Nebius has been upgraded to a Buy due to its new partnership with Palantir, which is expected to accelerate growth in commercial AI infrastructure. This collaboration positions Nebius as Palantir's preferred enterprise sovereign AI infrastructure provider, enhancing its credibility and expanding its market reach beyond developers. The partnership supports Nebius's goal of reaching 5 GW data center compute capacity and a potential $40 billion revenue opportunity by 2029. While short-term compute rental prices remain stable, long-term growth will depend on diversifying revenue and managing pricing normalization risks.
Nebius (NBIS) shares are trading at USD 209.89 on Pluang as of Sep 15, 2026 22:42 WIB, down 1.08% for the day. Palantir (PLTR) is priced at USD 172.50, showing a smaller decline of 0.47% at the same time. The partnership news comes while NBIS remains well below its 52-week high of USD 286.69, indicating room for market response to the collaboration.
Nebius Group's stock fell 23.58% in September after a strong rally that lifted it 153.5% year to date, driven by explosive revenue growth of 454% in Q2 2026. Despite the recent pullback, Arete Research raised its price target to $415, implying a 96% ...
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