Why Nebius Stock Popped Today

By Joe Tenebruso – Mar 16, 2026 at 8:42PM ESTKey PointsNebius and Meta Platforms are teaming up.Nebius is helping the social media colossus secure critical computing capacity.Shares of Nebius Group (NBIS +14.96%) climbed on Monday after the cloud platform supplier struck a $27 billion deal with Meta Platforms (META +2.32%). Image source: Getty Images. Nebius will support Meta's massive AI build-out Nebius will supply Meta with $12 billion worth of advanced artificial intelligence (AI) infrastructure across multiple sites beginning in 2027. These facilities will feature Nvidia's powerful new Vera Rubin supercomputing platform designed for AI agents and other large-scale inference workloads. ExpandNASDAQ: NBISNebius GroupToday's Change(14.96%) $16.90Current Price$129.85Key Data PointsMarket Cap$33BDay's Range$124.42 - $132.3052wk Range$18.31 - $141.10Volume35MAvg Vol13MGross Margin-765.63% Meta also agreed to buy up to an additional $15 billion in compute capacity from Nebius over a five-year period. "We are pleased to expand our significant partnership with Meta as part of securing more large, long-term capacity contracts to accelerate the build-out and growth of our core AI cloud business," Nebius CEO Arkady Volozh said. Partnering with the AI titans Nebius has emerged as a leading European data center operator. The Amsterdam-based company has struck partnerships with multiple AI heavyweights. On Wednesday, Nvidia said it would invest $2 billion in Nebius to accelerate the development of AI factories. And in September, Nebius reached a multibillion-dollar agreement to supply AI infrastructure to Microsoft. These and other deals are turbocharging the AI cloud provider's growth. Nebius' revenue rocketed 479% higher to $530 million in 2025. Its stock price, in turn, is up more than 350% over the past year.Read NextMar 16, 2026 •By Adam SpataccoThis Artificial Intelligence (AI) Stock Has a $19.4 Billion Microsoft Deal, a $3 Billion Meta Deal, and Now a $2 Billion Nvidia Investment -- Is It a Buy for 2026?Mar 16, 2026 •By Danny Vena, CPAMeta Just Signed a $27 Billion Artificial Intelligence (AI) Deal With This Under-the-Radar Stock. Is Nebius a Buy for 2026?Mar 15, 2026 •By Keithen Drury1 Genius AI Stock Nvidia Owns That Investors Should Load Up OnMar 14, 2026 •By Harsh ChauhanNvidia Just Gave Incredible News to Nebius Stock InvestorsMar 13, 2026 •By Harsh ChauhanThe Artificial Intelligence (AI) Stock That Wall Street Says Could Rally 58% From HereMar 12, 2026 •By Leo SunNvidia Just Invested $2 Billion in This AI Cloud Stock -- Here's Why It Could Soar in 2026About the AuthorJoe Tenebruso is a contributing Motley Fool stock market analyst with more than 3,000 financial bylines to his name. Joe was an investment analyst for Stock Advisor, Income Investor, Crypto Society, and other top-rated investing services. He also managed Tier 1 Investments, a market-crushing real-money portfolio with 24.58% annualized returns. Joe graduated summa cum laude from Rutgers University with a Bachelor of Science in Finance.tmfguardianX@Tier1InvestorStocks MentionedNebius GroupNASDAQ: NBIS$129.85(+14.96%)+$16.90Meta PlatformsNASDAQ: META$627.45(+2.33%)+$14.27MicrosoftNASDAQ: MSFT$399.95(+1.11%)+$4.40NvidiaNASDAQ: NVDA$183.19(+1.63%)+$2.94*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.