A Once-in-a-Generation Opportunity: 5 Artificial Intelligence (AI) Stocks Primed for Massive Upside
The AI build-out is still just getting started, and these companies are positioned to capitalize.
NBIS - Nebius Group N.V.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$184.20
DETAILS
HIGH:
$250.00
LOW:
$129.00
MEDIAN:
$150.00
CONSENSUS:
$184.20
DOWNSIDE:
14.23%
Stock News
Nebius: A Superior Growth Story In Four Dimensions
Nebius is a very strong story driven by rapid execution across capacity, product, customer demand, and capital aspects. Nebius' strategic partnership with Nvidia and its Meta and Microsoft contracts underpin several of its key initiatives. Annualized AI business revenue has surged to $1.9 billion, with ARR up 684% year-over-year and operating cash flow at $2.3 billion.
Bloom Energy Stock Edges Higher Friday After $2.6 Billion Nebius AI Deal
Bloom Energy Corp (NYSE:BE) shares are trading higher on Friday as traders continue to digest a partnership announcement tied to AI data-center power demand. Here's what investors need to know.
Why Nebius Stock Surged Today
Innovative energy systems will help to power the company's AI data centers.
Nvidia GPU Price Surge Sparks AI Stock Rally: Nebius, CoreWeave, IREN Jump
Nebius Group (NBIS), CoreWeave (CRWV) and IREN Limited (IREN) rose on Thursday after Nvidia (NVDA) said rental prices for H100 GPUs continued climbing, undersco
Nebius Partners With Bloom to Accelerate AI Power Expansion
NBIS teams up with Bloom Energy to power its AI cloud with modular fuel cells, with the first 328 MW set to go live this year, replacing gas turbines.
Why Nebius Remains My Highest Conviction AI Bet
Nebius grew revenue 684% year over year to $399 million while AI cloud EBITDA margins surged to 45%. Nvidia's $2 billion strategic investment positioned Nebius as a preferred AI infrastructure partner during ongoing GPU supply shortages. Bloom Energy's 328 MW agreement potentially unlocks $3.3-4.9 billion annual AI infrastructure revenue opportunities for Nebius.
Traders bet against CoreWeave, Nebius, IREN stocks despite strong growth
Neocloud companies are reporting some of the best financial results this year as the artificial intelligence boom accelerates. Despite this, Wall Street traders are betting against some of the top names in the industry, like CoreWeave, Nebius, and IREN.
Nebius Stock Is Rising. A Partnership With Bloom Energy Solves This AI Dilemma.
Nebius Group is turning to fuel-cell maker Bloom Energy for ‘behind-the-meter' power at its data centers.
The Great AI Rotation: Should You Sell Nvidia for It's $52 Billion 'Little Brother'?
One company is growing fast, but Nvidia still dominates the AI infrastructure trade. Here's why the hotter stock may not be the better risk-adjusted buy.
Breakfast News: Nvidia Beats But The Market Yawns
NVDA outperforms but China problems persist, Bloom and Nebius announce energy deal, and more
Stock Market Today: Dow Jones Futures Gain, But Nasdaq Falls After NVDA's Q1 Results—Nvidia, Nebius Group, Intuit In Focus
U.S. stock futures were mixed on Thursday following Nvidia Corp.‘s (NASDAQ:NVDA) first-quarter earnings results released after Wednesday's higher close.
Nebius: Breaking Down Nebius's Q1 Earnings
Nebius reported Q1 2026 revenue of $399M, beating consensus. Core AI cloud ARR surged 54% QoQ to $1.92B, implying an asset productivity of $0.941M per 1 MW of active capacity. Contracted capacity guidance was raised to 4 GW, anchored by a new 1.2 GW proprietary facility in Philadelphia and the expansion in Finland. According to my updated model, cumulative capital expenditures will reach $76.3 billion through 2028, driven by the aggressive buildout of mega-scale data centers.
Massive News for Nebius Stock Investors! Buy or Sell This AI Stock?
I changed my rating on this innovative AI company.
Why Bloom Energy Stock Bounced 8% Higher Today
It secured a power supply deal with a prominent AI cloud company.
