Analyst Price Targets — NBIS
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| August 25, 2026 4:05 pm | — | Goldman Sachs | $328.00 | $220.64 | TheFly | Nebius price target raised to $328 from $286 at Goldman Sachs |
| August 13, 2026 10:26 am | Rob Oliver | Robert W. Baird | $340.00 | $259.20 | TheFly | Nebius price target raised to $340 from $250 at Baird |
| August 7, 2026 1:19 pm | Gil Luria | D.A. Davidson | $175.00 | $185.60 | TheFly | Nebius price target lowered to $175 from $250 at DA Davidson |
| August 3, 2026 8:17 pm | — | Piper Sandler | $224.00 | $212.58 | TheFly | Nebius initiated with a Neutral at Piper Sandler |
| July 21, 2026 8:12 pm | — | Robert W. Baird | $250.00 | $216.92 | TheFly | Nebius initiated with an Outperform at Baird |
| July 20, 2026 1:04 pm | — | Northland Securities | $410.00 | $184.27 | TheFly | Nebius price target raised to $410 from $248 at Northland |
| June 2, 2026 8:56 am | — | BNP Paribas | $255.00 | $264.51 | TheFly | Nebius initiated with a Neutral at BNP Paribas |
| May 14, 2026 12:59 pm | Nehal Chokshi | Northland Securities | $248.00 | $228.59 | TheFly | Nebius price target raised to $248 from $215 at Northland |
| May 14, 2026 12:13 pm | — | Morgan Stanley | $144.00 | $221.65 | TheFly | Nebius price target raised to $144 from $126 at Morgan Stanley |
| May 13, 2026 5:08 pm | — | D.A. Davidson | $250.00 | $213.34 | TheFly | Nebius price target raised to $250 from $200 at DA Davidson |
Latest News for NBIS
Nebius Group (NBIS) remains a Buy as it monetizes AI infrastructure scarcity, with 2Q26 revenue up 454% YoY and EBITDA margins guided at 40%+ for FY26. NBIS is leveraging a structurally supply-constrained market, achieving $20–25M/MW for core contracts and $40–50M/MW for urgent capacity, driving step-change unit economics. The business model is shifting toward auction-style pricing, asset-light partnerships, and…
Each trading day, Benzinga Pro features hundreds of headlines and press releases, allowing traders to access the latest market news and individual stock information.
OpenAI CEO Sam Altman is sounding an alarm on the AI infrastructure boom — and traders in neocloud names like CoreWeave (NASDAQ:CRWV), Nebius Group (NASDAQ:NBIS) and IREN Ltd. (NASDAQ:IREN) are taking notice.
AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (“Nebius Group” or the “Company”; Nasdaq: NBIS), the AI cloud company, today announced that members of its management team will take part in the following investor conferences: Goldman Sachs Communacopia + Technology Conference on September 8, 2026 at 3:45 PM (PT). Citi's 2026 Global TMT Conference on September 9, 2026 at 7:50 AM (PT). The registration link to the live…
Nebius raised its year-end contracted power target from more than 3 gigawatts in February to more than 4 in May and 5 in August. The company's second-quarter revenue grew 454% year over year to $582 million.
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