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NBIS Stock Forecast: Nebius Group NV Price Predictions for 2026-2027

Last close, 24 Aug 2026
$211
−3.71% on the day

The 2 Wall Street analysts covering Nebius Group NV hold a median 12-month price target of $288 — +36.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 21 of 100 as at 22 Aug 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$57.3B
Ticker Nerd rank
21 / 100
Median analyst target
$288
Analysts covering
2
Revenue$399.0M+621.5% y/y
Operating income−$128.0M
Net income$621.2M
Free cash flow−$214.9M
Quarterly, 8 quarters to 31 Mar 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−21.5%
1M
+12.4%
YTD
+152.1%
1Y
+205.9%
From 52W high
−26.4%
From 52W low
+229.4%
$64
$287
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

NBIS stock analysis: one number for the whole business

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.

Where the model ranks itAs at 22 Aug 2026
21 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Momentum
92
Growth
64
Revisions
54
Quality
45
Issuance
26
Volatility
20
Value
19
Accruals
9
Size
5

Momentum (92): The shares have been drifting up relative to others.

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 (5): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

NBIS stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on NBIS, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$0$100$200$300$400Oct 25Jan 26Apr 26Jul 26NBISHigh $415Median $288Low $144

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

What Wall Street says2 analysts
2 Buy0 Hold0 Sell
Low $144Median $288High $415

The green dot is the last close — the median target sits +36.3% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 6 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
18 Aug 2026DA DavidsonMaintainsNeutral$175 → $250
14 Aug 2026CitigroupMaintainsBuy$278 → $324
13 Aug 2026BairdMaintainsOutperform$250 → $340
13 Aug 2026DA DavidsonMaintainsNeutral$175
8 Aug 2026DA DavidsonMaintainsNeutral—
7 Aug 2026DA DavidsonMaintainsNeutral$250 → $175
5 Aug 2026CitigroupMaintainsBuy$287 → $278
5 Aug 2026CitigroupMaintainsBuy—
3 Aug 2026Piper SandlerInitiatesNeutral—
3 Aug 2026Piper SandlerInitiatesNeutral$224
22 July 2026BairdInitiatesOutperform—
22 July 2026BairdInitiatesOutperform$250
20 July 2026Freedom Capital MarketsUpgradeBuy—
20 July 2026Freedom Capital MarketsUpgradeBuy$159 → $200
20 July 2026Northland Capital MarketsMaintainsOutperform—
20 July 2026Northland Capital MarketsMaintainsOutperform$248 → $410
8 June 2026B of A SecuritiesMaintainsBuy$240 → $280
8 June 2026B of A SecuritiesMaintainsBuy—
2 June 2026BNP ParibasInitiatesNeutral—
2 June 2026BNP ParibasInitiatesNeutral$255

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. NBIS appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

NBIS vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 24 Aug 2026, Nebius Group NV returned +205.9% against +19.6% for the S&P 500, dividends included.

NBIS vs S&P 500, last 12 monthsTotal return, rebased to 100
100200300400Oct 25Jan 26Apr 26Jul 26NBISS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

NBIS analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
0
Analysts cutting
1
Fundamentals

Nebius Group NV (NBIS) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
73.2×

Cheaper than 10% of US stocks

Price / sales
42.3×

Cheaper than 6% of US stocks

Price / book
5.6×

Cheaper than 19% of US stocks

EV / EBITDA
232.4×

Cheaper than 1% of US stocks

Growth & margins
Revenue growth (YoY)
454.0%

Higher than 98% of US stocks

Earnings growth (YoY)
621.5%

Higher than 96% of US stocks

Gross margin
74.0%

Higher than 86% of US stocks

Operating margin
−0.2%

Higher than 32% of US stocks

Net margin
3.1%

Higher than 55% of US stocks

Returns & dividend
Return on equity
0.6%

Higher than 45% of US stocks

Return on assets
−1.9%

Higher than 37% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Nebius Group NV (NBIS) statistics: revenue, profit & scale

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 $57.3B and an enterprise value of $60.0B.

  • Revenue in the twelve months to 31 Mar 2026: $873.5M. The latest quarter grew 454.0% year on year.

  • Net income over the same four quarters: $817.3M, a 93.6% net margin.

  • Diluted earnings per share, trailing twelve months: $3.06.

  • Free cash flow in the twelve months to 31 Mar 2026: −$3.2B, after $6.0B of capital spending.

  • Shares outstanding: 253.9M.

  • Trailing P/E: 73.2×; forward P/E: −70.4× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Nebius Group NV employs 1,543 people — $566K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 31 Mar 2026 · market figures as at 25 Aug 2026

Data provided by Twelve Data

Peers

NBIS vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelInternet Content & Information
CompanyMarket capTKN rank
NBISNebius Group NV$57.3B
21
SPOTSpotify Technology SA$109.9B
71
RDDTReddit, Inc.$29.5B
69
PINSPinterest, Inc.$13.5B
79
MTCHMatch Group, Inc.$9.6B
97
SNAPSnap, Inc.$8.7B
71
ZZillow Group, Inc.$8.2B
59

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 →

News

Latest NBIS news & analysis

Nebius Group announces closing of private offering of convertible senior notes, with aggregate gross proceeds of approximately $5.75 billion

Business Wire · 24 Aug 2026positive

Nebius Group N.V. announced the closing of its private offering of convertible senior notes, sold to qualified institutional buyers in two series: 0.50% notes due 2030 and 4.50% notes due 2034. The offering generated aggregate gross proceeds of approximately $5.75 billion.