Nebius and Bloom Energy partner to power AI infrastructure build-out
AMSTERDAM--(BUSINESS WIRE)--Nebius (NASDAQ: NBIS), the AI cloud company, and Bloom Energy today announced an agreement to deploy Bloom's fuel cell technology to help power Nebius's AI infrastructure build-out. Nebius selected Bloom for its fast time to power, clean, virtually non-polluting technology, and its ability to support the extreme performance demands of AI workloads. Bloom's fuel cell systems will provide behind-the-meter electricity for Nebius and help meet demand for the compute capa.
Nebius Group Pulls Back 9% After a Downgrade Despite Strong Earnings
Nebius Group NASDAQ: NBIS delivered an impressive earnings report on May 14, reporting revenue of $399 million, up 684% year over year. The company also reiterated its 2026 revenue guidance of $3 billion to $3.4 billion and raised its contracted power guidance to over 4 gigawatts by year-end.
What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom
The AI boom rests on cheap capital. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) CEO Arkady Volozh just spelled out how a few hundred basis points of borrowing cost could undermine the economics of the buildout.
5 Things to Know Before the Stock Market Opens
Futures are pointing to a lower open for major indexes Tuesday as tech stocks remain under pressure; the 10-year Treasury yield hit its highest point in over a year; Home Depot reported better-than-expected revenue and profit, but its comparable store sales figure came in below Wall Street estimates; Alphabet is set to kick off its Google I/O event, with new AI features expected to be unveiled; and a data center joint venture between Google and Blackstone is pressuring cloud computing stocks this morning. Here's what you need to know today.
Nebius Group Q1 Earnings: Margin And Unearned Revenue In Focus
Nebius Group, Inc. (NBIS) is rated Hold as growth drivers updated from FQ1 earnings report offset valuation and financing risks. Revenue surged 620% YOY to nearly $400 million in FQ1, and net margin improved sharply from -74% to -24%. Soaring unearned revenues highlight strong demand and a transition from infrastructure buildout toward revenue realization.
Price Targets
Nebius price target raised to $248 from $215 at Northland
$248.00
(was $228.59)
Nehal Chokshi
·
Northland Securities
Nebius price target raised to $144 from $126 at Morgan Stanley
$144.00
(was $221.65)
Morgan Stanley
Nebius price target raised to $250 from $200 at DA Davidson
$250.00
(was $213.34)
D.A. Davidson
Nebius initiated with an Overweight at Cantor Fitzgerald
$129.00
(was $136.33)
Cantor Fitzgerald
Nebius Group (NBIS) PT Raised to $200 at DA Davidson
$200.00
(was $130.54)
Alexander Platt
·
D.A. Davidson
Nebius price target raised to $232 from $211 at Northland
$232.00
(was $99.29)
Nehal Chokshi
·
Northland Securities
Nebius initiated with a Buy at Compass Point
$150.00
(was $97.52)
Michael Donovan
·
Compass Point
Nebius initiated with an Equal Weight at Morgan Stanley
$126.00
(was $101.98)
Morgan Stanley
Nebius initiated with an Outperform at Citizens JMP
$175.00
(was $90.54)
JMP Securities
Nebius price target raised to $125 from $75 at DA Davidson
$125.00
(was $93.39)
D.A. Davidson
Nebius price target raised to $130 from $90 at BWS Financial
$130.00
(was $95.72)
New Street
Nebius price target raised to $77 from $47 at Northland
$77.00
(was $71.08)
Nehal Chokshi
·
Northland Securities
Nebius price target raised to $65 from $55 at DA Davidson
$65.00
(was $55.17)
D.A. Davidson
Nebius initiated with a Buy at Goldman Sachs
$68.00
(was $44.30)
Alexander Duval
·
Goldman Sachs
Nebius price target raised to $55 from $50 at DA Davidson
$55.00
(was $50.46)
Scale AI
·
D.A. Davidson
Nebius Group price target raised to $47 from $34 at Northland
$47.00
(was $38.92)
Nehal Chokshi
·
Northland Securities
Nebius Group price target raised to $45 from $35 at DA Davidson
$45.00
(was $37.56)
Alexander Platt
·
D.A. Davidson