What AI bubble is NBIS in?

Nebius Group N.V. (NBIS) is mapped to the AI-Capex Hyperscalers bubble on QuantAbundancia. Classifier 2026-05-07: extended tier, corr 0.34 to hyperscalers centroid (29 obs, 2nd: memory 0.342). is_primary_bubble=FALSE.

What is NBIS's last close price?

NBIS last closed at $197.10 on 2026-05-19.

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NBIS

NASDAQNext earnings·Aug 6AnalystsBuy·13+17%

Nebius Group N.V.

$197.10last close

+418.7%~252d

Price

+418.68% over 1Y

Fib key $113.00

Thesis

as of 2026-05-02

AI-native cloud — vertically integrated GPU clusters and software stack optimized for training and inference.

•~$46B contracted backlog
•~$19B Microsoft deal
•~$27B Meta partnership through 2032
•$2B equity check from NVDA

backlog$46.0B

customersMSFT · META · NVDA

Bubbles· capital-flow co-movement

Themes· editorial groupings

Conviction· in 3 watchlists

+78%YTD

Top correlated· 252d co-movement

0.58
0.54
0.54

Frequently asked questions

What AI bubble is NBIS in?: Nebius Group N.V. (NBIS) is mapped to the AI-Capex Hyperscalers bubble on QuantAbundancia. Classifier 2026-05-07: extended tier, corr 0.34 to hyperscalers centroid (29 obs, 2nd: memory 0.342). is_primary_bubble=FALSE.
What is NBIS's last close price?: NBIS last closed at $197.10 on 2026-05-19.