Recent chatter on X about Nebius Group N.V. (NBIS) has been ignited by the company’s announcement of a significant run rate increase from $1 billion to $4.5 billion annually, far surpassing Wall Street expectations. Many users on the platform are expressing awe at this growth, pointing to upcoming Microsoft contract deliveries and potential future deals as catalysts for further upside. The discussion also highlights raised analyst price targets, fueling speculation about the stock’s trajectory.
Additionally, posts on X have focused on the company’s AI infrastructure developments, with some emphasizing robust demand and peak utilization rates as signs of strength. There’s a palpable excitement around institutional uptake and share buyback announcements, with users debating the impact of reduced share supply on future price movements. The tone of these conversations reflects a strong interest in how Nebius will capitalize on the booming AI sector.
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:
- BWS Financial issued a "Buy" rating on 08/08/2025
- DA Davidson issued a "Buy" rating on 08/08/2025
- 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 $71.5.
Here are some recent targets:
- Alex Platt from DA Davidson set a target price of $75.0 on 08/08/2025
- Hamed Khorsand from BWS Financial set a target price of $90.0 on 08/08/2025
- Alexander Duval from Goldman Sachs set a target price of $68.0 on 07/14/2025
- 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.
