
NBIS Stock Forecast & Price Target
NBIS Analyst Ratings
Bulls say
Nebius Group NV is strategically increasing its GPU capacity, which is expected to enhance its competitive positioning and enable a higher market valuation. The S-1 filing is anticipated to clarify the distinctions between Nebius Group and its competitor, CoreWeave, highlighting the lower associated risks of investing in Nebius, thus potentially attracting more investors. Additionally, even in a negative scenario of GPU overcapacity, Nebius Group has alternative operational facets that could retain significant value, providing a cushion for overall resilience.
Bears say
Nebius Group NV reported a fourth quarter revenue of approximately $22.5 million from its AI segment, which fell short of expectations and indicated a slower customer acquisition rate. The company's expansion of data center capacity and GPU clusters poses a potential risk of oversupply, which could lead to price erosion in a competitive market. Additionally, the current risk-off market environment disproportionately affects growth-oriented companies like Nebius, contributing to selling pressure and a diminished valuation of its AI business.
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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