
NBIS Stock Forecast & Price Target
NBIS Analyst Ratings
Bulls say
Nebius Group NV is strategically enhancing its GPU capabilities, which is expected to narrow the competitive gap and position the company for a higher valuation in the rapidly growing AI infrastructure sector. The S-1 filing is anticipated to clarify the differentiating factors between Nebius and its competitors, such as CoreWeave, emphasizing that Nebius has mitigated risks that investors may encounter elsewhere. Furthermore, even in a potential worst-case scenario involving GPU overcapacity, Nebius is well-positioned to leverage its other business segments, suggesting a resilient overall business structure.
Bears say
Nebius Group NV's fourth quarter results fell short of expectations, driven by a slower customer acquisition rate and a sequential revenue decline to approximately $22.5 million within the Nebius AI segment. The company faces potential oversupply issues due to the ongoing expansion of its GPU infrastructure, which may lead to further price erosion in its services. Additionally, the current risk-off market environment significantly increases the selling pressure on growth-oriented tech companies like Nebius, contributing to a negative outlook for the stock.
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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