Nebius: My Best AI Infrastructure Pick Gets A Strong Buy Upgrade
Nebius Group N.V. has received a Strong Buy upgrade with a target price of $256.91, indicating a potential 20% upside. The company reported a significant revenue increase of 684% year-over-year in Q1 2026, driven by strong Cloud AI performance. Future guidance suggests revenues between $3 billion and $3.4 billion for 2026, alongside increased capital expenditures.
- ▪Nebius Group N.V. was upgraded to Strong Buy with a target price of $256.91.
- ▪The company reported Q1 2026 revenues of $399 million, a 684% increase year-over-year.
- ▪Cloud AI revenues surged by 841%, with EBITDA margins reaching 32.5%.
- ▪Guidance for 2026 anticipates revenues of $3–$3.4 billion and capital expenditures of $20–$25 billion.
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