Meta Platforms announced it has signed a commercial agreement with Nebius Group’s subsidiary to access two dedicated GPU infrastructure clusters over five years, with a total contract value of approximately US$2.9 billion; the deal includes milestone-based deployment and service provisions extending into 2026.
This agreement further boosts Nebius Group’s position as a preferred partner for infrastructure underpinning AI development at a global scale, complementing its recent wins in the sector.
We’ll now explore how securing Meta’s long-term GPU contract could influence Nebius Group’s growth prospects and investment narrative.
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To be a Nebius Group shareholder, you need to believe that large-scale, long-term AI infrastructure agreements, like the new US$2.9 billion Meta contract, will fuel sustained growth and help secure Nebius’s status as a top-tier AI partner. This Meta deal strengthens near-term contract momentum but does not eliminate the main risk: highly volatile execution and delivery timelines, where missing deployment milestones could jeopardize material revenue and reputation.
Among recent announcements, the launch of Nebius Token Factory stands out, as it expands Nebius’s AI deployment offerings and adds value for enterprise clients seeking efficient, cost-saving model management. This complements the Meta agreement by reinforcing Nebius’s appeal to major technology customers, supporting the core catalyst of recurring AI infrastructure demand.
Yet, in contrast to these successes, investors should also be aware of milestone-linked contract risks that could…
Read the full narrative on Nebius Group (it’s free!)
Nebius Group’s narrative projects $3.2 billion in revenue and $428.7 million in earnings by 2028. This requires 133.9% annual revenue growth and a $238.5 million increase in earnings from $190.2 million today.
Uncover how Nebius Group’s forecasts yield a $166.00 fair value, a 87% upside to its current price.
NBIS Community Fair Values as at Nov 2025
Fair value estimates from 34 Simply Wall St Community members range from just US$10.97 to US$166 per share, reflecting wide disagreement. Alongside this range, the challenge of meeting tight Meta contract milestones may be top of mind for many.
Explore 34 other fair value estimates on Nebius Group – why the stock might be worth as much as 87% more than the current price!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include NBIS.
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