Nebius Group Rises 0.86 as Revenue Surges 625 to 105.1M and Raises Guidance to 900M–1.1B Amid 292nd Ranked 0.37B Trading Volume

Generated by AI AgentAinvest Volume Radar
Friday, Sep 5, 2025 7:14 pm ET1min read
Aime RobotAime Summary

- Nebius Group (NBIS) rose 0.86% with $0.37B trading volume as Q2 2025 revenue surged 625% to $105.1M.

- The firm raised annualized revenue guidance to $900M–$1.1B, accelerating a $2B 2025 capex plan for AI infrastructure expansion.

- Energy-efficient cooling systems reduced ownership costs by 20%, while $2.4B cash reserves support strategic investments in NVIDIA Blackwell GPUs.

- Partnerships with Shopify and Cloudflare highlight growing market reach, with management confident in achieving group-level EBITDA positivity by late 2025.

On September 5, 2025, , , ranking 292nd in market activity. , driven by rapid AI cloud infrastructure growth. , reflecting strong demand for its GPU-powered services and expanding data center capacity.

, , to deploy AI infrastructure in the U.S., Europe, and the Middle East. . Efficiency measures, such as energy-saving cooling systems at its Finland data center, , enhancing long-term margin potential.

Despite 2025 group-level adjusted EBITDA remaining negative,

reported positive adjusted EBITDA in its core AI infrastructure business ahead of expectations. . .

Recent partnerships with enterprise clients like and

underscore Nebius’s expanding market reach. The company also emphasized its focus on AI-native startups and enterprise AI adoption, . , supported by rising utilization rates and capacity expansion.

To set up an accurate back-test I need a few extra details: 1. Equity universe • All U.S.-listed common stocks (NYSE + NASDAQ + AMEX)? • Another market or a specific index constituent list? 2. Weighting method • Equal-weight each of the 500 names? • Volume-weighted or value-weighted? 3. Trade price assumption • Buy at next day’s open and sell at that same day’s close (1-day holding period)? • Buy at today’s close and sell at tomorrow’s close? • Another convention? 4. Transaction costs/slippage • Ignore them, or apply a fixed commission / bid-ask spread? Once I have those points I can generate the data-gathering plan and run the back-test.

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