Amsterdam-based Nebius Group (NBIS) has captured strong investor interest, with its shares climbing 242% year-to-date. The company is positioning itself at the heart of the rising demand for cloud computing and scalable AI workloads. Backed by encouraging support from top Wall Street analysts, investors are now watching closely to see if the momentum can hold in the months ahead.
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For context, Nebius is a Dutch technology company specializing in data center operations and cloud infrastructure.
Nebius Still Has a Strong Bullish Story
One of Nebius’s key strengths is its speed and flexibility as a smaller company. Unlike bigger, traditional competitors, it can adjust quickly to new tech trends and changing customer needs. The company is also putting heavy focus on research and development to improve its AI tools, especially in areas like machine learning and data processing. Early users and adopters have responded positively to these improvements.
Nebius recently announced multi-billion-dollar deals with Microsoft (MSFT) and Meta (META), signaling growing demand for fast, high-performance AI computing. The agreements show that Nebius has the capacity to support big companies and handle heavy AI workloads, strengthening its role in scalable cloud and AI infrastructure. This could help the company further solidify its place in the industry as demand for AI-powered services continues to rise.
With more businesses looking for tailored, customizable AI solutions, demand is growing — and Nebius Group is well-positioned to benefit from this shift.
Analysts Stay Bullish on NBIS Stock
Looking ahead, analysts believe that if Nebius keeps improving its technology and winning more customers, it could emerge as a key name in AI in 2026.
Recently, analyst Gregory P Miller at Citizens JMP initiated a Buy rating on NBIS stock with a price target of $175, implying a growth rate of over 80% from the current level. Miller said that building large groups of GPUs could create major value for Nebius, which works closely with chip leader Nvidia (NVDA). He believes the company can benefit from strong demand, keeping prices high, as the market still doesn’t have enough supply to match the need for AI computing.
Meanwhile, four-star-rated analyst Alexander Duval at Goldman Sachs raised his price target on NBIS stock from $137 to $155 while keeping his Buy rating. Overall, Goldman sees the Microsoft deal as a strong win for the company’s AI infrastructure business, especially its GPU-as-a-Service offering. Goldman expects this could bring more big contracts and support faster revenue growth ahead.
Is NBIS a Good Stock to Buy?
According to TipRanks, Wall Street has a Strong Buy consensus rating on Nebius stock based on five Buys and one Hold recommendation. The average NBIS stock price target of $164.20 indicates 73.41% upside potential.
