This is one of the fastest-growing AI companies globally.

AI-generated source summary

The analysis focuses on NEBIUS stock. The company narrowed its full-year revenue guidance to a range of $500 to $550 million and pacing to the midpoint compared to a prior estimate of $450 to $630 million. Although guidance for the full year was revised lower, the company is also narrowing the guidance. The company remains on track to hit its ARR guidance of $900 million to $1.1 billion by the end of 2025. Furthermore, expects substantial annualized run rate revenue growth in 2026 and beyond. NEBIUS will begin serving Microsoft and Meta in the quarter and almost all of the revenue from these deals will start to be realized and ramp up during the course of 2026. Adjusted EBITDA expected to be slightly positive by year-end. Capex is raising from approximately $2 billion to approximately $5 billion. The intrinsic value is calculated to be $109.40 but trading at $90.54. with high risk tolerance.

AI-generated summary based on the source content.

Evidence and evaluation progress

1. Original source published

   20 Nov 2025, 20:45 UTC

   The analyst published the original source item.

2. First prediction resolved

   21 Nov 2025, 15:30 UTC

   The first evaluable outcome in this case reached a terminal result.

3. Case evaluation completed

   21 Nov 2025, 15:30 UTC

   All evaluable predictions in this case reached terminal outcomes.

4. Source recorded by Tahlil Plus

   18 May 2026, 20:23 UTC

   The public source was preserved as the evidence record for this case.

5. Market predictions extracted

   18 May 2026, 20:47 UTC

   1 eligible signal linked to this case.

6. Outcome tracking started

   02 Jul 2026, 02:13 UTC

   Tahlil Plus began monitoring the extracted predictions.