Nebius Group N.V. (NBIS) Stock: Latest News, Analyst Targets, and 2026 Outlook as AI Infrastructure Demand Collides With Heavy Capex (Dec. 15, 2025)
Nebius Group N.V. (NASDAQ: NBIS) is living in the part of the market where the laws of physics and the laws of finance arm‑wrestle daily. On one side: surging demand for GPUs and AI cloud capacity. On the other: the brutal reality that you have to build that capacity—fast—while markets keep asking, “Cool story, but who’s paying for all this silicon and power?” As of December 15, 2025, NBIS stock is still digesting a sharp late‑week selloff. Shares last closed at $87.69 on Friday, Dec. 12 after falling 6.99% on the day, with trading that ranged from $95.65 down to