Nebius (NBIS) Stock: Wall Street Issues Strong Buy Rating on Microsoft and Meta Deals

TLDR

• Nebius Group stock has surged 242% year-to-date, reaching a market cap of $22.14 billion
• The company secured multi-billion-dollar deals with Microsoft and Meta for AI computing infrastructure
• Q3 revenue showed strong growth, driving investor confidence in the AI cloud provider
• Analyst Gregory Miller from Citizens JMP set a $175 price target, implying 80% upside potential
• Wall Street maintains a Strong Buy rating with an average price target of $164.20, suggesting 73% upside

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Nebius Group stock has been on a tear this year, climbing over 240% as the Amsterdam-based company plants its flag in the booming AI infrastructure market. The gains come as demand for cloud computing and AI workloads continues to accelerate across the tech sector.

Nebius Group N.V., NBIS

The company recently locked in major contracts with Microsoft and Meta worth billions of dollars. These deals focus on providing high-performance AI computing power for heavy workloads. The agreements show Nebius can compete with larger players and handle enterprise-scale operations.

Nebius operates data centers and cloud infrastructure with a particular focus on AI applications. The company has been pouring resources into research and development, especially in machine learning and data processing capabilities. Early feedback from customers has been positive.

The stock now trades at a market cap of around $22.14 billion. Average daily trading volume sits at 21.26 million shares. Technical indicators currently flash a buy signal.

Why Analysts See More Room to Run

Wall Street analysts are keeping their bullish stance on the stock. Citizens JMP analyst Gregory Miller recently initiated coverage with a buy rating and a $175 price target. That implies more than 80% upside from current levels.

Miller pointed to Nebius’s work building large GPU clusters as a key value driver. The company partners closely with Nvidia for its chip needs. He thinks supply constraints in AI computing will keep prices elevated, which should benefit Nebius.

Goldman Sachs analyst Alexander Duval raised his price target from $137 to $155 while maintaining a buy rating. Goldman views the Microsoft deal as particularly important for the company’s GPU-as-a-Service business. The firm expects more large contracts to follow.

The Competitive Edge

One thing working in Nebius’s favor is its size. As a smaller, more nimble player, the company can adapt faster than legacy competitors. It doesn’t have the same bureaucratic drag that slows down bigger organizations.

The company is betting that businesses want customized AI solutions rather than one-size-fits-all options. That trend appears to be playing out. Demand for tailored cloud infrastructure is growing as more companies rush to implement AI capabilities.

Options activity shows mixed sentiment, but implied volatility and put-call ratios suggest a modestly bullish tone overall. Some investors remain cautious about broader AI valuations, but Nebius continues to attract buyers.

The consensus rating on Wall Street is Strong Buy based on five buy recommendations and one hold. No analysts currently rate the stock a sell. The average price target of $164.20 represents 73% potential upside from current trading levels.

Nebius reported strong Q3 revenue growth that beat expectations. The company’s aggressive expansion strategy and successful contract wins have reinforced confidence among shareholders. Year-to-date performance of 191% has made it one of the top-performing tech stocks of 2025.

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