Seeking Alpha issued a Strong Buy rating for Nebius Group today. The report characterizes the firm as the open source Anthropic.
Analysts project 537% revenue growth for the current fiscal year. The company expanded its adjusted EBITDA margin to 45% during the first quarter.
Nebius leverages vertically integrated data centers and open-source models to capture AI demand. Its Token Factory managed inference platform positions the company against closed-source competitors like OpenAI.
The report forecasts potential annualized returns of 40% through the year 2030.