Key Highlights
- Nebius Group (NBIS) reached a record peak of $141.14 this week, climbing 21.1% from last Friday’s closing price through Thursday’s session.
- The shares have surged 25% over the past week and an impressive 549% year-over-year.
- News surfaced Thursday that Nebius is pursuing acquisition discussions with AI21 Labs, an Israeli artificial intelligence startup.
- Cantor Fitzgerald launched coverage on the stock with an overweight recommendation and set a price target of $129.
- Bank of America maintains a $150 buy rating; BWS Financial projects a $200 target following a major $12 billion contract with Meta.
Nebius Group experienced an exceptional week of trading. The AI infrastructure provider saw its shares reach a record high of $141.14 on Thursday, with momentum carrying into Friday as the stock touched $149.80 during intraday trading.
Between last Friday’s market close and Thursday’s session, shares jumped 21.1%, based on data from S&P Global Market Intelligence. This performance comes on the heels of a 7.9% advance recorded during the prior week.
On a twelve-month basis, NBIS has skyrocketed approximately 549%. The company’s market capitalization now stands at roughly $34.49 billion.
Two primary factors fueled this week’s impressive rally. First, The Information published a report Thursday revealing that Nebius has entered into discussions to purchase AI21 Labs, an Israeli enterprise-focused AI systems developer.
Given that Nebius rarely engages in acquisitions, the revelation immediately captured market attention. However, no agreement has been finalized, and negotiations remain ongoing with the possibility of collapse.
The second driver came from new Wall Street research. Cantor Fitzgerald launched coverage on NBIS with an overweight designation and established a $129 price objective, as reported by Thefly.com.
Wall Street Price Targets Build Momentum
BofA Securities maintains a buy recommendation on the shares with a $150 valuation target. BWS Financial takes an even more aggressive stance, projecting a $200 price point following Nebius’s successful negotiation of a $12 billion agreement with Meta Platforms, which includes the potential for an additional $15 billion extension. Implementation of this partnership is scheduled to commence in early 2027.
InvestingPro identifies the stock as potentially trading above its Fair Value calculation, categorizing it among the platform’s most richly valued equities.
Valuation metrics appear elevated across multiple measures. NBIS currently commands a multiple of 896 times its operating cash flow.
Business Development and Infrastructure Expansion
Beyond share price performance, Nebius has been advancing its capital structure and infrastructure initiatives. The firm successfully priced a $4 billion convertible senior notes offering slated for early 2026, increased from the originally planned $3.75 billion. These notes carry maturity dates of 2031 and 2033.
Nebius has also unveiled plans for constructing a 310 MW AI factory in Lappeenranta, Finland. This facility is projected to commence operations by 2027 and would establish itself as one of Europe’s largest AI infrastructure facilities.
The organization has established an objective of securing more than 3 GW of contracted power capacity by the conclusion of 2026.
On Friday’s trading session, NBIS changed hands near $146.40, fluctuating within a daily range of $134.88 to $149.80. Trading volume for the day registered approximately 666,000 shares, significantly below the typical average of 15 million shares.
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