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.
Nebius Group NV announced price increases for its on-demand GPU cloud services starting October 1. Prices for Nvidia H100 GPU instances will rise by about 17%, and the newer Nvidia B300 GPU rates will increase by about 21%. Additionally, AMD EPYC Gen...
Nebius Group announced higher on-demand rental rates for AI GPUs starting October 1, signaling strong demand and limited supply. This move lifted Nebius stock by 10% and IREN by 6%, as both benefit from the ability to charge more for scarce GPU capac...
Nebius has been reaffirmed at a buy rating due to its sustained rapid growth, strong demand, and improving profitability. The company raised its year-end contracted capacity guidance to 5GW, supported by strong pricing power as seen in rising annual ...
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 pro...
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% ...
