Nebius Group (NBIS) is getting a fresh wave of upbeat calls from Wall Street after a strong first-quarter report. Following the release, Citi analyst Tyler Radke raised his price target by 70% on Nebius stock to $287 from $169 and kept a Buy rating.
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More Analysts Raise Targets after Blowout Q1
Radke’s upbeat call adds to a growing list of analysts raising their expectations.
Compass Point analyst Michael Donovan lifted his price target to $260 from $150, while maintaining a Buy rating. Donovan said Nebius exited Q1 with “sharply higher” growth across nearly every key metric.
Revenue jumped 75% from the prior quarter to $399 million, while AI Cloud revenue rose 82% to $389.7 million and made up almost all of total sales. ARR climbed to $1.92 billion, up from $1.25 billion at year‑end.
Donovan said Nebius is now working to turn its contracted power into active capacity fast enough to reach its FY26 ARR goal of $7-$9 billion. He said the company’s numbers came in stronger than expected, which supports his Buy rating and higher price target.
Similarly, Citizens analyst Greg Miller also raised his target to $270 from $175 while maintaining a Buy rating. Miller said Nebius still shows “hyper-growth” traits, helped by its tight control over its technology stack, power supply, and data center footprint.
The company now plans to end 2026 with 4GW of contracted capacity, marking its fourth straight quarterly increase and putting it on pace with CoreWeave (CRWV). Miller said Nebius is building a strong mix of digital infrastructure and its own software tools, which he believes could boost shareholder value over time.
Is NBIS a Good Stock to Buy?
Turning to Wall Street, NBIS stock has a Strong Buy consensus rating based on eight Buys and two Holds assigned in the last three months. At $213.67, the average Nebius stock price target implies a 0.14% downside risk.
