Nebius Group (NBIS) News Today

Nebius Group N.V. (NASDAQ: NBIS) saw its shares rise on the heels of blockbuster second-quarter results, raised guidance and analyst price-target increases, even as the company reported an EPS miss and revenue below some estimates. Key developments include:

• Positive Sentiment: BWS Financial raised its price target on Nebius Group from $80.00 to $90.00 and reiterated a “buy” rating, implying over 30% upside potential. BWS Price Target Article
• Positive Sentiment: Nebius posted 625% year-over-year revenue growth in Q2, raised its full-year ARR guidance above $900 million, and reached early EBITDA positivity, driving the stock to fresh multi-week highs. MSN Q2 Article
• Positive Sentiment: DA Davidson boosted its price target for NBIS to $65.00, reflecting confidence in the company’s AI-infrastructure growth trajectory. DA Davidson Article
• Positive Sentiment: The shares hit a new 52-week high following the earnings beat-and-raise, underlining sustained investor enthusiasm. 52-Week High Article
• Neutral Sentiment: Nebius was featured among three AI-infrastructure stocks powering the next tech revolution, highlighting its market role but not announcing a company-specific catalyst. AI Infrastructure Stocks Article
• Neutral Sentiment: Analysts caution that with a 14-week RSI above 74, NBIS may be due for a consolidation phase despite strong fundamentals. Seeking Alpha RSI Article
• Negative Sentiment: Nebius reported Q2 EPS of ($0.44), missing consensus by $0.03, and revenue of $47.6 million versus $95.6 million expected, underscoring margin and scale challenges. Quarterly Earnings Press Release