Nebius Acquires Tavily to Enhance AI Cloud Platform
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy NBIS?
Source: Businesswire
- Strategic Acquisition: Nebius announced the acquisition of Tavily, a leading agentic search provider, integrating real-time search infrastructure into its AI cloud platform, thereby accelerating enterprise adoption of agentic AI and enhancing market competitiveness.
- Technology Integration: Tavily's technology will become a critical component of Nebius's software stack, combining high-performance inference with real-time web access to provide the necessary architecture for building autonomous agents, simplifying developers' workflows.
- Market Potential: The agentic AI market is projected to grow from approximately $7 billion in 2025 to between $140 billion and $200 billion by early 2030, representing a compound annual growth rate exceeding 40%, indicating significant business opportunities and market demand.
- Developer Community: Tavily has achieved over 3 million monthly SDK downloads and has a developer community of more than 1 million users, serving Fortune 500 companies including IBM, demonstrating strong product-market fit and substantial future growth potential.
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Analyst Views on NBIS
Wall Street analysts forecast NBIS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NBIS is 164.20 USD with a low forecast of 130.00 USD and a high forecast of 211.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 92.880
Low
130.00
Averages
164.20
High
211.00
Current: 92.880
Low
130.00
Averages
164.20
High
211.00
About NBIS
Nebius Group NV is a Netherlands-based infrastructure company operating in the technology industry. The Company is engaged in developing a portfolio of artificial intelligence-related technology assets. It is involved in creating an artificial intelligence-centric player to integrate the essential elements of artificial intelligence development with infrastructure, data and advisory globally. It offers products and services such as a cloud platform for artificial intelligence-related workloads, development team services for autonomous vehicles, development of generative artificial intelligence. Nebius builds full-stack infrastructure to service the growth of the global AI industry, including GPU clusters, cloud platforms and tools and services for developers. Company is developing three other businesses that operate under their own brands: Toloka AI, TripleTen and Avride.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Analysis of AI Stock Investment Prospects
- Nebius Revenue Surge: Nebius reported over 300% revenue growth in the latest quarter, selling out all its capacity, which highlights strong demand in the AI infrastructure sector, particularly with a significant $19.4 billion deal with Microsoft, enhancing its market position.
- CoreWeave Rapid Growth: CoreWeave's revenue increased by 133% in the recent quarter as demand for its high-powered Nvidia GPUs surged, although concerns about its debt levels persist, indicating robust market potential despite financial risks.
- Investor Confidence Rising: Wall Street has assigned “buy” ratings to both Nebius and CoreWeave, with Nebius expected to see a 67% price increase over the next 12 months, while CoreWeave's target implies a 43% rise, reflecting optimistic market sentiment towards the AI sector.
- Risks and Opportunities: While Nebius's stronger financial position may reduce investment risks, both companies rely on the ongoing AI boom, making them suitable for growth-focused investors, whereas cautious investors should weigh the associated risks.
See More
Nebius Acquires Tavily to Enhance Cloud Platform Capabilities
- Acquisition Strategy: Nebius announced the acquisition of leading agentic search provider Tavily, integrating real-time search infrastructure into its AI cloud platform to capture the rapidly growing agentic AI market, projected to grow from approximately $7 billion in 2025 to between $140 billion and $200 billion by 2030, with a compound annual growth rate exceeding 40%.
- Technology Integration: By combining Tavily's agentic search technology with Nebius's Token Factory, Nebius enhances not only high-performance inference capabilities but also real-time web access accuracy, enabling developers to build and operate autonomous agents more efficiently while reducing reliance on multiple vendors.
- Market Opportunity: Tavily's products have achieved over 3 million monthly SDK downloads and boast a developer community of over 1 million users, serving Fortune 500 companies including IBM, indicating strong product-market fit and growth potential in the industry.
- Team Integration: Tavily's founder and CEO Rotem Weiss will join Nebius to continue leading the development of the Tavily product, ensuring ongoing innovation for existing customers while leveraging Nebius's global infrastructure and engineering resources to accelerate expansion.
See More
Nebius Acquires Tavily to Enhance AI Cloud Platform
- Acquisition Announcement: Netherlands-based Nebius has agreed to acquire startup Tavily for an initial $275 million, potentially rising to $400 million upon meeting certain milestones, significantly enhancing its AI cloud platform's integrated software stack.
- Technology Integration: By combining Tavily's agentic search capabilities with Nebius's Token Factory high-performance inference, Nebius aims to provide essential building blocks for next-generation AI applications, thereby improving the construction of enterprise-grade agentic systems.
