Nebius Group N.V. announced a price increase of up to 20% on its chips, including older models like the H100, effective October 1st. This move suggests robust demand for AI hardware despite public agreements by industry leaders to moderate AI development pace. The price hikes indicate Nebius and similar cloud-focused companies currently hold pricing power in the market. Although the AI sector is becoming riskier, there is potential upside for Nebius stock, especially after recent price gains were erased.
Nebius Group NV shares are currently trading at USD 213.50 on Pluang, showing a 1.97% increase in the last day. The stock has a market cap of $56.92 billion and a strong buy interest with 72% of orders favoring purchases as of Sep 18, 2026 01:21 WIB.
Danil Sereda upgrades Nebius Group (NBIS) to 'Buy' due to its superior execution, strong balance sheet with $8B cash against $10.2B debt, and innovative technology compared to CoreWeave (CRWV), which remains a 'Hold'. NBIS's global data centers and p...
Nebius Group's stock dropped 3% even after Rosenblatt Securities gave it a Buy rating, reflecting ongoing pressure from a recent AI infrastructure selloff. The company, which rents AI accelerator capacity, has a strong revenue backlog of $37.5 billio...
