What Makes Nebius Group N.V. (NBIS) a Good Investment?

1 week ago 7

Soumya Eswaran

Tue, November 11, 2025 astatine 7:24 AM CST 3 min read

Fred Alger Management, an concern absorption company, released its “Alger Spectra Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. U.S. equity markets continued their upward trajectory successful the 3rd quarter, with the S&P 500 Index rising 8.12%. A operation of improving economical conditions, coagulated firm earnings, and increasing expectations for monetary easing drove the beardown performance. Against this backdrop, Class A shares of the Fund outperformed the Russell 3000 Growth Index during the 3rd 4th of 2025. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Alger Spectra Fund highlighted stocks specified arsenic Nebius Group N.V. (NASDAQ:NBIS). Headquartered successful Amsterdam, the Netherlands, Nebius Group N.V. (NASDAQ:NBIS) is simply a exertion company. The one-month instrumentality of Nebius Group N.V. (NASDAQ:NBIS) was 93.91%, and its shares gained 564.57% of their worth implicit the past 52 weeks. On November 10, 2025, Nebius Group N.V. (NASDAQ:NBIS) banal closed astatine $109.95 per share, with a marketplace capitalization of $27.613 billion.

Alger Spectra Fund stated the pursuing regarding Nebius Group N.V. (NASDAQ:NBIS) successful its 3rd 4th 2025 capitalist letter:

"Nebius Group N.V. (NASDAQ:NBIS) is simply a starring supplier of AI infrastructure and cloud-based solutions, delivering specialized GPU computing capabilities designed to enactment large-scale AI workloads for endeavor and probe clients globally. We find Nebius compelling owed to its awesome maturation trajectory and expanding deployment of precocious Nvidia GPU exertion wrong information centers crossed Europe and North America, positioning it arsenic a cardinal beneficiary of accelerating AI adoption. During the period, shares contributed positively, aided by continued request for AI compute and a landmark multi-year statement with Microsoft. Under this deal, Nebius volition proviso dedicated GPU infrastructure to powerfulness Microsoft’s AI services, marking Nebius’s archetypal semipermanent declaration with a large unreality work provider. We judge this concern not lone validates Nebius’s exertion and execution capabilities but besides provides a important gross anchor, reinforcing its relation arsenic a captious subordinate successful the planetary AI infrastructure ecosystem."

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Nebius Group N.V. (NASDAQ:NBIS) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 45 hedge money portfolios held Nebius Group N.V. (NASDAQ:NBIS) astatine the extremity of the 2nd quarter, compared to 51 successful the erstwhile quarter. While we admit the imaginable of Nebius Group N.V. (NASDAQ:NBIS) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.