Nebius
NBISMarket price data through September 11, 2026.
Performance
Oct 2024 – Sep 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +332%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$52
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- August 2025
- The month this stock first became a Benson pick.
- Tracking duration
- 13 months
- How long Benson has been tracking this pick.
About Nebius
Nebius rents out artificial intelligence computing power. Instead of a company spending billions building its own data center full of AI chips, it pays Nebius by the hour to use one. Think of it as renting a supercomputer rather than buying it. The company is based in Amsterdam and builds its own facilities across Europe and the United States.
The case for and against
Both sides of the story, in plain English.
- Revenue Up Almost Six Times
Revenue grew 479 percent over the past year to about 1.36 billion dollars. That is not a typo. Demand for AI computing power is so far ahead of supply that anyone who can build and switch on data centers is selling everything they can produce, and Nebius has been building aggressively.
- Owning The Scarce Thing
The bottleneck in artificial intelligence right now is not ideas, it is physical capacity: buildings, power connections and chips. Nebius owns that capacity rather than reselling somebody else's. It has also crossed into profitability, with just over 3 percent of revenue reaching the bottom line.
- Enormously Expensive To Grow
Building data centers eats cash. Every new site means buying chips, securing electricity and pouring concrete long before a single customer pays. That cost is the single biggest question hanging over this company, and funding it may mean borrowing heavily or issuing more shares, which shrinks each existing owner's slice.
- Priced For A Flawless Decade
The shares trade at an extraordinary multiple of current earnings, which only makes sense if growth stays close to this pace for years. Any slowdown in AI spending, or a competitor bringing capacity online faster, would hit this stock harder than almost anything else you could own.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-09-11. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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