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 reported a strong Q1 2026 with revenue increasing 6.8 times to $399 million, primarily fueled by its AI Cloud business which now accounts for about 98% of total revenue. The company sees strong demand momentum, highlighted by a record sales pi...
Nasdaq announced the June 2026 quarterly rebalance of the Nasdaq-100 Index, effective before market open on June 22, 2026. Five companies—Astera Labs, CoreWeave, Nebius Group, Rocket Lab, and Teradyne—will be added to the index. Meanwhile, Charter Co...
Leopold Aschenbrenner, a 24-year-old former OpenAI researcher, launched a hedge fund that has achieved a remarkable 1,000% return since inception by focusing on the AI revolution. His fund, Situational Awareness, has made strategic bets on AI infrast...
Nebius Group N.V. reported exceptional Q1 results with revenues up 684% year-over-year and annual recurring revenue growth of 674%, despite facing compute capacity limits. The company raised its 2026 contracted power guidance to over 4GW and increase...
The Alger 35 ETF (ATFV) actively invests in companies driving the AI infrastructure boom, focusing on semiconductors, data centers, and networking tech. Led by CIO Dan Chung, the fund uses an all-cap, unconstrained approach to identify emerging marke...
