Goldman Sachs has significantly raised its price target on Nebius Group (NBIS) to $205 (up from $155-$160) for 2026, maintaining a "Buy" rating based on strong AI infrastructure demand, a new $27B-$46B total capacity deal, and massive revenue growth. The firm sees 2026 ARR reaching $7B-$9B.
Key Takeaways from Goldman Sachs Target Reset (April 2026):
- New Price Target: $205, reflecting confidence in AI infrastructure expansion.
- Revised Estimates: Revenue projections for FY2027–2030 were raised by 30% to 54%, driven by a new $27 billion Meta AI compute capacity contract.
- 2026 Outlook: Goldman maintained its previous, robust revenue and EBITDA estimates for 2026, pointing to a potential $3.0 billion to $3.4 billion in revenue.
- Growth Drivers: The company is seeing immense momentum, with a ~574% to 681% gain over the past year.
- Market Position: Nebius is viewed as a "core supplier" in the global AI ecosystem with strategic partnerships and major data center developments.
Goldman Sachs raised its Nebius (NBIS) price target to $205 after the $27B Meta AI contract.
byu/Guy_PCS instocks
Posted by Guy_PCS
5 Comments
Director sold 4mil in shares and the stock dipped a bit this morning but it’s up again. Add PATH to the green ride.
Quickly approaching recent debt conversion price. Bullish on the company, but need to be careful here. Stock similarly ran in the fall and double topped ($140ish) around the previous debt conversion price and promptly fell 50%. Latest conversion price is low $180s but expect institutional hedging as we approach it.
Looks like this is the only one that actually works from rddt recommendations..I did not buy a share
stock go up? raise PT. It’s like magic
wtf is the point of posting these? When people have backtest these analysts price predictions it’s never that accurate. I think the top analyst on the market is right only slightly better than a coin flip. $205 has a 50% chance of being incorrect, sounds like a gambling prediction to me.
Once investors realize these price predictions are full of shit you’ll see predictions change. Information will spread faster thanks to AI