The 22 Wall Street analysts covering Nebius Group NV hold a median 12-month price target of $302 — +99.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 26 of 100 as at 3 Nov 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Nebius Group NV on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (78): Analysts have, on balance, been raising their forecasts.
Accruals (9): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (6): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on NBIS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +99.2% from it.
Of the 20 most recent actions, 4 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 Oct 2026 | Piper Sandler | Maintains | Neutral | $237 → $185 |
| 8 Oct 2026 | Rosenblatt | Initiates | Buy | $304 |
| 8 Oct 2026 | Rosenblatt | Initiates | Buy | — |
| 30 Sept 2026 | William Blair | Initiates | Outperform | — |
| 30 Sept 2026 | William Blair | Initiates | Outperform | — |
| 24 Sept 2026 | BNP Paribas | Upgrade | Outperform | — |
| 24 Sept 2026 | BNP Paribas | Upgrade | Outperform | $260 → $399 |
| 21 Sept 2026 | Rothschild & Co | Initiates | Sell | — |
| 21 Sept 2026 | Rothschild & Co | Initiates | Sell | $84 |
| 9 Sept 2026 | Truist Securities | Initiates | Buy | — |
| 9 Sept 2026 | Truist Securities | Initiates | Buy | $355 |
| 18 Aug 2026 | DA Davidson | Maintains | Neutral | — |
| 18 Aug 2026 | DA Davidson | Maintains | Neutral | $175 → $250 |
| 14 Aug 2026 | Citigroup | Maintains | Buy | $278 → $324 |
| 14 Aug 2026 | Citigroup | Maintains | Buy | — |
| 13 Aug 2026 | Baird | Maintains | Outperform | $250 → $340 |
| 13 Aug 2026 | Baird | Maintains | Outperform | — |
| 13 Aug 2026 | DA Davidson | Maintains | Neutral | — |
| 13 Aug 2026 | DA Davidson | Maintains | Neutral | $175 |
| 8 Aug 2026 | DA Davidson | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
NBIS appears in the Radar on the weeks it earns a place.
AI cloud capacity
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AI chips
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AI networking and serversIn full
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Data centre power
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 3 Nov 2026, Nebius Group NV returned +25.9% against +11.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 6% of US stocks
Cheaper than 6% of US stocks
Cheaper than 24% of US stocks
Cheaper than 1% of US stocks
Higher than 98% of US stocks
Higher than 95% of US stocks
Higher than 89% of US stocks
Higher than 31% of US stocks
Higher than 55% of US stocks
Higher than 45% of US stocks
Higher than 37% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Nebius Group NV has a market value of $39.1B and an enterprise value of $44.4B.
Revenue in the twelve months to 30 June 2026: $1.4B. The latest quarter grew 454.0% year on year.
Net income over the same four quarters: $42.4M, a 3.1% net margin.
Diluted earnings per share, trailing twelve months: $−0.06.
Free cash flow in the twelve months to 30 June 2026: −$5.9B.
Trailing P/E: 117.1×; forward P/E: −41.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Nebius Group NV employs 1,543 people — $878K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Nebius Group NV — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Motley Fool compares BigBear.ai and Nebius, reporting that BigBear.ai’s trailing-12-month revenue fell about 1.5% and it recorded a roughly $180 million net loss, while Nebius revenue rose 444% and it reported a $62 million profit.
Why it matters — The reported revenue growth and profitability provide NBIS watchers a snapshot of Nebius’s recent performance in the comparison.
Nebius is expanding its AI cloud business with support from major agreements with Microsoft and Meta. The excerpt says its revenue targets depend on substantial investment, reliable capacity delivery, and continued access to financing.
Why it matters — These execution and financing requirements are central to whether Nebius can reach its stated revenue goals.
AI data center stocks rebounded after a financing scare, with Applied Digital rising 9%, IREN jumping 9%, and Nebius climbing 7%.
Why it matters — The rebound included Nebius, providing NBIS watchers with a snapshot of its move alongside other AI data center stocks.
On CNBC’s “Mad Money Lightning Round,” Jim Cramer said he likes Howmet Aerospace and recommended buying the stock, noting it has come down a great deal while its numbers remain good.
Why it matters — The item discusses Howmet Aerospace rather than Nebius, so it offers no company-specific information about NBIS.
Applied Digital shares fell 8% as concerns about financing the AI data center buildout returned to focus. Nebius and CoreWeave shares also fell 6%, according to the headline.
Why it matters — The report links NBIS's decline to broader investor concerns about how AI data center expansion will be financed.
The 22 Wall Street analysts covering Nebius Group NV have a median 12-month price target of $302, with estimates ranging from $84 to $410. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 22 analysts covering Nebius Group NV, 15 rate it a Buy, 6 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Nebius Group NV 26 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, Nebius Group NV ranks 26 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (78 of 100).
No one can know that. What the data says: the median 12-month target from 22 analysts implies +99.2% from the last close, and Ticker Nerd's factor model ranks Nebius Group NV 26 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Nebius Group NV publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for NBIS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $84 to $410 over the next 12 months.
Nebius Group NV returned +25.9% over the 12 months to 3 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Nebius Group N.V. Class A Ordinary Shares represents ownership in Nebius Group, a technology company focused on building full-stack infrastructure for the global AI industry.
The most recent item we track (The Motley Fool, 4 Nov 2026): "BigBear.ai vs. Nebius: Which AI Stock Is the Better Buy for 2027?". The Motley Fool compares BigBear.ai and Nebius, reporting that BigBear.ai’s trailing-12-month revenue fell about 1.5% and it recorded a roughly $180 million net loss, while Nebius revenue rose 444% and it reported a $62 million profit.
Nebius Group N.V. Class A Ordinary Shares represents ownership in Nebius Group, a technology company focused on building full-stack infrastructure for the global AI industry. Nebius Group provides an AI-centric cloud platform that includes large-scale GPU clusters, cloud services, and developer tools for organizations developing and deploying artificial intelligence workloads. The company also operates specialized businesses under the Nebius umbrella, including Toloka AI, which supports data services for generative AI development; TripleTen, an edtech platform centered on technology reskilling; and Avride, which develops autonomous driving technology. Based in Amsterdam, Nebius Group serves customers and partners across the United States, the United Kingdom, and international markets, positioning itself as an infrastructure provider within the broader technology services sector.
CEO Mr. Arkady Volozh · 1,543 employees · Netherlands · https://nebius.com
