Nebius stock has headed decisively higher this week through the end of trading on Thursday.
There's speculation that Nebius is in talks to acquire an AI start-up.
Shares of Nebius are trading at a high operating cash flow multiple.
Poised to extend the 7.9% climb they experienced last week, shares of Nebius Group (NASDAQ: NBIS) have been climbing during this, the first full week of trading in April. In addition to the prospect of the company making an acquisition, a firm's bullish outlook on Nebius stock has investors racing to buy shares of the company, a developer of infrastructure for artificial intelligence (AI) computing.
According to data provided by S&P Global Market Intelligence, shares of Nebius are up 21.1% from the end of last Friday's market session through Thursday's close.
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.
Nebius doesn't often make acquisitions, so when investors learned on Thursday that the company is allegedly in talks to purchase AI21 Labs, they sat up and took note. The Information, a tech and finance publication, reported Thursday morning that Nebius is in discussions with the Israeli start-up specializing in AI systems for enterprises.
Separately from speculation that Nebius may be growing through an acquisition, investors have been motivated to click the buy button this week after Cantor Fitzgerald initiated coverage of Nebius stock. According to Thefly.com, Cantor Fitzgerald analyst Brett Knoblauch assigned an overweight rating and a $129 price target.
For those who have Nebius on their radars, it's important to remember that Nebius isn't the only AI game in town. With shares of the hyperscaler trading at 896 times operating cash flow, investors interested in AI stocks may want to wait for a pullback before pulling the trigger on a Nebius stock purchase.
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 $536,003!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,116,248!*
Now, it’s worth noting Stock Advisor’s total average return is 946% — a market-crushing outperformance compared to 190% 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 April 10, 2026.
Scott Levine has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.