![\"Engineer](\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2026\/02\/211fbecfb2f69d00d52a8edc7175c8a3.jpeg\")
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Nebius’s business model is very similar to a cloud computing<\/a> one pioneered by big tech companies over a decade ago. Nebius owns and rents out space in data centers<\/a>, where it puts cutting-edge graphics processing units (GPUs) from Nvidia. Then it rents out its capabilities to clients so they can train and run artificial intelligence models. Because it offers a full-stack solution, clients don’t need to add ancillary services to make it work; they can get everything they need from Nebius.<\/p>\n That’s a huge advantage, which is why it’s expected to grow at a ludicrous speed in 2026. At the end of the third quarter of 2025, Nebius had an annual run rate of $551 million. By the end of 2026, that figure is expected to be between $7 billion and $9 billion. That’s huge growth, and it isn’t fully priced into the stock yet.<\/p>\n At first look, Nebius stock looks expensive at 60 times sales.<\/p>\n However, that’s using trailing revenue. If you know a company’s growth is going to explode in the next year, that’s the wrong measure to use. If you value the stock using analyst revenue projections, then it’s trading dirt-cheap.<\/p>\n At less than 7 times projected sales, Nebius stock looks like an absolute bargain. However, there’s one item investors must keep in mind.<\/p>\n Nebius isn’t profitable. It’s going all-in on building out its AI computing capacity to capture market opportunity. This is a wise strategy, but the company will need to turn a profit eventually to be viewed more favorably by the market. Fortunately, several cloud computing companies have already reached scale, and a healthy operating margin isn’t out of the question once Nebius is fully mature.<\/p>\n That will take a few years, but I think the market will ultimately take notice and send Nebius shares soaring.<\/p>\n Before you buy stock in Nebius Group, consider this:<\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a010 best stocks<\/a> for investors to buy now\u2026 and Nebius Group wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $450,256!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you\u2019d have $1,171,666!*<\/p>\n Now, it\u2019s worth noting\u00a0Stock Advisor\u2019s total average return is 942% \u2014 a market-crushing outperformance compared to 196% for the S&P 500.\u00a0Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors.<\/p>\n See the 10 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of February 2, 2026. <\/p>\n Keithen Drury<\/a> has positions in Nebius Group and Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy<\/a>.<\/p>\n<\/a> NBIS PS Ratio<\/a> data by YCharts<\/a> <\/p>\n
<\/a> NBIS PS Ratio (Forward)<\/a> data by YCharts<\/a> <\/p>\n