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Nebius Group: Up 385%, Analysts Say It’s Still a Bargain 
The search for the next impactful name in artificial intelligence (AI) often leads investors to crowded fields. Yet, quietly capturing a significant market share is Nebius Group N.V. (NASDAQ: NBIS). This international AI cloud provider delivered a staggering 385% year-over-year revenue growth in its latest quarter. This narrative of rapid expansion becomes even more compelling when you consider that the company is backed by a Buy consensus rating from Wall Street analysts, who see a clear path to significant upside, suggesting the market has yet to fully price in the company's potential. Larry Benedict made $274 million trading on Wall Street…
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His system tracks 19 indicators to find quick Bitcoin profit opportunities. Now he's revealing the entire thing… FREE. Nebius Goes From Hyper-Growth to Profitable Growth Nebius Group’s financial performance paints a clear picture of potent market demand. For the first quarter of 2025, the company reported revenues of $55.3 million (up 385% from last year). This growth was driven by its core business of providing the specialized infrastructure that companies desperately need to build and run sophisticated AI models. For investors, top-line growth is compelling, but predictable revenue is even better. This is where Nebius’s Annualized Recurring Revenue (ARR) becomes a critical indicator. ARR, which measures predictable income from subscriptions, soared to $310 million by April 2025. This metric is highly valued because it signifies a stable and growing base of loyal customers, giving strong credibility to management’s full-year revenue guidance of $500 million to $700 million. Of course, rapid growth often comes at the cost of profitability. However, Nebius has provided a clear catalyst for investors to watch. Management has confidently guided that it expects to reach adjusted EBITDA break-even in the second half of 2025. Achieving this milestone would be a significant de-risking event for the stock, demonstrating that the underlying business model is fundamentally sound and can generate profits even as it continues to invest in scaling its operations. Nebius's Secret Sauce: The Full-Stack Advantage In a market dominated by cloud titans, Nebius thrives not by competing head-on, but by specializing. The company has engineered a competitive advantage through its full-stack platform. This means it controls the entire technology pipeline, from designing its server hardware to writing the proprietary software that manages it. This integration enables a level of optimization that general-purpose clouds using off-the-shelf components cannot easily achieve. The problem Nebius solves is specific. AI models require massive amounts of data to be processed simultaneously across thousands of computer chips. A general-purpose cloud can create bottlenecks, slowing down training and increasing costs. The Nebius platform is purpose-built to handle these intensive, parallel workloads with maximum efficiency. This technical expertise is validated by its key industry partnerships. As a launch partner for NVIDIA’s (NASDAQ: NVDA) latest chips, Nebius ensures its clients get early access to the most powerful AI hardware available, creating a significant advantage in a fast-moving industry. This focus is further sharpened by strategic decisions, such as the recent deconsolidation of its Toloka data unit, which enables the company to concentrate all its resources on its core, high-margin AI infrastructure business. A Historic Gold Announcement Is About to Rock Wall Street?
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