Nebius Group ( (NBIS) ) has risen by 18.97%. Read on to learn why.
Claim 30% Off TipRanks
New trading tool for NBIS bulls/bearsNebius Group shares climbed 18.97% over the past week, as investors cheered a wave of bullish analyst calls and growing enthusiasm around its role in the booming AI infrastructure market. Northland Securities’ Nehal Chokshi reiterated a Buy rating with a Street‑high $232 price target, while the broader analyst consensus now sits at “Strong Buy” with an average target of $150.86. The stock recently traded around $109.69 after a double‑digit intraday jump.
The key driver behind the move is Nebius Group’s newly announced strategic alliance with Nvidia, which includes a $2 billion investment and a joint plan to build hyperscale AI cloud infrastructure. Analysts highlight that Nvidia’s commitment signals strong confidence in Nebius’ engineering capabilities and its position as an early adopter of next‑generation AI platforms such as Rubin, Vera, and BlueField, along with Nvidia’s wider software stack. Goldman Sachs’ Alexander Duval reaffirmed his Buy rating and set a $160 price target, arguing that the Nvidia deal materially expands Nebius’ long‑term growth potential.
While Nebius Group is still loss‑making on a GAAP basis, its latest quarter showed a sharp jump in revenue to $227.7 million from $37.9 million a year earlier, reinforcing the view that the company is scaling quickly in a high‑growth niche. The Nvidia partnership is expected to accelerate data‑center power capacity toward more than 5GW by 2030, well above previous plans, suggesting that current market expectations may underestimate Nebius’ future revenue. That combination of rapid top‑line growth, a deep‑pocketed strategic partner, and strong analyst support has fueled the recent 18.97% surge in the stock.