Why it matters — The closing of this ~$5.75 billion convertible notes offering strengthens Nebius Group's capital position, supporting its AI cloud operations and growth plans.

Nebius Group Falls 4% as $5B Convertible Settles, Datadog Drops 3%, Cloudflare Slips

24/7 Wall Street · 24 Aug 2026neutral

Nebius Group shares fell 4% midday Monday, with the decline attributed to the settlement of a scheduled $5 billion convertible note rather than a broader shift in AI cloud sentiment. Peers such as Datadog and Cloudflare also drifted lower the same day.

Why it matters — A NBIS watcher would note that the drop stems from a specific, one-off convertible supply event rather than a deterioration in the AI-cloud theme, which the item frames as neutral to the sector's overall outlook.

Forget CoreWeave — This Is the AI Stock You Should Instead Be Buying

24/7 Wall Street · 24 Aug 2026positive

CoreWeave posted Q2 revenue of $2.575 billion and was selected for inclusion in the Nasdaq-100 Index. The article argues readers should look past CoreWeave and instead consider a different AI stock as the preferred buy.

Why it matters — NBIS watchers would care because the piece positions another AI infrastructure name, implied to be Nebius, as a more attractive investment than the widely covered CoreWeave.

What's Going on With Nebius Shares on Monday?

Benzinga · 24 Aug 2026negative

Nebius Group shares traded lower by almost 4% on Monday as investors digested an upsized convertible financing related to its AI infrastructure buildout. The decline came as the broader Technology sector was down 2.3% and the S&P 500 fell 0.4%.

Why it matters — The upsized convertible financing signals the scale of Nebius's AI infrastructure expansion, and the share-price reaction reflects how investors are weighing that funding approach.

Is Nebius Overvalued or Digesting Debt for Something BIgger and Better?

24/7 Wall Street · 24 Aug 2026neutral

Nebius Group (NASDAQ:NBIS) trades at $219.13, with the article questioning whether the stock is overvalued or whether the company is managing debt in preparation for a larger strategic move. The piece frames the company as being at a pivotal crossroads in its valuation and capital structure.

Why it matters — A NBIS watcher would care because the article addresses whether the company's current valuation is justified or tied to an upcoming, larger strategic initiative backed by its debt position.

FAQ

Frequently asked questions about NBIS stock

What is the NBIS stock price forecast for 2026-2027?

The 2 Wall Street analysts covering Nebius Group NV have a median 12-month price target of $288, with estimates ranging from $144 to $415. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is NBIS stock a buy right now?

Of the 2 analysts covering Nebius Group NV, 2 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Nebius Group NV 21 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank NBIS?

As at 22 Aug 2026, Nebius Group NV ranks 21 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 Momentum (92 of 100).

Will NBIS stock go up?

No one can know that. What the data says: the median 12-month target from 2 analysts implies +36.3% from the last close, and Ticker Nerd's factor model ranks Nebius Group NV 21 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the NBIS stock forecast for 2030?

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: $144 to $415 over the next 12 months.

How has NBIS stock performed over the past year?

Nebius Group NV returned +205.9% over the 12 months to 24 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Nebius Group NV do?

Nebius Group N.V. is a technology company specializing in infrastructure and services for artificial intelligence developers worldwide.

What is the latest news on NBIS?

The most recent item we track (Business Wire, 24 Aug 2026): "Nebius Group announces closing of private offering of convertible senior notes, with aggregate gross proceeds of approximately $5.75 billion". Nebius Group N.V. announced the closing of its private offering of convertible senior notes, sold to qualified institutional buyers in two series: 0.50% notes due 2030 and 4.50% notes due 2034. The offering generated aggregate gross proceeds of approximately $5.75 billion.

Company

About Nebius Group NV.

Nebius Group N.V. is a technology company specializing in infrastructure and services for artificial intelligence developers worldwide. Based in Amsterdam, Netherlands, it focuses on providing full-stack AI-centric cloud platforms that combine large-scale GPU clusters, high-performance compute, storage, and networking resources. Nebius Group N.V. supports organizations building and deploying advanced AI models by offering scalable cloud services, managed infrastructure, and developer tools tailored to intensive machine learning and data workloads. The company operates data centers and servers designed to handle complex AI training and inference tasks, serving clients across sectors such as technology, internet services, and data-intensive enterprises. With research and development hubs and offices across Europe, North America, and Israel, Nebius Group N.V. plays a notable role in the communication services sector, particularly within internet content and information, by enabling the computational backbone required for modern AI applications and platforms.

CEO Mr. Arkady Volozh · 1,543 employees · Netherlands · https://nebius.com