Recent chatter on X about Nebius Group N.V. (NBIS) has been notably active, fueled by the company's announcement of a significant AI deal with a major tech giant and a substantial run rate increase. Many users are captivated by the stock's sharp upward trajectory over the past month, with some pointing to analyst upgrades and raised price targets as signs of strong future potential. The buzz reflects a sense of excitement about the firm's positioning in the AI infrastructure space.
However, not all discussions are uniformly optimistic, as some voices on X have raised concerns about recent volatility and potential dilution risks following a major capital raise. A notable dip in the stock price this week has sparked debate about whether the rapid climb was overextended, with a few users suggesting market dynamics rather than fundamentals are at play. This mix of enthusiasm and caution keeps the conversation dynamic and closely watched.
Note: This discussion summary was generated from an AI condensation of post data.
Nebius Group N.V. Analyst Ratings
Wall Street analysts have issued reports on $NBIS in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- DA Davidson issued a "Buy" rating on 09/10/2025
- BWS Financial issued a "Buy" rating on 09/09/2025
- Goldman Sachs issued a "Buy" rating on 07/14/2025
- Northland Capital Markets issued a "Outperform" rating on 05/21/2025
To track analyst ratings and price targets for Nebius Group N.V., check out Quiver Quantitative's $NBIS forecast page.
Nebius Group N.V. Price Targets
Multiple analysts have issued price targets for $NBIS recently. We have seen 4 analysts offer price targets for $NBIS in the last 6 months, with a median target of $122.5.
Here are some recent targets:
- Alexander Duval from Goldman Sachs set a target price of $120.0 on 09/17/2025
- Alex Platt from DA Davidson set a target price of $125.0 on 09/10/2025
- Hamed Khorsand from BWS Financial set a target price of $130.0 on 09/09/2025
- Nehal Chokshi from Northland Capital Markets set a target price of $47.0 on 05/21/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.