NBIS Stock Hits All-Time High, But Goldman Sachs Reportedly Sees 42% Upside

• Nebius’ Meta contract prompted Goldman Sachs to lift revenue forecasts by roughly 33% to 54% for fiscal 2027–2030.
• Bank of America also turned more optimistic, increasing its price target to $175 from $150.
• The firm also pointed to Nebius’ rapid data center expansion in Finland and Alabama as evidence of strengthening capacity.

Nebius (NBIS) stock surged to a record high on Monday, reflecting growing confidence in its role as an important provider of artificial intelligence infrastructure.

The stock also drew renewed attention after Wall Street analysts lifted their price targets following the company’s recent AI infrastructure agreement with Meta Platforms Inc. (META) and backing from Nvidia Corp. (NVDA). 

Nebius’s Massive AI Deal Drives Optimism

According to an Investing.com report, Goldman Sachs increased its price target on the stock to $205 from $160 while maintaining a ‘Buy’ rating, implying a potential 42% upside to the stock’s closing price on Friday. 

The increased price target follows Nebius's securing of a multibillion-dollar deal with Meta, which provides long-term revenue visibility. Nebius finalized a long-term contract valued at $27 billion on March 16, committing to deliver AI computing infrastructure to Meta. 

Reflecting the scale of the agreement, Goldman Sachs boosted its revenue expectations for Nebius by roughly 33% to 54% between fiscal 2027 and 2030. The firm left its 2026 projections unchanged but expects meaningful upside in later years as the Meta contract ramps up.

At the time of writing, Nebius stock pared some of the gains and traded over 8% higher. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels. 

Bank Of America Highlights Capacity Expansion

Bank of America analyst Tal Liani raised the firm’s price target on Nebius to $175 from $150 while maintaining a ‘Buy’ rating, citing strong industry momentum and recent contract wins, according to TheFly. 

Liani highlighted that Nebius’ recent agreements reflect a continued appetite for high-performance computing. These large-scale deals, often involving hyperscale clients, signal a structural shift as enterprises invest heavily in AI capabilities, the firm said. 

Nebius is simultaneously scaling its infrastructure footprint to meet rising demand. The company is developing new data centers in Finland and Alabama, efforts that the analyst says will enhance its ability to deliver compute capacity at scale. 

NBIS stock has gained over 88% year-to-date. 

Also See: NET Stock Rebounds As Cloudflare Bets On Autonomous AI Systems With New Agent Tools

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