
NBIS Stock Forecast & Price Target
NBIS Analyst Ratings
Bulls say
Nebius Group NV is accelerating its GPU deployment, which is expected to enhance its competitive positioning and support a stronger valuation in the AI infrastructure market. The company's upcoming S-1 filing will provide investors with clearer insights into the comparative risks between Nebius and CoreWeave, potentially reinforcing confidence in Nebius as a more stable investment option. Furthermore, even in a worst-case scenario involving a decline due to GPU overcapacity, Nebius possesses additional business segments that could retain significant value, underscoring the resilience of its overall financial structure.
Bears say
Nebius Group NV has faced challenges as evidenced by its fourth quarter results, which fell short of expectations due to a slower rate of new customer sign-ups, leading to a sequential revenue decline in its AI segment to approximately $22.5 million. Additionally, the company is expanding its data center capacity, which raises concerns about potential oversupply and subsequent price erosion in the market for GPU services. The current risk-off environment exacerbates these issues, particularly for growth-oriented firms like Nebius Group, as market dynamics have contributed to a revaluation that suggests the stock price does not adequately reflect the value of its AI business.
This aggregate rating is based on analysts' research of Nebius Group NV and is not a guaranteed prediction by Public.com or investment advice.
NBIS Analyst Forecast & Price Prediction
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