What investors are saying about Nebius Group (NBIS)

Summary

In the past 30 days, 5 people on 6 investor and market shows discussed Nebius Group (NBIS) in 8 views. Going by each speaker's latest call, 4 are bearish and 1 is bullish. Chorus has followed Nebius Group since October 15, 2026.

Who talks about it most

• Jim Cramer · 3
• Dan Ives · 2
• Steve Eisman · 1
• Ed Elson · 1
• Ben McMillan · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Dan Ives · Yorkville Ives & Co.Bearish

  Nebius is on the wrong side of the AI buildout; neoclouds face massive consolidation.

  Ives says neocloud providers are clearly on the wrong side of the data center slowdown. He singles out Nebius as exposed. He expects a game of thrones with massive consolidation and musical chairs, with only a few neoclouds emerging as winners.

  “that's ones where they're clearly on the wrong side of this. To some extent, I'd say [Nebius]... massive consolidation musical chairs.”at 10:38

  CNBC Closing Bell: Closing Bell 11/5/26 · November 5, 2026

• Jim Cramer · CNBCBearish

  Nebius looks neutered as banks and private equity may refuse to finance speculative data centers.

  After the midterm verdict curbing data center expansion, DRAM makers and neoclouds seem neutered. Neoclouds like Nebius need financing to keep building. Cramer asks what banks and private equity firms will back speculative data centers after the public's verdict, implying the capital needed to fund the buildout will be hard to raise.

  “the neo clouds like [Nebius], [Iren] and [CoreWeave] seem neutered here. The latter three need financing. But what banks, what private equity firms are going to back spec data centers after the American people rendered their verdict?”at 7:05

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 11/4/26 · November 5, 2026

• Jim Cramer · CNBCBearish

  Neocloud stocks like Nebius don't yet reflect the risk from states banning data centers.

  Neocloud stocks such as Nebius are down more than 50% in some cases, but Cramer does not think their prices reflect the scramble coming as states ban data centers. Neoclouds have no other business to fall back on if their projects in those states are stopped, unlike Amazon. He still sees downside.

  “I still don't think that the stocks of Neoclass like I rent or Nebius reflect that yet.”at 3:49

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 11/3/26 · November 4, 2026

• Jim Cramer · CNBCBearish

  Nebius is not high quality and should fall faster than Nvidia; analysts' $243 target is wrong.

  A caller noted the neocloud is down 40%, has a $3.5 billion Citibank loan, and an average analyst target of $243. Cramer says the analysts are wrong. He argues that if Nvidia is falling like this, a company like Nebius should be falling twice as fast. High-quality tech stocks fall every day, and Nebius is not high quality, so not everything can be high quality.

  “I think the analysts are wrong. ...[Nebius] should be going down twice as fast... And [Nebius] is not high quality.”at 41:00

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 11/2/26 · November 3, 2026

• Steve Eisman · The Real Eisman PlaybookBearish

  Nebius, like CoreWeave, loses money on big commitments and depends on functioning debt markets.

  Eisman groups Nebius with CoreWeave as neocloud operators that don't make money, lose money and have massive commitments. They need debt markets to keep working to fund them. He contrasts this with hyperscalers like Google, which can raise capital and cut costs. If debt markets seize up, the neoclouds are the weak hands that get hurt.

  “The guys like Coreweave and Nebius, they don't make money. They lose money. ... and they need the debt markets to behave, to function.”at 23:42

  The Real Eisman Playbook: Why Young Americans Feel Locked Out with the Lemonade Stand Podcast · November 2, 2026

• Ed Elson · Prof G MediaBearish

  Nebius is already cracking as an AI bubble casualty; its credit and stock are falling.

  Ed argues the neocloud companies whose only business is AI data centers will be the ones that get hurt when the AI buildout sours. He says the bubble is already popping for Nebius and similar names, and cites skyrocketing credit default swaps and plummeting stock prices as evidence. He expects these names to be caught out as they depend more on capital-market sentiment to fund their growth.

  “if there's an AI bubble, it's already popping for CoreWeave, for [IREN], for Nebius, for all of these random data center names”at 49:38

  Prof G Markets: The Stock Market Is Already Pricing In A Democratic Sweep · November 2, 2026

• Ben McMillan · IDX AdvisorsBullish

  Nebius, funding its neocloud build with equity rather than debt, may offer a way into the trade.

  Nebius runs the same neocloud model as CoreWeave but funded it with shareholder equity rather than debt. Its stock sold off with the group, but discerning investors are starting to see that as a potential entry point into the AI infrastructure trade. He presents this as chatter he is hearing, not a firm call.

  “...like Nebius is a good example. They have the same business model, but they funded it with shareholder equity.”at 18:14

  Bloomberg Surveillance: Potential Market Rebound and Shipping Latest · October 19, 2026

• Dan Ives · Yorkville Ives & Co.Bullish

  Nebius is a buying opportunity after the AI neocloud sell-off, which he views as overdone.

  Ives compares the neocloud selloff to SaaS apocalypse fears and calls it overdone. He says these are buying opportunities for names like Nebius and CoreWeave, along with others across tech. He ties the view to the same demand and backlog argument he gives for CoreWeave, though he does not give Nebius-specific numbers.

  “I just think these are buying opportunities for some of these names when you look at Nebius, [CoreWeave], even some of the others across tech.”at 36:35

  CNBC Fast Money: Rate Drop Helps Fuel Bounces… And Apple And Meta’s AI Partnership 10/15/26 · October 15, 2026