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Home  /   Forum   /   Amerikaanse aandelen   /   Nebius

Amerikaanse aandelen« Terug naar discussie overzicht

Nebius

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7.269 Posts
Pagina: «« 1 ... 300 301 302 303 304 ... 364 »» | Laatste | Omlaag ↓
  3. Audhumbla 4 november 2025 15:09
    quote:

    Rack schreef op 4 november 2025 15:03:

    is de daling gelinkt aan resultaten van AMD vandaag?
    Nee, puur sentiment. Een belangrijke topman heeft aangegeven dat de grootste uitdaging momenteel de beschikbaarheid van energie is. Dat speelt wellicht mee. En daarnaast gaan Nvidia met de halve wereld een partnership aan, waardoor partijen als Coreweave en Nebius wat minder aandacht krijgen.
  4. forum rang 6 Opstapelen 4 november 2025 15:16
    quote:

    Jan Boven schreef op 4 november 2025 14:56:

    [...]

    Ja, in het kort: De groeiverwachtingen van Nebius Group (NBIS) hangen volledig af van de succesvolle uitbreiding van het Vineland-datacenter in New Jersey, dat cruciaal is voor het behalen van de jaaromzet en ARR-doelen. Het bedrijf profiteert sterk van het $17,4 miljard contract met Microsoft, maar eventuele vertragingen in Vineland vormen een groot risico voor de resultaten. Analisten blijven positief en verwachten een verdubbeling van de omzet tussen Q3 2025 en Q3 2026, mits de uitvoering op schema blijft.
    Dat is ook super belangrijk dat Vineland NJ open gaat en liefst voor de cijfers nog
    Verdubbeling omzet lijkt me veel te conservatief
    Q3 zal order van grootte 150-170m zijn.
    Uitbouw NJ zal heel snel gaan en denk in q3 2026 minimaal 50k gpu aan het draaien.
    die doen al dan 6m per dag alleen. Voor 3 maand een 500m..
  10. forum rang 7 Japaho 4 november 2025 15:44
    quote:

    Rack schreef op 4 november 2025 15:03:

    is de daling gelinkt aan resultaten van AMD vandaag?
    De resultaten van AMD komen vanavond om 22:00 uur nabeurs. Als die naar verwachting heel goed zijn kan het hele spul morgen hopelijk herstel laten zien.

    Maar het is de Nasdaq he? Kan ook zo maar zijn dat Nebius en andere aandelen vanavond gewoon in het groen sluiten.
  11. Brookie2020 4 november 2025 15:49
    Shorten en algoritmes moeten ze eigenlijk afschaffen/ verbieden. Heeft niets met beleggen te maken.. Men speelt in op de emotie van de mens om geld te verdienen. Allemaal psychologie...
    Ze zouden vaker een shortsqueeze moeten doen, met zijn allen zoals bij Gamestop. Dan leren de hedgefondsen het wel. Gelukkig leen ik mijn aandelen aan niemand uit.
  13. forum rang 6 JdH - Nebius $200 - OPEN $20 4 november 2025 15:50
    JUST IN: Anthropic is now projecting up to $70B in revenue by 2028, with $17B in cash flow.

    I'll say it again:

    Anthropic runs its observability data on ClickHouse, billed on a usage-based model.

    Long $NBIS.

    *Those projections are hard to believe, but either way, exponential growth in ClickHouse usage looks inevitable.

    x.com/mvcinvesting/status/19857190826...
  15. Brookie2020 4 november 2025 15:55
    quote:

    JdH - Nebius $200 schreef op 4 november 2025 15:52:

    “NVIDIA CEO ON CALL - GERMANY WILL BE ONE OF THE LARGEST AI MARKETS IN THE WORLD; I CAN'T WAIT FOR US TO INVEST EVEN MORE”

    Ik weet wel een Europese partij die wat datacenters daar kan bouwen..
    Wie dan? :) :) :) :) grapje
  16. forum rang 6 Opstapelen 4 november 2025 16:01
    quote:

    JdH - Nebius $200 schreef op 4 november 2025 15:50:

    JUST IN: Anthropic is now projecting up to $70B in revenue by 2028, with $17B in cash flow.

    I'll say it again:

    Anthropic runs its observability data on ClickHouse, billed on a usage-based model.

    Long $NBIS.

    *Those projections are hard to believe, but either way, exponential growth in ClickHouse usage looks inevitable.

    x.com/mvcinvesting/status/19857190826...
    dat belang dus nog niet verkopen lijkt me.
    Of er moet een beursgang komen en Nebius kan plus 10mld vangen..
  18. Pk2001wdt 4 november 2025 16:07
    Hier Jetje ik kon m wel openenen

    Preview: Vineland Ramp Is The Key Catalyst For Full-Year Targets

    Nov. 04, 2025 8:36 AM ETNebius Group N.V. (NBIS) StockNBIS

    Deep Value Investing
    9.4K Followers

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    (2)
    Summary

    The biggest swing factor is the ramp at the Vineland, New Jersey site. I believe the progress directly drives ARR, connected power, and core revenue, and therefore the whole narrative.
    ARR has surged from $249M in March to $430M in June and is now guided to $900M–$1.1B, largely dependent on the Vineland capacity by year-end.
    The 5-year, $17.4B Microsoft deal is the most important development this year and amplifies the risk of any delays in Vineland, since Nebius must deliver capacity by year-end.
    Management’s guidance for year-end power stands at 220 MW connected and 100 MW active. I see these metrics, alongside FY25 core business revenue of $400M–$600M, as key checkpoints in Q3.
    The Street's expectations now reflect rapid growth, which I think supports the valuation premium, though I want to reiterate that my confidence hinges on the execution at Vineland.
    Medium shot of data center with door open to server rack
    Thomas Barwick/DigitalVision via Getty Images
    In my last coverage on Nebius Group N.V. (NBIS), I discussed my view on the 5-year, $17.4B Microsoft deal and the subsequent $4.2B funding round. I concluded with this statement:

    To me, it is just a matter of time until the likes of Meta, Google, AWS, Oracle, or even OpenAI approach the company for another cloud computing deal.
    As we are heading into Q3 earnings, I strongly believe that the bull case on Nebius depends on the ramp at the Vineland, New Jersey site. The status of the ramp will have a direct impact on the full-year ARR, power, and core revenue projections. Back in Q2, management raised full-year ARR guidance to the $900 million–$1.1 billion range, hinting that momentum persisted into July. I strongly believe the swing factor in their annual projections is the ramp at Vineland. This will be one of the key items to track in the next earnings call.

