Nebius Group’s Strong Market Performance Sparks Stock-Split Speculation

Nebius Group, the technology company formerly known as Yandex N.V., has drawn investor attention after its successful return to the Nasdaq in October 2024. The firm, now focused on AI-driven cloud infrastructure, continues to show consistent growth and renewed market confidence.

Market Recovery and Performance

Since resuming trading, Nebius Group’s shares have shown notable recovery and growth. In 2025, the stock has maintained upward momentum, supported by expanding demand for cloud-based artificial intelligence services.

Key milestones:

• Returned to Nasdaq: October 21, 2024

• 2025 year-to-date performance: Strong, with steady investor interest

• Focus: AI and cloud computing technologies

Company Transformation

Following a corporate restructuring, Nebius Group separated from its Russian operations and redirected its strategy toward global AI cloud infrastructure. This repositioning has helped the company attract both institutional and retail investors seeking exposure to AI-related sectors.

Recent highlights include:

• $1.15 billion raised through a public offering in September.

• $3.16 billion secured from senior convertible notes.

• Plans to expand to 1 gigawatt of cloud computing capacity by next year.

• Partnership with Microsoft, valued at approximately $19.4 billion, for dedicated GPU capabilities.

Financial Overview

Nebius Group’s second-quarter 2025 revenue reached $105.1 million, reflecting substantial year-over-year growth. The company also achieved positive adjusted EBITDA, signaling improved operational efficiency and scalability within the AI services market.

Could a Stock Split Be Next?

Industry analysts have discussed whether Nebius might consider a stock split in the future to enhance accessibility for retail investors. While such a move could occur if the share price continues to rise, there is currently no official indication or announcement from the company.

Historically, major companies such as Chipotle and Netflix have implemented stock splits when share prices grew significantly, making them more affordable for smaller investors.

At present, Nebius shares trade near $125, and analysts note that discussions of a stock split would typically emerge only if prices approached higher thresholds.

Investor Outlook

Analysts encourage investors to evaluate Nebius within the broader AI and cloud technology landscape, comparing its fundamentals with peers in the same sector. As always, decisions should be guided by verified data and professional financial advice rather than speculative trends.

Conclusion

Nebius Group’s transformation and strong market performance reflect its successful shift toward cloud-based AI solutions. While talk of a potential stock split adds interest to its story, such a step remains speculative at this stage. Continued growth, strategic partnerships, and solid execution will determine the company’s next milestones in the evolving tech market.