Barrons.com4h agobullish
CoreWeave and Nebius Score UpgradesNebius and CoreWeave receive upgrades as Wall Street believes strong AI demand is supporting favorable contract pricing.
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GuruFocus.com5h agobullish
Nebius Stock Soars 8% as BNP Paribas Delivers Massive Price Target HikeNebius Stock Jumps After Wall Street Bank Upgrades AI Infrastructure Play
24/7 Wall St.7h agobullish
Nebius Surges 6%, CoreWeave Treads Water as JPMorgan Upgrade Flags Rising Compute Pricing; IREN Slides 4%A JPMorgan upgrade and surging compute prices should lift all AI infrastructure boats, yet Nebius, CoreWeave, and IREN are heading in three completely different directions Thursday, and the reason why reveals something important about where real pricing power actually lives.
GuruFocus.com8h agobullish
CoreWeave Wins JPMorgan Upgrade on Premium Compute PricingShort-term contracts at premium rates are lifting margins on new deals, the bank says
Investor's Business Daily10h agobullish
CoreWeave Stock Upgraded On 'Favorable' AI Cloud Pricing PowerJPMorgan on Thursday upgraded stock to overweight on views that the provider of AI computing infrastructure has leverage to increase prices.
24/7 Wall St.2d agobullish
CoreWeave Has the Ingredients for a Monster Rally. Here’s Our Price TargetCoreWeave is posting triple-digit revenue growth while its stock sits nearly 29% below year-ago levels, and that disconnect between momentum and price may not last much longer.
24/7 Wall St.3d agobearish
Rothschild Redburn Downgrades Nebius, CoreWeave to Sell on Lower GPU PricesRothschild Redburn opened bearish coverage on two of the market’s most-watched AI infrastructure names, initiating Sell ratings on both Nebius Group and CoreWeave. The firm’s thesis: lower GPU pricing, more in-house hyperscaler capacity, and expensive financing will eventually compress neocloud returns. For long-term investors, the analyst downgrade puts a spotlight on unit economics at a […]
TheStreet12d agoneutral
Veteran analyst resets Palantir price target for rest of 2026Palantir’s latest AI move gives Wall Street more to consider
Motley Fool23d agoneutral
Nebius Raised Its Year-End Power Target From More Than 3 Gigawatts to 5 in 6 MonthsThe AI cloud provider keeps finding more power than it promised. Its own disclosed deal prices say what all those megawatts could eventually earn.
Motley Fool32d agoneutral
Nebius Just Raised $5 Billion in Convertible Notes Against a $1.4 Billion Revenue Base. Are We In a Bubble?The AI cloud company borrowed three and a half times its annual revenue in one deal. The terms show what building at its pace costs.
TheStreet41d agobullish
Bank of America resets Nebius stock price target after 454% surgeThere are growth stocks. Then some stocks make you wonder if you're reading the numbers correctly the first time. The latter is actually rare, and today we found that rare gem. Nebius Group (NBIS) just reported 454% year-over-year revenue growth. Its AI Cloud segment alone grew 514% year over year. ...
GuruFocus.com41d agoneutral
BofA Tweaks Nebius Stock Price Target for 2027BofA hikes Nebius price target to $310 on AI Growth
24/7 Wall St.42d agoneutral
CoreWeave Is Growing Faster Than Almost Anyone. Here’s Our Price TargetCoreWeave's revenue has doubled for four straight quarters and its backlog dwarfs most competitors, yet the stock sits well below its peak. Whether the leverage and cash burn cancel out the growth story depends on one critical question our model tries to answer.
Barchart56d agobullish
Nebius Stock Gets Another Wall Street Upgrade. Here’s Why Investors Are Paying Attention.Nebius was just upgraded to a "Buy" rating by analysts at Freedom Capital
Barchart65d agobullish
This Analyst Just Upgraded Nebius Stock. Here's Why.Nebius stock is rallying as Freedom Capital issues a bullish note in its favor. Here’s how high NBIS could realistically fly in 2026.
Insider Monkey90d agoneutral
BofA Boosts Price Target on Nebius (NBIS) Amid Data Center Expansion and AI Infrastructure DemandNebius Group N.V. (NASDAQ:NBIS) ranks among the best tech stocks to buy now for the “Vera Rubin” chip cycle. On June 9, Bank of America analyst Tal Liani boosted Nebius Group’s price target to $280 from $240, noting strong compute needs and a growing strategic technology stack. The upgrade came after Nebius Group N.V. (NASDAQ:NBIS) […]
Insider Monkey114d agoneutral
Compass Point Raises Price Target on Nebius Group (NBIS) Following Strong AI Cloud GrowthNebius Group NV (NASDAQ:NBIS) ranks among the best short squeeze stocks to invest in. Following the company’s first-quarter results, Compass Point boosted its price target for Nebius Group NV (NASDAQ:NBIS) to $260 from $150 on May 14, maintaining a Buy rating on the company’s shares. Nebius Group NV (NASDAQ:NBIS) stated that group revenue climbed 75% […]
Barchart115d agoneutral
Citi Just Raised Its Price Target on Nebius to a New Street High of $287. What This Means for NBIS Stock.Citi's faith in Nebius is apparent in its bold new rating amid news of the stock jumping 684% since last year.
Simply Wall St.126d agobullish
Bloom Energy (BE) Valuation In Focus After AI Data Center Deals And Upgraded 2026 OutlookBloom Energy (BE) is back in focus after the AI power race translated into record first quarter revenue, higher 2026 guidance, and fresh data center projects with Oracle and Nebius, even as valuation worries cool recent enthusiasm. See our latest analysis for Bloom Energy. The stock’s sharp AI driven rally has cooled slightly in recent sessions, with a 7 day share price return of -2.57%, following a 90 day share price return of 77.55% and a very large 1 year total shareholder return that...
GuruFocus.com132d agobullish
Nebius Stock Soars as Top Analyst Unleashes Massive New Price TargetNebius Lands Powerful New Bull Call After Revenue Skyrockets 684%