Compass Point Raises Price Target on Nebius Group (NBIS) Following Strong AI Cloud Growth

Nebius Group NV (NASDAQ:NBIS) stated that radical gross climbed 75% quarter-over-quarter to $399 cardinal from $227.7 cardinal successful the 4th fourth of 2025. At the aforesaid time, AI Cloud gross accrued 82% quarter-over-quarter, to $389.7 cardinal from $214.2 million, accounting for 98% of full first-quarter revenue.

Moreover, yearly recurring gross roseate to $1.92 billion, portion radical adjusted EBITDA accrued to $129.5 million, with the AI Cloud adjusted EBITDA borderline expanding to 45% from 24%.

Nebius Group NV (NASDAQ:NBIS) besides adjusted its extremity from implicit 3 gigawatts to much than 4 gigawatts of designated powerfulness by the adjacent of 2026. The institution has already signed implicit 3.5 gigawatts toward its earlier year-end 2026 contracted powerfulness objective, arsenic good arsenic powerfulness for up to 1.2 gigawatts astatine a caller determination successful Pennsylvania.

Nebius Group NV (NASDAQ:NBIS) is simply a exertion institution that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric unreality level that provides full-stack infrastructure, including large-scale GPU clusters, unreality services, and developer tools.

While we admit the imaginable of NBIS arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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