- Team Integration: Tavily's founder and CEO Rotem Weiss, along with his team of about 30 employees, will join Nebius to continue developing the Tavily product, which is expected to accelerate product innovation and market responsiveness.
- Market Outlook: According to Precedence Research, the agentic AI market is projected to grow from $7.5 billion in 2025 to nearly $200 billion by 2034, positioning Nebius strategically to capitalize on this rapidly expanding market.
See More
Nebius Acquires Tavily to Enhance AI Cloud Platform
- Strategic Acquisition: Nebius announced the acquisition of Tavily, a leading agentic search provider, integrating real-time search infrastructure into its AI cloud platform, thereby accelerating enterprise adoption of agentic AI and enhancing market competitiveness.
- Technology Integration: Tavily's technology will become a critical component of Nebius's software stack, combining high-performance inference with real-time web access to provide the necessary architecture for building autonomous agents, simplifying developers' workflows.
- Market Potential: The agentic AI market is projected to grow from approximately $7 billion in 2025 to between $140 billion and $200 billion by early 2030, representing a compound annual growth rate exceeding 40%, indicating significant business opportunities and market demand.
- Developer Community: Tavily has achieved over 3 million monthly SDK downloads and has a developer community of more than 1 million users, serving Fortune 500 companies including IBM, demonstrating strong product-market fit and substantial future growth potential.
See More
Investment Opportunities in AI Infrastructure
- Surge in CAPEX: AI-related capital expenditures among hyperscalers are projected to reach $515 billion by 2026, a significant increase from $390 billion in 2025, indicating robust demand for AI infrastructure and presenting a lucrative opportunity for investors seeking stable returns.
- Revenue Growth Potential: Nebius Group is expected to grow its full-year revenues by 5x in 2026, reflecting the strong performance of AI infrastructure companies in the market, allowing investors to benefit from long-term capital appreciation.
- Productivity Boost: The proliferation of AI technology has led to over 30% increases in new website creation, iOS apps, and GitHub code productivity over the past year, further driving big tech companies' spending on AI infrastructure and ensuring sustained industry growth.
- Market Transition Opportunity: As the AI buildout frenzy cools, infrastructure companies will shift from construction to monetization phases, expected to generate substantial rental income, enabling investors to navigate the uncertainties of software competition by focusing on
See More
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- Earnings Schedule: This week features a high volume of earnings reports from technology, consumer discretionary, and energy sectors, with RIVN stock showing notable movement ahead of its earnings release, indicating investor sentiment.
- Monday.com and Pagaya Reports: On Monday, work management SaaS provider Monday.com and fintech company Pagaya released their earnings before the market opened, with expectations that their results will reflect broader industry trends.
- Coinbase Earnings Expectations: On Thursday, Coinbase is expected to report earnings of 68 cents per share and quarterly revenue of $1.86 billion, despite facing a projected 33% drop in transaction revenue, raising investor interest in its growing stablecoin and subscription services.
- Nebius Group Forecast: Also on Thursday, Nebius Group is projected to report a loss of $1.14 per share and revenue of $246.05 million, with analysts expressing caution, reflecting concerns over cloud service demand in the current market environment.
See More
Analysis of AI Stock Investment Prospects
- Nebius Revenue Surge: Nebius reported over 300% revenue growth in the latest quarter, selling out all its capacity, which highlights strong demand in the AI infrastructure sector, particularly with a significant $19.4 billion deal with Microsoft, enhancing its market position.
- CoreWeave Rapid Growth: CoreWeave's revenue increased by 133% in the recent quarter as demand for its high-powered Nvidia GPUs surged, although concerns about its debt levels persist, indicating robust market potential despite financial risks.
- Investor Confidence Rising: Wall Street has assigned “buy” ratings to both Nebius and CoreWeave, with Nebius expected to see a 67% price increase over the next 12 months, while CoreWeave's target implies a 43% rise, reflecting optimistic market sentiment towards the AI sector.
- Risks and Opportunities: While Nebius's stronger financial position may reduce investment risks, both companies rely on the ongoing AI boom, making them suitable for growth-focused investors, whereas cautious investors should weigh the associated risks.
See More
Nebius Acquires Tavily to Enhance Cloud Platform Capabilities
- Acquisition Strategy: Nebius announced the acquisition of leading agentic search provider Tavily, integrating real-time search infrastructure into its AI cloud platform to capture the rapidly growing agentic AI market, projected to grow from approximately $7 billion in 2025 to between $140 billion and $200 billion by 2030, with a compound annual growth rate exceeding 40%.
