Nebius Group (NASDAQ:NBIS) shares are up on Tuesday as the company is expanding its AI capabilities through a strategic acquisition.
This positive movement comes amid a generally favorable market environment, with major indices showing gains.
Acquisition
Nebius announced an agreement to acquire Tavily, an agentic search provider, which will enhance its AI cloud platform by integrating real-time search infrastructure.
This acquisition is expected to accelerate Nebius’s strategy to create a unified platform for enterprises to build and operate autonomous agents, tapping into a rapidly growing market projected to reach between $140 billion and $200 billion by the early 2030s.
The addition of Tavily’s technology is designed to complement Nebius’s existing offerings, providing essential tools for developers to create AI applications that require real-time web access and factual accuracy.
With over 3 million monthly SDK downloads and a developer community exceeding one million users, Tavily serves major clients, including Fortune 500 companies and leading AI firms.
The financial terms of the deal were not disclosed.
Technical Analysis
Currently, Nebius is trading 2.8% below its 20-day simple moving average (SMA) and 0.3% above its 50-day SMA, suggesting some short-term weakness but overall stability in the medium term.
Over the past 12 months, shares have surged 127.20%, and they are positioned closer to their 52-week highs than lows, reflecting strong long-term performance.
The RSI is at 51.14, indicating neutral territory, while MACD is below its signal line, suggesting bearish pressure on the stock. The combination of neutral RSI and bearish MACD indicates mixed momentum, reflecting a balance between buying and selling pressures.
- Key Resistance: $96.00
- Key Support: $83.00
In September 2025, Microsoft became a major Nebius client under a multiyear $17 billion revenue agreement to provide computing capacity.
The acquisition of Tavily is significant as it enhances Nebius’s offerings in the rapidly growing agentic AI market. This move positions the company to better serve its clients and capitalize on the increasing demand for autonomous AI systems.
Earnings & Analyst Outlook
The countdown is on: Nebius Group N.V. Ordinary Shares is set to report earnings on February 12, 2026.
- EPS Estimate: Loss of 54 cents (Down from Loss of 37 cents YoY)
- Revenue Estimate: $238.55 million (Up from $37.90 million YoY)
The stock carries a Buy Rating with an average price target of $150.71. Recent analyst moves include:
- Morgan Stanley: Initiated with Equal-Weight (Target $126.00) (January 15)
- Citizens: Initiated with Market Outperform (Target $175.00) (November 19, 2025)
- BWS Financial: Buy (Maintains Target to $130.00) (November 13, 2025)
Benzinga Edge Rankings
Below is the Benzinga Edge scorecard for Nebius Group N.V. Class A Ordinary Shares, highlighting its strengths and weaknesses compared to the broader market:
- Value: 3.56 — The stock is trading at a premium relative to peers.
- Momentum: 93.67 — Stock is outperforming the broader market.
Nebius Group Shares’ Benzinga Edge signal reveals a strong momentum score, indicating that the stock is currently outperforming the market. However, the value score suggests that it may be trading at a premium, which could be a consideration for potential investors.
NBIS Price Action: Nebius Group shares were up 0.67% at $93.50 at the time of publication on Tuesday, according to Benzinga Pro data.
Photo by Jub ka Joy via Shutterstock
