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

Last close, 15 Sept 2026
$207
−2.27% on the day

The 6 Wall Street analysts covering Nebius Group NV hold a median 12-month price target of $300 — +44.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 22 of 100 as at 15 Sept 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
$56.4B
Ticker Nerd rank
22 / 100
Median analyst target
$300
Analysts covering
6
Revenue$582.3M+478.3% y/y
Operating income−$175.9M
Net income−$190.4M
Free cash flow−$3.4B
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−15.0%
1M
−25.3%
YTD
+147.7%
1Y
+128.0%
From 52W high
−27.7%
From 52W low
+180.7%
$74
$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 15 Sept 2026
22 / 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
88
Growth
65
Revisions
59
Quality
46
Issuance
26
Value
19
Volatility
17
Accruals
9
Size
5

Momentum (88): 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
$100$200$300$400Oct 25Jan 26Apr 26Jul 26NBISHigh $415Median $300Low $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 says6 analysts
4 Buy2 Hold0 Sell
Low $144Median $300High $415

The green dot is the last close — the median target sits +44.7% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 4 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
9 Sept 2026Truist SecuritiesInitiatesBuy$355
18 Aug 2026DA DavidsonMaintainsNeutral$175 → $250
18 Aug 2026DA DavidsonMaintainsNeutral—
14 Aug 2026CitigroupMaintainsBuy$278 → $324
14 Aug 2026CitigroupMaintainsBuy—
13 Aug 2026BairdMaintainsOutperform$250 → $340
13 Aug 2026BairdMaintainsOutperform—
13 Aug 2026DA DavidsonMaintainsNeutral—
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$250
22 July 2026BairdInitiatesOutperform—
20 July 2026Freedom Capital MarketsUpgradeBuy—
20 July 2026Freedom Capital MarketsUpgradeBuy$159 → $200
20 July 2026Northland Capital MarketsMaintainsOutperform—

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 15 Sept 2026, Nebius Group NV returned +128.0% against +15.9% for the S&P 500, dividends included.

NBIS vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200250300Oct 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
3
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 9% of US stocks

Price / sales
41.6×

Cheaper than 6% of US stocks

Price / book
5.5×

Cheaper than 18% of US stocks

EV / EBITDA
228.7×

Cheaper than 1% of US stocks

Growth & margins
Revenue growth (YoY)
454.0%

Higher than 98% of US stocks

Earnings growth (YoY)
478.3%

Higher than 95% of US stocks

Gross margin
77.1%

Higher than 89% 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 $56.4B and an enterprise value of $59.0B.

  • 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.

  • Shares outstanding: 271.9M.

  • Trailing P/E: 73.2×; forward P/E: −66.0× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Nebius Group NV employs 1,543 people — $878K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 16 Sept 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$56.4B
22
RDDTReddit, Inc.$30.7B
66
SPOTSpotify Technology SA$114.9B
71
PINSPinterest, Inc.$10.8B
79
MTCHMatch Group, Inc.$10.5B
97
SNAPSnap, Inc.$9.7B
74
ZZillow Group, Inc.$7.5B
58

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: The AI-Pocalypse Panic Is A Buying Opportunity

Seeking Alpha · 16 Sept 2026positive

A Seeking Alpha article reaffirms a buy rating on Nebius, citing sustained hypergrowth, robust demand, and improving profitability. The company raised its year-end contracted capacity guidance to 5GW, reported a 41% adjusted EBITDA margin in Q2, and narrowed net losses while maintaining a debt-to-equity ratio of 1.7.

Why it matters — The raised capacity guidance and strong margin and balance-sheet figures signal accelerating operational momentum and growing demand for Nebius' AI infrastructure.

Navigating the Market: Inflation, Yields, & the Fed

Zacks Investment Research · 16 Sept 2026neutral

Zacks Investment Research reports that the market has been choppy and illiquid over recent weeks. It notes that Wednesday's FOMC meeting is expected to bring renewed volatility and provide the market with clearer direction.

Why it matters — Nebius Group, like other stocks, could see price movement depending on the outcome and market reaction to the Federal Reserve's policy meeting.

The Fastest-Growing AI Stock Looks Like a Brilliant Buy (It's Also a Nvidia Investment)

The Motley Fool · 15 Sept 2026positive

A Motley Fool article highlights Nebius as one of the fastest-growing AI stocks, noting that its rapid growth rate is expected to continue for several years. The piece also points out that the company is currently unprofitable and will likely remain so for some time.

Why it matters — NBIS watchers would care because the article underscores Nebius' sustained high-growth potential while flagging its ongoing lack of profitability, informing expectations for the company's trajectory.

Nebius: Why The Palantir Partnership Is A Game Changer (Rating Upgrade)

Seeking Alpha · 15 Sept 2026positive

Seeking Alpha reports that the author is upgrading Nebius (NBIS) back to a Buy, citing the new partnership with Palantir as a pivotal development that is expected to accelerate commercial AI infrastructure growth. The collaboration positions Nebius as Palantir's preferred enterprise sovereign AI infrastructure provider, adding credibility to Nebius's targeted 5 GW data center compute capacity goal.

Why it matters — A NBIS watcher would care because the Palantir partnership strengthens the company's credibility, distribution, and positioning in enterprise sovereign AI infrastructure, lending support to its data center capacity ambitions.

3 AI Stocks Poised to Outperform Micron and Sandisk as the Next Infrastructure Bottleneck Builds

The Motley Fool · 15 Sept 2026positive

A Motley Fool article highlights Nebius among AI infrastructure stocks poised to outperform Micron and SanDisk. It notes that the rising value of megawatts gives Nebius more leverage when negotiating future deals with tech giants, and it also separately discusses Innodata's work organizing data for hyperscalers.

Why it matters — NBIS watchers would care because the article points to strengthening negotiating leverage for Nebius amid a growing AI infrastructure bottleneck, suggesting an improving position in future hyperscaler deals.

FAQ

Frequently asked questions about NBIS stock

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

The 6 Wall Street analysts covering Nebius Group NV have a median 12-month price target of $300, 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 6 analysts covering Nebius Group NV, 4 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Nebius Group NV 22 out of 100 across roughly 4,600 US stocks as at 15 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank NBIS?

As at 15 Sept 2026, Nebius Group NV ranks 22 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 (88 of 100).

Will NBIS stock go up?

No one can know that. What the data says: the median 12-month target from 6 analysts implies +44.7% from the last close, and Ticker Nerd's factor model ranks Nebius Group NV 22 out of 100 as at 15 Sept 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 +128.0% over the 12 months to 15 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Nebius Group NV do?

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.

What is the latest news on NBIS?

The most recent item we track (Seeking Alpha, 16 Sept 2026): "Nebius: The AI-Pocalypse Panic Is A Buying Opportunity". A Seeking Alpha article reaffirms a buy rating on Nebius, citing sustained hypergrowth, robust demand, and improving profitability. The company raised its year-end contracted capacity guidance to 5GW, reported a 41% adjusted EBITDA margin in Q2, and narrowed net losses while maintaining a debt-to-equity ratio of 1.7.

Company

About Nebius Group NV.

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