Skip to contentHome page Seeking Alpha - Power to InvestorsNetherlandsMar 27, 2026, 2:01 AM ETNebius Group N.V. (NBIS) StockMETA, NVDA, META:CA, NVDA:CA, ZMET:CA, ZNVD:CADhierin BechaiInvesting Group LeaderComment(1)SummaryNebius Group advances with strategic partnerships, notably a $2B Nvidia investment and a $12B Meta contract, strengthening its growth trajectory.NBIS raises $4.6B via convertible notes but faces ongoing capital needs, with total estimated raises reaching $20.5B to support expansion.Despite high CapEx and dilution risk, the company targets substantial EBITDA margin improvement and expects strong operating cash flow inflection by 2027.The 2027 price target adjusted for dilution is $186.74 (76% upside), but further capital raises could limit upside to 10% if terms mirror recent notes.Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate.