Nebius Group N.V. (NASDAQ:NBIS) is attracting interest from finance influencers on social media because of the sheer scale of the company’s order book with the largest tech companies. The firm has a contracted backlog approaching $50 billion. This is anchored by a massive $27 billion contract with Meta and a $19.4 billion deal with Microsoft for dedicated AI compute capacity over the next five years. Due to this, as Instagram experts have noted, analysts expect revenue to jump over 520% in 2026 to roughly $3.45 billion. Management has guided for an Annual Recurring Revenue (ARR) run-rate between $7 billion and $9 billion by the end of 2026 as new clusters go live.

TikTokers have highlighted that a major catalyst for Nebius Group N.V. (NASDAQ:NBIS) has been the $643 million acquisition of Eigen AI, announced early this month. This deal integrates model-optimization and inference technology directly into the Token Factory platform of the firm. Per finance influencers, by transitioning from just Infrastructure-as-a-Service (IaaS) to Platform-as-a-Service (PaaS), Nebius is expected to see significant margin expansion. These finance experts argue that this moves Nebius away from being a commodity hardware provider toward being a high-margin software-plus-infrastructure play.

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.

https://finance.yahoo.com/markets/stocks/articles/nebius-group-n-v-nbis-205646867.html