BWS Financial raised the firm’s price target on Nebius (NBIS) to $130 from $90 and keeps a Buy rating on the shares after the company announced its first hyperscaler contract worth as much as $19.4B with Microsoft (MSFT) over five years. With Nebius having a major contract in hand, it “would now seem reasonable to expect” the company to accelerate GPU installations and bring New Jersey online as fast as possible, says the analyst, who adds that the firm’s prior 2026 estimates “would now seem obsolete.”
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