BWS Financial analyst Hamed Khorsand maintained a Buy rating on Nebius Group today and set a price target of $130.00.
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NBIS has a long & short ETF? Explore NEBX & NBIZHamed Khorsand has given his Buy rating due to a combination of factors tied to Nebius Group’s ability to scale profitably in AI infrastructure. He highlights that NBIS is using strong customer demand to self-fund expansion by requiring clients to prepay a large portion, in some cases up to the full value, of long-term contracts, which eases the strain of its sizable growth investments.
Khorsand also points to NBIS’s aggressive capital program, including as much as $20 billion in planned spending this year and new permitted AI data centers such as the large Independence, Missouri site, as a driver of future capacity and revenue. He argues that expected revenue growth in early 2026, combined with new facilities coming online and contributing sales, provides a solid underpinning for the stock and supports a 12‑month price target of $130.
Khorsand covers the Technology sector, focusing on stocks such as Innodata, Adeia, and Ubiquiti Networks. According to TipRanks, Khorsand has an average return of 12.7% and a 58.25% success rate on recommended stocks.
In another report released on February 23, Northland Securities also reiterated a Buy rating on the stock with a $232.00 price target.