nebius is positioning itself as a leading provider of full-stack AI cloud solutions. However, the company's aggressive investment strategy also introduces financial risks that investors need to consider.

The details

Nebius has outpaced its peers, Microsoft Corporation and CoreWeave, Inc., with MSFT falling 19.1% and CRWV climbing 13.6% during the same interval. The company has secured a $2 billion investment from NVIDIA, which will strengthen their collaboration across the AI technology stack and support Nebius' goal of deploying more than 5 gigawatts of AI computing capacity by 2030. Nebius has also announced plans to build an AI factory with a capacity of up to 310 MW in Finland and its first gigawatt-scale AI factory in Kansas City, Missouri. The company's growth is further supported by platform expansion through product innovation and acquisitions, including the launch of Token Factory and Aether, and the acquisition of Tavily.

  • In March 2026, Nebius announced the launch of Nebius AI Cloud 3.5, the latest upgrade to its Aether platform.
  • Last month, Nebius secured approval to build its first gigawatt-scale AI factory in Kansas City, MO.

The players

Nebius Group N.V.

An AI cloud computing company that is aggressively expanding its AI infrastructure and capacity.

NVIDIA

A technology company that has invested $2 billion in Nebius to strengthen their collaboration across the AI technology stack.

Microsoft Corporation

A technology company that has seen its stock fall 19.1% during the same interval as Nebius' growth.

CoreWeave, Inc.

A technology company that has seen its stock climb 13.6% during the same interval as Nebius' growth.

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What’s next

Nebius continues to target 2026 revenue of $3 billion to $3.4 billion and an annualized run-rate of $7 billion to $9 billion by year-end.

The takeaway

Nebius' rapid growth and capacity expansion plans highlight the surging demand for AI cloud computing services, but the company's aggressive investment strategy also introduces financial risks that investors need to consider. Existing investors may consider holding their positions, while prospective investors may wait for a more favorable entry point.