$NBIS is getting fresh attention from Wall Street 👀
BNP Paribas reportedly upgraded Nebius from Neutral to Outperform and raised its price target from $260 to $399.
The company’s Q2 numbers were strong: revenue reached $582.3M, up 454% year over year, while adjusted EBITDA came in at $236.2M.
Nebius also reaffirmed its growth plans, with management highlighting a $7B–$9B annualized revenue run-rate target and strong customer prepayments supporting capacity expansion.
But there are still important questions around data-center construction costs, power availability, capital spending, and how efficiently new capacity can be utilized.
So the interesting part isn’t just the analyst target — it’s whether Nebius can turn its rapid AI infrastructure expansion into sustainable growth and profitability.
What matters more to you here: growth, margins, or the cost of expanding capacity?
#NBIS #Nebius #Aİ #AIInfrastructure #Stocks
BNP Paribas reportedly upgraded Nebius from Neutral to Outperform and raised its price target from $260 to $399.
The company’s Q2 numbers were strong: revenue reached $582.3M, up 454% year over year, while adjusted EBITDA came in at $236.2M.
Nebius also reaffirmed its growth plans, with management highlighting a $7B–$9B annualized revenue run-rate target and strong customer prepayments supporting capacity expansion.
But there are still important questions around data-center construction costs, power availability, capital spending, and how efficiently new capacity can be utilized.
So the interesting part isn’t just the analyst target — it’s whether Nebius can turn its rapid AI infrastructure expansion into sustainable growth and profitability.
What matters more to you here: growth, margins, or the cost of expanding capacity?
#NBIS #Nebius #Aİ #AIInfrastructure #Stocks