    Overall, I remain bullish. The Street has raised its estimates for the company’s top line, with revenue growth likely to double from Q3 2025 to Q3 2026, and there’s still upside if more AI players sign contracts.

    What To Watch For In Q3 2025

    There are three main metrics, mostly interconnected with each other, that I would track in the next earnings release: connected power (mostly related to the ramp in Vineland, NJ), ARR (contingent on the available capacity in the Vineland site), and core business revenue.

    Let's start with what I believe will be the most important metric: ARR.

    First, the momentum in ARR this year has been quite impressive. In fact, this was the main pillar of my bull case at the start of the year, when I rated this stock as a strong buy. In the March quarter, ARR was $249M. By the end of June, ARR jumped to $430M, with management hinting in the last earnings call that "this positive trajectory has continued into July". Speaking of Q2, ARR guidance for the end of the year was raised to $900–$1,100M from the previous estimate of $750–$1,000M.

    I strongly believe the actual figure is contingent on the ramp in GPU installations in Vineland (New Jersey). Based on the timing (and the main customer, Microsoft), I have a strong conviction that the GPU deployment is mainly focused on GB300s. In fact, in Nvidia's last earnings release, Jensen Huang noted that the GB300s were already in mass volume production.

    The next metric to track will be power. Management guided two metrics related to power in the last earnings call:

    Connected power: projected at 220 MW by year's end.
    Active power: 100 MW expected by year's end.
    Bear in mind that these expectations were set a while ago (August 7), when the massive Microsoft deal wasn't announced. Speaking of which, the 5-year $17.4B Microsoft deal is the most important development this year. I won't go into details in this article, as I already discussed my view in my last coverage. However, what I want to point out is the fact that Wall Street has finally woken up and upgraded its estimates for the top line of the company:

    Seeking Alpha
    Seeking Alpha
    Fun fact, I actually saw this coming back in May. That’s when I drastically increased my position in this stock, pushing it to over 40% of my portfolio’s net liquidation value at its peak this last summer.

    Seeking Alpha
    Seeking Alpha
    Speaking of Wall Street, below are the expectations for the next few quarters:

    Seeking Alpha
    Seeking Alpha
    Let me put it this way: the company is likely jumping from just $155M in sales in Q3 this year to around half a billion by Q3 next year. To me, that growth rate is worth the valuation premium. Speaking of which, at the time of writing this article, shares are trading at 123x next year's earnings. That's 2.8x the median of the information technology sector. On a forward P/S basis, the premium appears to be even steeper, at 52x next year's sales (or 13x the sector median).

    Back to the earnings preview, the last factor that I would look at is the expectation for the top line of the core business. I am really glad that the company is dissecting core vs. non-core revenue in its financial reporting. That way, one can reduce the noise of the other two smaller ventures: TripleTen and Avride. As a side note, the company has a 49% equity stake in Toloka (after its sale to Amazon) and a 28% stake in ClickHouse.

    In the last earnings call, Dado Alonso provided the full-year guidance for the core business: $400M–$600M. He also provided the full-year guidance for the consolidated group revenue, currently sitting at $450M–$630M. Based on those values, one can conclude that the other two ventures are not a major contributor to the top line of the company.

    Risks

    The biggest risk that I see is the ramp in the Vineland site (New Jersey). To be clear, the company is also undergoing a major ramp in Europe (Finland), however, this site is projected at 50 MW of operational power vs. the 200 MW in Vineland.

    I believe any slippage in the Vineland site would have a direct impact on deliveries in Q4, particularly due to the Microsoft deal. Why?

    Well, here is a key statement from the PR:

    Under this multi-year agreement, Nebius will deliver dedicated capacity to Microsoft from its new data center in Vineland, New Jersey starting later this year.
    Therefore, the ramp in GPU installations in Vineland will be the most important factor for the company to hit its ARR, power, and core revenue targets. I'd keep a close eye on any remarks, especially during the Q&A, as I believe analysts will double down on this key topic.

    Conclusion

    I don't expect a spectacular Q3 as I don't see major catalysts for this quarter. What I expect is more light on the full-year results. I'll be clear; if management upgrades (again) its ARR guidance and core revenue targets, as they get more visibility from the ramp in Vineland, I believe shares could retest all-time highs
  20. Jetje 4 november 2025 16:59
    quote:

    Pk2001wdt schreef op 4 november 2025 16:07:

    Hier Jetje ik kon m wel openenen

    Preview: Vineland Ramp Is The Key Catalyst For Full-Year Targets

    Nov. 04, 2025 8:36 AM ETNebius Group N.V. (NBIS) StockNBIS

    Conclusion

    I don't expect a spectacular Q3 as I don't see major catalysts for this quarter. What I expect is more light on the full-year results. I'll be clear; if management upgrades (again) its ARR guidance and core revenue targets, as they get more visibility from the ramp in Vineland, I believe shares could retest all-time highs
    Thanks
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