NBIS Stock Rides AI Infrastructure Wave To Soar 600% In A Year — Analysts Say Nebius Presents A 'Huge Opportunity'

• The Dutch AI infrastructure provider has also struck multi-billion-dollar deals with tech giants like Microsoft and Meta Platforms.
• Nebius is also said to be in talks with Israeli AI startup AI21, after Nvidia pulled out of negotiations.
• Nebius also received a $2 billion investment from Nvidia in March 2026, with the two companies announcing a partnership to develop and deploy the next generation of hyperscale cloud infrastructure for the AI market.

Nebius Group NV (NBIS) shares hit a new all-time high of about $150 on Friday, taking the gains over the past year to over 600% as the company rides the demand for AI infrastructure.

The surge in NBIS stock comes amid a slew of recent developments from the company, including the construction of a new 310-megawatt AI factory in Finland and an expanding partnership with Nvidia Corp. (NVDA).

The Dutch AI infrastructure provider has also struck multibillion-dollar deals with tech giants such as Microsoft Corp. (MSFT) and Meta Platforms Inc. (META).

According to TheFly, analysts at BofA stated in a recent note that the business model of Nebius, of allowing companies to train and run their AI models without investing in the infrastructure, represents a “huge opportunity.”

Nebius shares were up more than 10% in Friday morning’s trade. NBIS was among the top trending tickers on the platform at the time of writing.

Why Is Wall Street Bullish On NBIS?

Analysts at Cantor Fitzgerald have an ‘Overweight’ rating and a $129 price target for the NBIS stock. The firm stated that, with the world heading toward the proliferation of AI across nearly every sector, business, and economy, it sees AI infrastructure as an “attractive place to invest.”

Explaining its bullish outlook, Cantor Fitzgerald stated that it expects a persistent imbalance between demand and supply of AI infrastructure over the next five years and beyond. This should help in the pricing of AI infrastructure facilities to remain strong, it said.

BofA has a price target of $150 on NBIS, with a ‘Buy’ rating. The firm stated that Nebius is strategically positioned to capture market share, with Meta and Microsoft among its list of customers.

Nebius Reportedly In Talks To Acquire Israeli AI Startup

According to a report by The Information on Thursday, Nebius is said to be in talks with Israeli AI startup AI21, after Nvidia pulled out of negotiations.

AI21 is said to have been looking for an exit after failing to penetrate the market with its large language models, but it experienced success with its AI agent management product, Maestro, according to the report.

Nebius struck a $27 billion, multi-year deal with Meta in March 2026, providing it with $12 billion in dedicated capacity across locations.

The company also stated that Meta has committed to purchasing additional available compute capacity across certain upcoming Nebius clusters, totaling up to $15 billion during this period. This agreement builds on a previous $3 billion deal between the two companies announced in November 2025.

Prior to the Meta deal, Nebius signed a $17.4 billion agreement with Microsoft in September 2025 to deliver AI infrastructure.

Nebius also reported a $2 billion investment from AI bellwether Nvidia, while announcing a strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market.

How Did Retail Traders React?

Retail sentiment on Stocktwits around Nebius trended in the ‘bullish’ territory with message volumes at ‘high’ levels at the time of writing.

One bullish user on the platform stated that AI is back on the menu now.

Another user thinks that the AI21 acquisition will make Nebius the next hyperscaler.

NBIS stock is up 79% year-to-date and 610% over the past 12 months. The iShares Core MSCI EAFE ETF (IEFA) is up 33% over the past 12 months, while the iShares MSCI EAFE ETF (EFA) is up 32%.

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