Ticker: NBIS (Nasdaq)
Sector: AI infrastructure / cloud compute
Nebius stock price today (7 Nov 2025)
Nebius Group N.V. (NBIS) closed at $111.28, up $1.84 (+1.68%) from the prior close. The session ranged $101.26–$111.30 after an $104.50 open, with ~17.6 million shares changing hands. In post‑market trading shortly after the close, NBIS printed $113.34 (4:22 p.m. ET). [1]
What moved NBIS on 6–7 Nov 2025
1) UK Blackwell Ultra deployment announced (Nov 7 coverage, event dated Nov 6, London).
Nebius unveiled its first UK deployment of NVIDIA Blackwell Ultra GPUs with Quantum‑X800 InfiniBand, expanding domestic AI compute capacity and aligning with the UK government’s AI plans. The company positioned the site for generative‑AI training and inference across health, life sciences, fintech, and public services. [2]
2) “Nebius Token Factory” hits the wires (Nov 7).
Industry coverage highlighted the Nebius Token Factory, a production‑grade platform aimed at enterprise inference with open‑source models on Nebius’s dedicated AI infrastructure—pitching faster deployment and governance for real‑world workloads. [3]
3) Sentiment spike noted by market outlets (Nov 6).
A Yahoo Finance brief flagged unusually strong bullish sentiment around NBIS over the last several sessions—consistent with the week’s elevated volumes and rapid price swings. [4]
4) Broad investor coverage on Nov 7.
A Motley Fool analysis (syndicated on Nasdaq.com) framed the rally—up ~475% year‑to‑date at the time of writing—as underpinned by long‑duration demand for AI infrastructure, while cautioning on valuation. [5]
5) Institutional‑flow headline (Nov 7).
MarketBeat highlighted a 2Q holding reduction by Atria Investments (‑43.9% QoQ to 19,365 shares). While the filing is historical (Q2), the Nov 7 article added to the day’s news flow around NBIS. [6]
Why these headlines matter to the stock
Nebius is trying to convert AI compute scarcity into durable, contracted revenue. Two storylines have anchored the 2025 bull case:
- Massive Microsoft deal (Sept). A five‑year $17.4B AI‑infrastructure agreement with Microsoft—expandable to $19.4B—recast Nebius’s pipeline and triggered a powerful re‑rating of NBIS shares. Friday’s news reinforces execution against that scale‑up narrative. [7]
- Geographic and product expansion. The UK Blackwell Ultra rollout extends Nebius’s multi‑region buildout, while Token Factory targets the high‑growth inference layer (not just training), potentially broadening the company’s revenue mix beyond raw capacity leasing to platform‑style services. [8]
For traders, the combination of new capacity (UK), new software‑platform hooks (Token Factory) and next week’s earnings window keeps event risk elevated and can sustain volume. For longer‑term holders, incremental deployments serve as proof points that Nebius can stand up GPU clusters where customers need them—an essential capability when time‑to‑compute drives AI project value.
Key stats & ranges
- Close (7 Nov): $111.28 | Change: +1.68% | Volume: ~17.61M
- Day range: $101.26–$111.30 | Open: $104.50
- After‑hours (4:22 p.m. ET): $113.34
- 52‑week range:$17.39–$141.10 (illustrates how violent 2025’s re‑rating has been). [9]
What to watch next (near‑term catalysts)
- Q3 2025 results — Tuesday, 11 Nov 2025 (before market open). Nebius will report and host a conference call later that morning. Given the Microsoft contract disclosed in September and the ramp of new regions, bookings/backlog visibility, capacity on‑line, and capex cadence will be the focus areas. [10]
- Deployment milestones. Any additional Blackwell‑class cluster activations or new regional data center announcements—particularly in markets with AI‑friendly power and permitting—would support top‑line growth assumptions. Friday’s UK news is a template for such updates. [11]
- Inference adoption. Watch for customer logos, usage metrics, or case studies tied to Token Factory that convert into recurring, higher‑margin platform revenue over time. [12]
Context for new readers
Nebius emerged from the restructuring of Yandex’s non‑Russian assets and has raised significant capital to build full‑stack AI cloud infrastructure. The September Microsoft agreement and related financing plans (convertible notes + equity) accelerated its scale‑out, helping explain the stock’s 2025 trajectory and volatility. [13]
Risks and considerations
- Execution risk: Standing up ultra‑dense GPU capacity on schedule—with power, cooling, networking, and supply chain constraints—is non‑trivial; delays could pressure revenue timing. The valuation already prices in aggressive growth. [14]
- Customer concentration: A multi‑billion‑dollar anchor contract is a strength and a dependency. Any changes in hyperscaler purchasing behavior ripple quickly through forecasts. [15]
- Capital intensity: Rapid expansion requires heavy capex; financing terms and cost of capital matter for shareholder outcomes. (Recent coverage has emphasized Nebius’s large investment program.) [16]
Bottom line
On 7 November 2025, NBIS added 1.68% and closed at $111.28 as two fresh storylines—the UK NVIDIA Blackwell Ultra deployment and continued coverage of the Token Factory inference platform—kept the AI‑infrastructure momentum intact heading into next week’s earnings. For investors tracking the name on Google News/Discover, the 6–7 Nov window delivered tangible deployment progress and product expansion—both central to the Nebius thesis after September’s Microsoft deal. [17]
Disclosure: This article is for informational purposes only and is not investment advice. Always do your own research and consider your risk tolerance before trading equities.
References
1. www.nasdaq.com, 2. insidehpc.com, 3. www.hpcwire.com, 4. finance.yahoo.com, 5. www.nasdaq.com, 6. www.marketbeat.com, 7. www.reuters.com, 8. insidehpc.com, 9. www.nasdaq.com, 10. www.businesswire.com, 11. insidehpc.com, 12. www.hpcwire.com, 13. www.reuters.com, 14. www.nasdaq.com, 15. www.reuters.com, 16. www.reuters.com, 17. www.nasdaq.com
