
NBIS Stock Forecast & Price Target
NBIS Analyst Ratings
Bulls say
Nebius Group (NBIS) is demonstrating significant growth potential as it expands its infrastructure, with an activity capacity reaching 170 megawatts and approximately 2 gigawatts of contracted power by the end of 2025. The company has secured major contracts with leading clients, including a significant multiyear agreement with Microsoft valued at $17 billion and a substantial contract with Meta Platforms, contributing to a projected annualized recurring revenue (ARR) target of $7 billion to $9 billion by the end of 2026. With a robust capital expenditure plan of up to $20 billion, Nebius is well-positioned to capitalize on increasing demand in the AI and high-performance computing sectors.
Bears say
Nebius Group's inability to meet demand in 2025 resulted in a downward revision of its revenue guidance to approximately $525.0 million, highlighting operational challenges that hinder growth potential. Furthermore, despite optimistic 2026 revenue projections of $3.0 billion to $3.4 billion, this figure contrasts sharply with earlier expectations, indicating significant operational bottlenecks, especially following a notable deal with Meta Platforms. Moreover, while the company reported fourth quarter revenue slightly ahead of estimates, its third quarter revenue fell short, revealing inconsistencies in revenue generation that could raise concerns about financial stability moving forward.
This aggregate rating is based on analysts' research of Nebius Group NV and is not a guaranteed prediction by Public.com or investment advice.
NBIS Analyst Forecast & Price Prediction
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