The 17 Wall Street analysts covering Nebius Group NV hold a median 12-month price target of $260 — +22.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 27 of 100 as at 1 Aug 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
Momentum (93): 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 (6): Larger than most of the companies we track — more scrutinised, less often mispriced.
The rank is the raw material. Whether the rules would actually own Nebius Group NV — and when they’d sell — is the membership.
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.
The green dot is the last close — the median target sits +22.3% from it.
Of the 20 most recent actions, 3 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 22 July 2026 | Baird | Initiates | Outperform | $250 |
| 20 July 2026 | Freedom Capital Markets | Upgrade | Buy | $159 → $200 |
| 20 July 2026 | Northland Capital Markets | Maintains | Outperform | $248 → $410 |
| 8 June 2026 | B of A Securities | Maintains | Buy | $240 → $280 |
| 8 June 2026 | B of A Securities | Maintains | Buy | — |
| 2 June 2026 | BNP Paribas | Initiates | Neutral | $255 |
| 2 June 2026 | BNP Paribas | Initiates | Neutral | — |
| 18 May 2026 | DA Davidson | Assumes | Neutral | $250 |
| 15 May 2026 | Citigroup | Maintains | Buy | — |
| 14 May 2026 | B of A Securities | Maintains | Buy | — |
| 14 May 2026 | Citizens | Maintains | Market Outperform | — |
| 14 May 2026 | DA Davidson | Maintains | Buy | — |
| 14 May 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 11 May 2026 | B of A Securities | Maintains | Buy | — |
| 16 Apr 2026 | Wolfe Research | Initiates | Peer Perform | — |
| 9 Apr 2026 | Cantor Fitzgerald | Initiates | Overweight | — |
| 24 Mar 2026 | B of A Securities | Initiates | Buy | — |
| 16 Mar 2026 | BWS Financial | Maintains | Buy | — |
| 16 Mar 2026 | Citigroup | Initiates | Buy | — |
| 16 Mar 2026 | DA Davidson | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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 10% of US stocks
Cheaper than 5% of US stocks
Cheaper than 15% of US stocks
Cheaper than 99% of US stocks
Higher than 98% of US stocks
Higher than 96% of US stocks
Higher than 86% of US stocks
Higher than 20% of US stocks
Higher than 99% of US stocks
Higher than 73% of US stocks
Higher than 35% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
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.
The Motley Fool compares CoreWeave and Nebius as neocloud stocks, noting CoreWeave has greater scale and stronger contracted revenue visibility, while Nebius is growing faster and has secured major AI infrastructure agreements.
Why it matters — The article highlights Nebius's faster growth and major AI infrastructure deals, which are relevant factors for NBIS watchers assessing its competitive position.
Zacks Investment Research describes Nebius (NBIS) as a neocloud leader, noting that the company benefits from vertically integrated infrastructure, a strategic partnership with NVIDIA, and strong revenue growth visibility.
Why it matters — For NBIS watchers, this item signals that the company's infrastructure integration, NVIDIA partnership, and revenue visibility are viewed as key competitive strengths.
The Nasdaq jumped 1.85% in a midday rally Monday, led by strength in AI infrastructure stocks. NBIS was among the stocks surging most during the session.
Why it matters — As an AI infrastructure company, NBIS benefits directly from the market's renewed enthusiasm for the AI trade that is driving the broader rally.
Nebius may expand into India, potentially increasing its data center capacity beyond its current 2030 guidance of 5 GW to over 7 GW. Nvidia holds a 9.3% stake in the company via warrants that cannot be sold before September 2026.
Why it matters — The potential India expansion and Nvidia's locked-in stake signal possible growth upside and strengthened technology partnerships for NBIS investors.
A Motley Fool article reports that Nebius and CoreWeave stocks have dropped sharply and questions whether the decline is a buying opportunity. The piece notes both companies have deep relationships with Meta Platforms, which has indicated it will take all the computing capacity it can get.
Why it matters — The reported depth of Nebius's relationship with Meta and Meta's stated appetite for computing capacity is directly relevant context for anyone tracking Nebius's demand outlook.
The 17 Wall Street analysts covering Nebius Group NV have a median 12-month price target of $260, with estimates ranging from $120 to $410. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 17 analysts covering Nebius Group NV, 11 rate it a Buy, 5 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Nebius Group NV 27 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Aug 2026, Nebius Group NV ranks 27 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 (93 of 100).
No one can know that. What the data says: the median 12-month target from 17 analysts implies +22.3% from the last close, and Ticker Nerd's factor model ranks Nebius Group NV 27 out of 100 as at 1 Aug 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: $120 to $410 over the next 12 months.
Nebius Group NV returned +308.8% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Nebius Group N.V. is a technology company specializing in infrastructure and services for artificial intelligence developers worldwide.
The most recent item we track (The Motley Fool, 4 Aug 2026): "Better Neocloud Stock: CoreWeave vs. Nebius". The Motley Fool compares CoreWeave and Nebius as neocloud stocks, noting CoreWeave has greater scale and stronger contracted revenue visibility, while Nebius is growing faster and has secured major AI infrastructure agreements.
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