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How Buying Nebius Group Stock Today Could Help 10x Your Net Worth

newsfeedback@fool.com (Harsh Chauhan)
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⚡ Quantum Brief
Nebius Group, a full-stack AI infrastructure provider, saw its stock surge 120% in 2025 by supplying GPU-powered data centers and software for AI model training, backed by long-term hyperscaler contracts. The company is rapidly expanding capacity, growing from 2 data centers in 2024 to 16 expected by 2026, with active power capacity reaching 170MW in 2025—surpassing targets—and 3GW+ in contracted future capacity. Revenue exploded 6x to $530M in 2025, with analysts projecting a 27x increase by 2028 as AI-driven data center demand soars from 25GW to 106GW in the U.S. alone. At $25B market cap, Nebius could hit $122B by 2028 if revenue reaches $14.5B, trading at the tech sector’s average 8.4x sales multiple, offering potential 5x upside. While high-risk, its aggressive expansion and AI infrastructure dominance position it as a speculative but high-reward play in the booming cloud AI market.
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The rapid acceleration in this company's revenue growth can make this AI stock a multibagger.Nebius Group (NBIS 0.55%) is an important player in the artificial intelligence (AI) ecosystem, supplying the much-needed computing capacity to companies looking to train and deploy AI models and applications in the cloud. Nebius operates dedicated AI data centers equipped with graphics processing units (GPUs) and offers a suite of software solutions to help train, customize, deploy, and scale AI applications. Nebius' full-stack AI infrastructure platform is in high demand, with major hyperscalers awarding it lucrative long-term contracts, driving a significant spike in revenue. This explains why the stock has jumped an impressive 120% in the past year. Importantly, Nebius stock still has significant upside, given the end market it serves. Let's look at the reasons why this company could help multiply your net worth significantly in the long run. Image source: Getty Images. Nebius is growing at a terrific pace Data center power demand in the U.S. is estimated to grow from 25 gigawatts (GW) in 2024 to 106 GW in 2035, driven by AI-powered demand. Nebius gives investors an opportunity to capitalize on this lucrative market, especially given the shortage of data center capacity to train AI workloads. Nebius is doing its part to provide the computing power needed to run AI applications in the cloud by building more data centers. ExpandNASDAQ: NBISNebius GroupToday's Change(-0.55%) $-0.54Current Price$97.47Key Data PointsMarket Cap$25BDay's Range$93.50 - $99.2852wk Range$18.31 - $141.10Volume401KAvg Vol14MGross Margin-765.63% It was operating just two data center sites in 2024. That number jumped to seven last year, and the good part is that it expects to operate 16 data center sites by the end of 2026 in the U.S. and Europe. Nebius' active data center power capacity stood at 170 megawatts (MW) in 2025, well above its 100 MW target. However, the company has more than 3 GW of contracted data center capacity. This contracted capacity refers to the power Nebius has secured from utility companies to set up new data centers with equipment such as GPUs and cooling solutions. It is worth noting that the contracted capacity is almost 20 times the active capacity Nebius was operating at the end of 2025. As Nebius converts this capacity into connected power capacity, its revenue growth will take off. The company's 2025 revenue landed at $530 million, up almost 6x from the previous year. Analysts expect a significant surge in Nebius' revenue over the next three years, which isn't surprising given the points discussed above. NBIS Revenue Estimates for Current Fiscal Year data by YCharts Why the stock can become a multibagger Depending on your net worth, increasing it by 10x could be a big lift. And buying Nebius and hoping it becomes a life-changing investment wouldn't be a smart strategy, as any cracks in its growth story could send the stock plunging. However, buying it as part of a diversified portfolio could indeed be a smart move, given the massive sums being spent on AI data centers. We have already seen that Nebius' revenue is expected to jump 27x over the next three years (from last year's levels). If the company achieves $14.5 billion in revenue in 2028 (as seen in the chart above) and trades at even 8.4 times sales at that time (in line with the U.S. tech sector's average), its market cap could hit $122 billion, almost 5x its current market cap. However, this AI stock could be rewarded with a higher multiple due to its outstanding growth, paving the way for potentially more upside.Read NextFeb 13, 2026 •By Howard SmithWhy Did Nebius Stock Jump Today?Feb 12, 2026 •By Rick OrfordPrediction: Nebius Stock Could Double If Execution HoldsFeb 12, 2026 •By Harsh ChauhanPrediction: This Will Be the Best AI Stock to Buy in FebruaryFeb 11, 2026 •By Patrick SandersPrediction: This Artificial Intelligence (AI) Stock Will Be the Biggest Winner of 2026Feb 10, 2026 •By Adria CiminoNebius vs CoreWeave: Which is the Better Buy According to Wall Street?Feb 4, 2026 •By Rick OrfordIs Nebius Stock Too Expensive After Its Massive Rally?About the AuthorHarsh Chauhan is a contributing Motley Fool technology analyst covering semiconductors, consumer electronics, artificial intelligence, and software. Harsh previously worked as a journalist for CCN Markets covering crypto and macroeconomics, a contributor at Capital 10x covering metals, mining, and industrial stocks, and a research associate at Zacks Investment Research. He holds a bachelor’s degree in commerce from St. Xavier’s College in Kolkata, India.TMFTechJunk13X@techjunk13Stocks MentionedNebius GroupNASDAQ: NBIS$97.47 (0.55%) $0.54*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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