Bank of America upgraded its revenue forecasts for Nebius Group NV, an AI infrastructure company, projecting $12.7 billion in fiscal 2027 and $27.3 billion in 2028, surpassing Wall Street estimates. The bank highlighted Nebius' strategy of using long-term contracts with hyperscalers for stable revenue and shorter, higher-priced contracts for additional income, which could drive higher revenue per capacity unit than competitors. BofA also raised operating margin forecasts and capital expenditure plans, though execution risks remain, particularly in delivering planned capacity on time. This outlook reflects confidence in Nebius' growth and pricing strategies in the AI infrastructure market.
Nebius Group NV shares surged 9.21% to USD 247.49 on Pluang as of Sep 25, 2026 01:41 WIB, reflecting strong market interest following Bank of America's optimistic revenue outlook. The stock's market cap stands at $61.61 billion with a 52-week high of $286.69, while typical holding time on Pluang is 23 days. Despite the upbeat forecast, Pluang order activity shows a cautious balance with 69% Sell and 31% Buy orders.
AI infrastructure stocks show mixed reactions despite rising compute prices and a JPMorgan upgrade for CoreWeave. Nebius surged 6% after announcing significant price hikes on Nvidia GPU offerings, signaling strong pricing power and rapid revenue grow...
Nebius Group (NBIS) continues to attract investor interest due to its rapid revenue growth, with Q2 2026 revenue up 454% year-over-year and a $37.5 billion contracted backlog far exceeding current revenue. The company operates a full-stack AI cloud, ...
Investor Michael Burry has increased his short positions in Micron Technology, Palantir, Nebius Group, and the iShares Semiconductor ETF, expressing skepticism about the sustainability of the current AI and semiconductor market boom. He highlights co...
Investor Michael Burry disclosed short positions in Palantir, Nebius, and Micron, citing concerns over an oversupplied memory market and its impact on semiconductor stocks. Despite Burry's short on Palantir, its shares rose 2%, while Nebius and Micro...
Nebius Group N.V. announced a second price increase for its on-demand Nvidia GPU services, raising rates by 17% to 21% starting October 1. This move reflects sustained strong demand even as the company expands its capacity, deliberately keeping some ...
