- Nebius shares rose 15% on Monday.
- The cloud infrastructure company has jumped onto investors’ radars after securing multibillion-dollar deals with Microsoft and Meta, as well as a $2 billion investment from Nvidia.
- Stocktwits sentiment for NBIS shifted to ‘extremely bullish’ from ‘bullish.’
Nebius Group has quickly become one of the market's most talked-about stocks, drawing praise from Wall Street after the AI cloud infrastructure firm announced a massive $27 billion cloud deal with Meta Platforms.
Shares rocketed 15% to $129.85 on Monday, leaving the stock just 8% shy of its 52-week high.
Analysts React To NBIS-META Deal
Soon after the Meta deal was announced, Citi began coverage of Nebius with a ‘Buy’ rating and a $169 price target, which implies a nearly 50% upside from the stock's last close. The research firm added that it expects the company to rapidly expand its share in the cloud market.
“Nebius positions itself as an emerging AI hyperscaler, not just a GPUaaS provider, with a full‑stack architecture that spans custom datacenter design, in‑house hardware, orchestration, and an expanding inference and agentic services layer,” Citi analyst Tyler Radke said in an investor note, according to CNBC.
D.A. Davidson raised its price target on the stock to $200 from $150 – a 54% upside from the last close – while maintaining a ‘Buy’ rating. The new agreement validates Nebius as one of the leading neocloud players, alongside CoreWeave, analysts said, adding that they expect another large hyperscaler customer to be signed on over the next year.
Recent Developments Involving Nebius
Nebius emerged in 2024 after Yandex's international assets were spun off following the Russia-Ukraine war, refocusing the business entirely on AI infrastructure.
Recently, the company has been expanding rapidly, securing multibillion-dollar cloud deals with Microsoft, acquiring AI search startup Tavily, and receiving a $2 billion investment from Nvidia.
As part of the Nvidia deal announced last week, the two companies will work together to design and deploy large AI data centers. Nebius would also gain early access to Nvidia’s latest computing technologies as the two companies collaborate on software and systems for running and managing large AI computing clusters.
Retail’s View On NBIS
On Stocktwits, the retail sentiment for NBIS shifted to ‘extremely bullish’ by late Monday, up from ‘bullish’ the previous day. Message volume for the ticker surged nearly 3,000% in the past 24 hours, while followers have jumped by over 13% in the past 90 days.
“This is only the beginning. (The stock is) finally getting the attention it has always deserved,” a user remarked. “This is a long hold that will most definitely create generational wealth.”
Currently, 10 of 13 analysts have a ‘Buy’ or higher rating on NBIS stock, 2 rate it ‘Hold,’ and 1 rates it ‘Strong Sell,’ per Koyfin. Their average price target of $160.08 implies an over 23% upside from the stock’s last close.
Nebius shares are up 55% year-to-date.
For updates and corrections, email newsroom[at]stocktwits[dot]com.