Nebius Group (NASDAQ:NBIS) experienced upward movement in its stock price Tuesday following the announcement of a strategic acquisition intended to expand its capabilities within the artificial intelligence sector. This development occurred alongside positive trends in the broader stock market, with major indices registering gains.
The company revealed an agreement to acquire Tavily, a firm specializing in agentic search technology, which will be embedded into Nebius's AI cloud platform to provide real-time search infrastructure. The integration of Tavily's technology is expected to accelerate Nebius's pursuit to develop a unified platform where enterprises can build and manage autonomous AI agents. This market segment is rapidly expanding, with forecasts anticipating its valuation to reach between $140 billion and $200 billion by the early 2030s.
Tavily's solution is designed to complement Nebius's current suite of offerings by equipping developers with vital tools required to construct AI applications capable of accessing the web in real-time while maintaining factual accuracy. The platform's extensive engagement is reflected in over 3 million monthly SDK downloads and a user base exceeding one million developers. Tavily's clientele includes numerous Fortune 500 companies and leading artificial intelligence organizations.
The financial specifics of this transaction remain undisclosed.
Market and Technical Overview
In terms of market performance, Nebius's shares were trading 2.8% below the 20-day simple moving average (SMA), suggesting some short-term downward pressure. However, the stock stood 0.3% above the 50-day SMA, indicating relative medium-term stability. Over the course of the past year, NBIS shares have increased by 127.20%, positioning them closer to their 52-week high than their low, indicative of substantial long-term growth.
The relative strength index (RSI) is positioned at 51.14, reflecting a neutral momentum environment. Meanwhile, the Moving Average Convergence Divergence (MACD) indicator lies beneath its signal line, signaling bearish forces acting upon the stock price. This combination points to mixed momentum, with neither aggressive selling nor strong buying prevailing at present.
Key technical resistance and support levels have been identified at $96.00 and $83.00, respectively.
Strategic Partnerships and Outlook
Earlier, in September 2025, Nebius secured a significant multiyear contract with Microsoft valued at $17 billion to provide computing resources, underscoring the company's growing relevance in cloud-based services linked to AI applications.
The incorporation of Tavily's agentic search technology enhances Nebius's platform in a fast-growing segment of AI, positioning the company to better fulfill enterprise client needs for autonomous AI solutions.
Earnings and Analyst Perspectives
Nebius Group is scheduled to report its next earnings on February 12, 2026. Current estimates project an earnings per share (EPS) loss of 54 cents, marking a wider loss compared to 37 cents in the previous year. Conversely, revenue forecasts anticipate a rise to approximately $238.55 million, up from $37.90 million year-over-year.
Market analysts hold a generally positive outlook on NBIS stock. The aggregate rating is a Buy, with an average price target of $150.71. Notable recent analyst ratings include Morgan Stanley initiating coverage with an Equal-Weight recommendation and a $126 target price, Citizens issuing a Market Outperform rating with a $175 target, and BWS Financial reaffirming a Buy rating while maintaining a $130 price target.
Benzinga Edge Evaluation
According to Benzinga's Edge rankings, Nebius's shares display a strong momentum score of 93.67, highlighting notable outperformance relative to the broader market. However, the value score sits at 3.56, indicating that the stock may currently trade at a premium compared to its peers. This combination suggests robust stock performance tempered by a valuation consideration for investors.
At the time of reporting, NBIS shares were valued at $93.50, up 0.67% for the day.
Summary
Nebius's acquisition of Tavily marks a pivotal effort to fortify its artificial intelligence platform with advanced agentic search capabilities. Aligning with a sizable partnership with Microsoft and favorable analyst sentiment, the company aims to capitalize on the growing demand for autonomous AI systems within the enterprise sector. Market indicators reflect a balance between momentum and valuation, with upcoming earnings expected to shed further light on Nebius's operational progress.