Citizens increased its price target for Nebius from $175 to $270, citing the company's rapid AI expansion and strong Q1 fiscal 2026 results. Analyst Greg Miller highlighted Nebius' competitive edge in technology and data center capacity, expecting 4GW contracted capacity by the end of 2026. DA Davidson also raised its target from $200 to $250, noting strong demand and a 5GW active power goal by 2030. Morgan Stanley raised its forecast to $144 but maintained a Hold rating. Overall, Wall Street remains bullish with an average 12-month target of $197.20, slightly below the current price, reflecting confidence in Nebius' growth trajectory.
Nebius is transitioning from speculative AI infrastructure development to a stable, large-scale supplier backed by a $50 billion contract backlog, including deals with Meta and Microsoft. This shift reduces risk and boosts profitability, with AI segm...
Nebius Group's stock surged 20% intraday after reporting a strong Q1 2026 with adjusted EPS of $2.11, beating estimates, and revenue up 684% year-over-year to $399 million. The company announced a $27 billion multi-year contract with Meta Platforms a...
Nebius Group N.V. exceeded revenue and earnings expectations in Q1 due to strong demand for GPU computing and expanding Data Center contracts. The company reaffirmed its annual recurring revenue target of $7-9 billion for fiscal year 2026, driven by ...
Nebius Group N.V. reported a 684% year-over-year revenue increase and a rise in annual recurring revenue (ARR) to $1.9 billion, with adjusted EBITDA turning strongly positive. The company is expanding its AI infrastructure beyond GPUs into inference,...
Nebius Group N.V. reported a strong Q1 with revenue up 684% year-over-year and adjusted EBITDA turning positive, signaling improved profitability. The company raised its capacity guidance by 25% and saw pipeline generation grow 3.5 times quarter-over...
