NBIS Stock Hits Fresh 52-Week Highs — Wall Street Says Nebius Is Innovating Faster Than Its Peers

• Northland analyst Nehal Chokshi raised the price target on Nebius Group to $248 from $215 while maintaining an ‘Outperform’ rating after the company’s Q1 results topped expectations.
• The analyst said Nebius continues to outpace other AI-as-a-Service peers in software innovation.
• Citizens highlighted the control Nebius exercises over its vertically integrated operations, including the technology stack, power, and data center capacity.

Shares of Nebius Group NV (NBIS) hit a new 52-week high on Thursday, with the stock on track for its best weekly performance in more than eight months.

This comes after Nebius reported a massive 684% year-on-year surge in its first-quarter (Q1) revenue on Wednesday and increased its guidance for capacity addition through 2026.

Nebius shares were up nearly 11% in Thursday morning’s trade and were among the top trending tickers on Stocktwits at the time of writing.

Massive Q1 Beat Turns Wall Street Bullish On NBIS

According to TheFly, Northland analyst Nehal Chokshi raised the price target on Nebius Group to $248 from $215 while maintaining an ‘Outperform’ rating after the company’s Q1 results topped expectations.

The analyst said Nebius continues to outpace other AI-as-a-Service peers in software innovation.

Analysts at Citizens raised their price target on Nebius to $270 from $175 while maintaining an ‘Outperform’ rating. The firm highlighted Nebius Group’s hyper-growth trajectory following strong Q1 results.

The firm also highlighted the control Nebius exercises over its vertically integrated operations, including the technology stack, power, and data center capacity.

DA Davidson raised its price target on Nebius Group to $250 from $200 and maintained a ‘Buy’ rating after strong Q1 results and increased FY26 contracted power guidance to 4GW from 3GW.

The firm said Nebius remains on track to achieve its long-term goal of 5 GW of active power capacity by 2030.

Morgan Stanley raised its price target for NBIS to $144 from $126 with an ‘Equal Weight’ rating, while BofA hiked its target to $240 from $205 while keeping a ‘Buy’ rating.

NBIS Q1 At A Glance

Nebius Group reported adjusted EPS of $2.11 in Q1, compared with a loss of $0.48 per share a year earlier. Revenue jumped 684% YoY to $399 million from $50.9 million in the prior-year quarter.

Wall Street expected Nebius to report a loss of $0.78 per share on revenue of $389 million, according to Fiscal.ai data.

The company also announced that it had secured the power and land needed for a new 1.2-gigawatt facility in Pennsylvania. Nebius’ contracted power capacity has already reached 3.5 GW, surpassing its previous 2026 target of 3 GW, prompting the company to raise guidance to more than 4 GW after securing two gigawatt-scale U.S. sites.

How Did Retail Traders React To NBIS?

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

One user believes that NBIS stock is primed to explode following its recent announcements.

Another user believes that the new Pennsylvania facility will generate significant future revenue.

NBIS stock is up 173% year-to-date and 532% over the past 12 months. The iShares Core MSCI EAFE ETF (IEFA) is up 22% over the past 12 months, while the iShares MSCI EAFE ETF (EFA) is up 21%.

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