Nebius (NBIS) Stock Surges 168% on Microsoft AI Infrastructure Deal
Nebius Group's stock skyrocketed after Northland Capital raised its price target from $77 to $206, maintaining an Outperform rating. The bullish revision follows a landmark multi-year agreement with Microsoft to provide AI infrastructure from Nebius' New Jersey data center.
The cloud AI specialist demonstrated staggering growth metrics, with Q2 2025 revenue jumping 625% year-over-year. Market confidence builds as Nebius secures $4.3 billion through recent capital raises while outpacing AI sector peers with a 470% annual gain.
Analysts highlight Nebius' cost-competitive positioning in cloud infrastructure as key to winning the Microsoft partnership. The deal validates the company's technical capabilities amid intensifying competition for AI compute resources.
