Nebius Group (NBIS) is rated a strong buy following its new partnership with Palantir, which is expected to expand its enterprise reach and diversify customer acquisition. This deal could significantly increase NBIS's demand for computing resources, lower customer acquisition costs, and enable modular data-center deployments with potential prepayments. Despite risks like uncertain AI infrastructure funding and rising financing costs, valuation models suggest a 25% to 74% upside with a base price target of $375.88. Investors should monitor funding and partnership details closely as these factors will influence future growth.
Nebius Group (NBIS) holds a market cap of $63.04 billion and sees active trading volume of 12,696,150 shares on Pluang as of Sep 29, 2026 20:02 WIB. The stock price is $235.27, up 1.46% for the day, with a typical holding period of 23 days among investors. Meanwhile, Palantir Technologies (PLTR) trades at $187.33 with a market cap of $450.53 billion and a volume of 17,374,529 shares, showing a slight 0.08% decline. Pluang order activity favors buying for both stocks, with 56% buy orders for NBIS and 59% for PLTR, indicating investor interest in these technology companies amid the new partnership news.
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