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Sunday's Bonus News Nebius Partners With Meta—AI Growth Could Send Stock to New HighsWritten by Thomas Hughes. Published 11/11/2025. 
Key Points- Nebius Group's Q3 results fell short of the consensus but reveal a robust growth trajectory and likelihood for higher share prices.
- Analysts and institutions are expected to buy the stock in Q4 2025.
- Spending increases and widening losses aren't a problem when infrastructure is growing and equity is rising.
Nebius Group's (NASDAQ: NBIS) stock rally is only halfway over: the company is still in the earliest phases of hypergrowth and the outlook is swelling. While Q3 results slightly missed the consensus estimate, the bar was high, revenue grew at a high triple‑digit pace, and guidance is strong. Among the highlights is a new deal with Meta Platforms (NASDAQ: META) to supply AI computing power. Get the Signals People Wish They Saw Sooner
Market Maven Insights tracks under-the-radar small-cap names and sector momentum in real time—so you're not always reacting late. Join Free — Start Getting Better Insights The contract is worth $3 billion over five years — roughly $600 million in annualized revenue — sufficient to double the company's business relative to Q3 results. More deals are expected in subsequent quarters with similar upside to the outlook. Nebius Group Missed Q3 Expectations, Losses WidenNebius Group had a solid Q3, despite missing analysts' high bar. Net revenue of $146.1 million was up 355.1% year‑over‑year, and management expects similarly strong results in upcoming quarters. Losses widened, but they reflect infrastructure spending that positions the company for future growth. The adjusted EBITDA loss widened about 90%, and the net loss widened roughly 175%. Those increased losses are offset by higher property and equipment, a healthy cash balance, and improving equity. The balance sheet reflects a cash‑intensive year: debt, current liabilities, and total liabilities rose substantially year‑to‑date. But increases in cash, a doubling of current assets, and a tripling of total assets more than offset those liabilities. Equity rose nearly 50% and is likely to continue increasing in the coming quarters and years. Leverage remains modest: long‑term debt is roughly equal to equity and cash. The primary investor risk is potential share issuance to raise capital, but as of early November the company does not appear to be in dire need — the reported $4.8 billion in cash should sustain operations for numerous quarters at the Q3 cash‑burn rate. 
Analysts' Response Points to Double‑Digit UpsideThe initial analyst response to Nebius' Q3 results was favorable. MarketBeat tracked several reiterated ratings that align with the prevailing bullish trend: coverage has shifted to Buy from Hold earlier this year, and analysts point to double‑digit upside potential. Although consensus lags the market in November, trends point toward the $130 range, which is within easy reach of fresh all‑time highs. Importantly, coverage is increasing and sentiment is firming, providing a strong tailwind for market action, which is also reflected in institutional activity. Institutions own just over 20% of the stock — not a large allocation, but their activity has been solidly bullish. Net institutional activity over the past 12 months approached about $4 purchased for each $1 sold as the group accumulated shares. If that trend continues — and nothing in the Q3 results suggests it won't — NBIS shares have plenty of room to move higher. From a longer‑term value perspective, the company is forecast to grow revenue by triple digits over the next three years, then at a high‑double‑digit pace for the following six to ten years. That trajectory puts Nebius on track to grow nearly 11,000% over that period and to inflect to profitability by 2030. Nebius Group Confirms Support Following Q3 Release and 2025 UpdatePrice action was mixed after the release, with an initial dip followed by a quick recovery that lifted the stock nearly 5% before the open. That move indicates buyers at a critical level, lining up with near‑term support and increasing the likelihood of further advances. Technical indicators — notably MACD convergence — suggest the stock will at least retest all‑time highs and may reach new highs before year‑end.
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