Nebius Stock Is Up 444% in 12 Months -- and Wall Street Says the Rally Isn't Over
Key Points
Nebius stock has been on a powerful rally over the last year, thanks to its partnership with Nvidia and wins with hyperscalers.
Some Wall Street investment firms think the stock can keep surging.
Nebius has a growth-dependent valuation, yet its business is expanding rapidly.
- 10 stocks we like better than Nebius Group ›
Nebius Group (NASDAQ: NBIS) has been on an incredible winning streak. The artificial intelligence (AI) infrastructure company has been winning contracts with cloud hyperscalers and has also secured a partnership and $2 billion investment from AI hardware leader Nvidia.
Thanks to these catalysts, the company's share price has risen roughly 444% over the last 12 months. Strikingly, some Wall Street investment firms think that the stock still has significant room to run in the near term.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Image source: Getty Images.
Wall Street stays bullish on Nebius
On May 13, financial services firm D.A. Davidson published an updated analysis on Nebius and reiterated a buy rating on the stock. The investment firm also raised its one-year price target on the stock from $200 per share to $250 per share. Even though the stock has continued to run higher since D.A. Davidson's note, the investment firm's price target still suggests additional upside of roughly 19%.
On May 15, Citi published its own updated coverage on Nebius. The investment firm maintained a buy rating on the stock, set a one-year price target of $287 per share, and said that demand for the company's technologies was strengthening amid rising prices for graphics processing units (GPUs). Citi's one-year price target currently suggests additional upside potential of roughly 37%.
The stock is valued at roughly $54.5 billion and trading at approximately 16 times this year's expected earnings, so some significant growth is already priced in. On the other hand, the business managed to increase revenue 684% year over year last quarter -- and it's possible that time will show the stock was significantly undervalued at today's prices.
Should you buy stock in Nebius Group right now?
Before you buy stock in Nebius Group, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nebius Group wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $477,813!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,320,088!*
Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 208% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of May 27, 2026.
Citigroup is an advertising partner of Motley Fool Money. Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.
Recommended Articles
