Nebius Group's stock price increased 7.75% following the artificial intelligence cloud infrastructure provider's announcement that it exceeded its 2025 revenue guidance. The company achieved a $1.25 billion annual run rate, surpassing its previously issued projection of $1.1 billion, demonstrating stronger-than-anticipated demand for its services in the competitive AI infrastructure market.
The Moscow-based company outlined an aggressive expansion trajectory for 2026, projecting revenue growth of approximately sevenfold compared to 2025 levels. Nebius plans to significantly increase its data center footprint, with contracted compute capacity expected to exceed 3 gigawatts. The expansion reflects the company's positioning to capitalize on growing global demand for cloud infrastructure serving artificial intelligence workloads.
Despite the positive revenue beat and growth outlook, market analysts have highlighted that Nebius stock has more than tripled in value, potentially incorporating substantial portions of the company's projected expansion into its current valuation. This price appreciation has narrowed the gap between current market expectations and forward guidance, according to industry observers monitoring the AI infrastructure sector.