- Technology Integration: By combining Tavily's agentic search technology with Nebius's Token Factory, Nebius enhances not only high-performance inference capabilities but also real-time web access accuracy, enabling developers to build and operate autonomous agents more efficiently while reducing reliance on multiple vendors.
- Market Opportunity: Tavily's products have achieved over 3 million monthly SDK downloads and boast a developer community of over 1 million users, serving Fortune 500 companies including IBM, indicating strong product-market fit and growth potential in the industry.
- Team Integration: Tavily's founder and CEO Rotem Weiss will join Nebius to continue leading the development of the Tavily product, ensuring ongoing innovation for existing customers while leveraging Nebius's global infrastructure and engineering resources to accelerate expansion.
See More
Nebius Acquires Tavily to Enhance AI Cloud Platform
- Acquisition Announcement: Netherlands-based Nebius has agreed to acquire startup Tavily for an initial $275 million, potentially rising to $400 million upon meeting certain milestones, significantly enhancing its AI cloud platform's integrated software stack.
- Technology Integration: By combining Tavily's agentic search capabilities with Nebius's Token Factory high-performance inference, Nebius aims to provide essential building blocks for next-generation AI applications, thereby improving the construction of enterprise-grade agentic systems.
- Team Integration: Tavily's founder and CEO Rotem Weiss, along with his team of about 30 employees, will join Nebius to continue developing the Tavily product, which is expected to accelerate product innovation and market responsiveness.
- Market Outlook: According to Precedence Research, the agentic AI market is projected to grow from $7.5 billion in 2025 to nearly $200 billion by 2034, positioning Nebius strategically to capitalize on this rapidly expanding market.
See More
Nebius Acquires Tavily to Enhance AI Cloud Platform
- Strategic Acquisition: Nebius announced the acquisition of Tavily, a leading agentic search provider, integrating real-time search infrastructure into its AI cloud platform, thereby accelerating enterprise adoption of agentic AI and enhancing market competitiveness.
- Technology Integration: Tavily's technology will become a critical component of Nebius's software stack, combining high-performance inference with real-time web access to provide the necessary architecture for building autonomous agents, simplifying developers' workflows.
- Market Potential: The agentic AI market is projected to grow from approximately $7 billion in 2025 to between $140 billion and $200 billion by early 2030, representing a compound annual growth rate exceeding 40%, indicating significant business opportunities and market demand.
- Developer Community: Tavily has achieved over 3 million monthly SDK downloads and has a developer community of more than 1 million users, serving Fortune 500 companies including IBM, demonstrating strong product-market fit and substantial future growth potential.
See More
Investment Opportunities in AI Infrastructure
- Surge in CAPEX: AI-related capital expenditures among hyperscalers are projected to reach $515 billion by 2026, a significant increase from $390 billion in 2025, indicating robust demand for AI infrastructure and presenting a lucrative opportunity for investors seeking stable returns.
- Revenue Growth Potential: Nebius Group is expected to grow its full-year revenues by 5x in 2026, reflecting the strong performance of AI infrastructure companies in the market, allowing investors to benefit from long-term capital appreciation.
- Productivity Boost: The proliferation of AI technology has led to over 30% increases in new website creation, iOS apps, and GitHub code productivity over the past year, further driving big tech companies' spending on AI infrastructure and ensuring sustained industry growth.
- Market Transition Opportunity: As the AI buildout frenzy cools, infrastructure companies will shift from construction to monetization phases, expected to generate substantial rental income, enabling investors to navigate the uncertainties of software competition by focusing on
See More
High-Volume Earnings Reports This Week from Tech and Consumer Sectors
- Earnings Schedule: This week features a high volume of earnings reports from technology, consumer discretionary, and energy sectors, with RIVN stock showing notable movement ahead of its earnings release, indicating investor sentiment.
- Monday.com and Pagaya Reports: On Monday, work management SaaS provider Monday.com and fintech company Pagaya released their earnings before the market opened, with expectations that their results will reflect broader industry trends.
- Coinbase Earnings Expectations: On Thursday, Coinbase is expected to report earnings of 68 cents per share and quarterly revenue of $1.86 billion, despite facing a projected 33% drop in transaction revenue, raising investor interest in its growing stablecoin and subscription services.
- Nebius Group Forecast: Also on Thursday, Nebius Group is projected to report a loss of $1.14 per share and revenue of $246.05 million, with analysts expressing caution, reflecting concerns over cloud service demand in the current market environment.
See More
