Nebius (NBIS) Stock: Why Analysts See 80% Upside After Monster Rally

TLDR

• Nebius Group shares have jumped 242% in 2025 following major AI infrastructure contracts
• Microsoft and Meta signed multi-billion-dollar deals with the cloud computing provider
• Citizens JMP analyst set a $175 price target, representing 80% potential upside
• Goldman Sachs raised its target to $155 and expects more large contracts ahead
• Wall Street consensus shows Strong Buy rating with average target of $164.20

Nebius Group stock has delivered triple-digit returns this year as the company capitalizes on surging demand for AI computing power. Shares have climbed 242% year-to-date, pushing the market cap to $22.14 billion.

Nebius Group N.V., NBIS

The Amsterdam-based cloud infrastructure provider has landed game-changing contracts with two tech giants. Multi-billion-dollar deals with Microsoft and Meta signal strong validation of Nebius’s capabilities in handling enterprise-scale AI workloads.

These partnerships focus on providing high-performance computing resources for AI applications. The agreements demonstrate that Nebius can compete effectively in a market dominated by larger, established players.

The company specializes in data center operations and cloud infrastructure tailored for AI workloads. Heavy investment in research and development has improved its machine learning and data processing tools. Customer feedback has been encouraging so far.

Wall Street Sees More Gains Ahead

Analyst Gregory Miller at Citizens JMP recently initiated coverage with a buy rating and $175 price target. That implies more than 80% upside from current trading levels.

Miller highlighted Nebius’s GPU cluster buildout as a major value creator. The company works closely with Nvidia for chip supply. Limited availability in AI computing hardware should keep pricing power strong, according to Miller’s analysis.

Goldman Sachs analyst Alexander Duval bumped his price target from $137 to $155 while keeping a buy rating. The Microsoft deal stands out as particularly important for the GPU-as-a-Service segment. Goldman anticipates additional major contracts in the pipeline.

What Sets Nebius Apart

The company’s smaller size gives it an advantage over legacy competitors. Nebius can pivot quickly to meet changing customer demands and emerging technology trends. That agility matters in a fast-moving market.

Businesses increasingly want customized AI solutions rather than generic offerings. Nebius is positioned to capture this growing demand for tailored infrastructure. The shift toward specialized cloud services plays to the company’s strengths.

Strong Q3 revenue growth exceeded analyst expectations. The company’s expansion strategy and contract wins have bolstered investor confidence. Technical indicators point to continued buying pressure.

Analyst Consensus and Price Targets

Wall Street’s consensus rating stands at Strong Buy based on five buy recommendations and one hold. Zero analysts rate the stock a sell. The average price target of $164.20 suggests 73% upside potential.

Options market data shows mixed sentiment, but implied volatility metrics lean modestly bullish. Some caution exists around broader AI sector valuations, yet Nebius continues attracting institutional interest.

Average daily volume runs at 21.26 million shares. Year-to-date performance of 191% ranks among the best in the tech sector for 2025. The stock currently carries a buy signal from technical analysis tools.

Nebius reported strong third-quarter results that drove the recent rally. The company’s partnerships with Microsoft and Meta represent its largest contracts to date. Analysts expect revenue growth to accelerate as these deals ramp up through 2026.

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