NBIS
Wall Street can’t stop staring at Nebius
Nebius is having one of those weeks where the numbers are so loud they basically do the talking for it. After the company posted a 684% revenue surge in its latest quarter, DA Davidson and Citizens reportedly came in with higher targets, which is Wall Street’s version of a standing ovation with spreadsheets.
Why this matters
When analysts start nudging price targets higher after an earnings print, they’re usually telling you two things at once: the business is executing, and the market may still be underpricing the growth runway. In Nebius’s case, the pitch is pretty simple — AI infrastructure demand is still acting like a sugar-rush teenager, and Nebius is trying to be the utility behind it.
- Revenue growth is still moving at cartoon speed.
- Analysts appear more comfortable paying up for the story.
- Investors now have to decide whether this is early innings… or already priced like the championship game.
The catch, because there’s always a catch
A monster quarter can make a stock look invincible, but the market also loves to get ahead of itself. If Nebius keeps stacking big top-line numbers, the bulls get more ammunition. If growth cools off even a little, the valuation debate gets loud fast.
Big picture
Nebius is turning into the kind of name that forces investors to pick a side: AI infrastructure winner, or hype machine with a very expensive hoodie. For now, Wall Street seems willing to keep cheering from the front row.