Nebius Group (NBIS) reported strong quarterly results, beating Wall Street estimates on surging demand for AI cloud infrastructure and computing capacity. Top financial analysts also turned more bullish following the earnings report, raising price targets on the stock. Here’s what analysts expect next.
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Double your CRWV exposure with Tradr's CWVXFor context, Nebius is a Dutch technology company focused on AI cloud infrastructure and data center operations. In Q1, revenue surged 684% year-over-year to $399 million, beating analysts’ estimates of $375.1 million. The stock has now gained about 147% year-to-date.
Latest Analysts’ Views on NBIS Stock
Following its Q1 earnings, Compass Point analyst Michael Donovan raised his price target on Nebius stock to $260 from $150 while maintaining a Buy rating. The analyst pointed to strong Q1 growth, with total revenue rising to $399 million, driven mainly by the company’s AI Cloud business.
Donovan also highlighted sharp growth in annual recurring revenue, improving EBITDA margins, and a much stronger cash position, which he believes gives the company more flexibility to expand AI infrastructure. The analyst added that customer demand and prepayments continue supporting Nebius’ long-term AI growth outlook.
Likewise, Citizens analyst Greg Miller also raised his price target on Nebius stock to $270 from $175 while maintaining a Buy rating. The analyst said Nebius continues to show strong AI infrastructure growth, supported by its control over data centers, power capacity, and technology systems.
Miller also highlighted the company’s plan to reach 4GW of contracted capacity by the end of 2026, putting it on track to match CoreWeave (CRWV). The analyst believes Nebius’ mix of AI infrastructure and proprietary AI applications could create significant long-term shareholder value.
Who Are the Best Analysts Covering NBIS Stock?
Five-star-rated analyst Alex Platt at D.A. Davidson is currently the most accurate analyst covering NBIS stock over the past three months. He has a 100% success rate and an average return of 240.75% per trade. On TipRanks, Platt ranks #177 among more than 12,000 tracked analysts.
Platt also raised his price target on Nebius Group stock to $250 from $200 while maintaining a Buy rating. The analyst pointed to strong Q1 results, continued customer demand, and Nebius’ decision to raise its 2026 contracted power target from 3GW to 4GW. Platt believes the company remains on track to reach its long-term goal of 5GW active power capacity by 2030 and expects “another large-scale deal announcement in the near-to-medium term.”
Is NBIS a Good Stock to Buy?
According to the Street’s analysts, Nebius stock has a Strong Buy consensus rating based on nine Buys and two Holds assigned in the last three months. Meanwhile, average NBIS stock price target of $200.50 implies a downside of 14% from the current price.
