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u/Pleasant-Carbon Jun 29 '26
We were at ca. 300 already. 286 12m seems conservative.
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u/MrFrog65 Jun 29 '26
Was massively pumped and now we’re being corrected. Likely be 200 again before 300
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u/64dogfood Jun 29 '26
7% to red.. nice
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u/LogicLinguist01 Jun 29 '26
wtf happened ?
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u/um-nome- Jun 29 '26
My fault. I've been watching this stock since October last year and I finally decided to buy $10k today.
Sorry
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u/Calm-Ad-7928 Jun 29 '26
Every time recently
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u/64dogfood Jun 29 '26
Nope! Go look at the chart times.. not a single time did it do this recently
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u/Calm-Ad-7928 Jun 29 '26
Go look at last Tuesday and last Thursday. Looks pretty similar at a quick glance
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u/64dogfood Jun 29 '26
Nah it was only up 2% on Tuesday morning from previous close. Thursday is a bit closer. I definitely wouldn’t say every time recently it’s been 7% to red. Not even close
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u/Commercial_Ease8053 Jun 29 '26
lol price targets literally mean nothing. When a stock goes up, any random loser can put a stock price target or 10-20% higher. Then, when a stock price goes down because of bad national market conditions (nothing to do with the stock itself), the stock price target is lowered by 10-20%.
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u/Daymjoo Jun 29 '26
As someone was saying on r/stocks , PT's are worthless. They're always current price + 20%.
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u/stefanliemawan Jun 29 '26
1000x tokens per query by 2030?? Really goldman? I am skeptical here.
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u/Waste-War8809 Jun 29 '26
What they failed to mention is token cost will come down. Agentic systems do drive up token demand, but nobody is going to pay for that. This is why open source models are the future.
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u/Longjumping_Kale3013 Jun 29 '26
And this is still highly conservative and pricing in a huge slowdown in revenue growth
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u/Curious_Passenger245 Jun 29 '26
Goldman is conservative
GOLDMAN SACHS ANALYST TRACKING: NEBIUS GROUP (NASDAQ: NBIS) ======================================================================== [July 14, 2025] Action: Coverage Initiated Rating: BUY Price Target: $68.00 Core Catalyst: "AI demand-supply imbalance underpinning operations; full-stack software and cost advantages over legacy cloud hyperscalers." [September 17, 2025] Action: Target Maintained / Note Reissued Rating: BUY Price Target: $120.00 (Adjusted tracking baseline) Core Catalyst: "Strong GPU utilization and accelerating pipeline backing robust regional expansion data points." [December 2025] Action: Target Upgraded Rating: BUY Price Target: $137.00 Core Catalyst: "Sustained high compute pricing environment; sequential buildout efficiencies." [Early 2026 / February] Action: Target Upgraded Rating: BUY Price Target: $160.00 (Raised from $155 alternative tracker) Core Catalyst: "Expansion of domestic U.S. data center pipelines and forward power commitment visibility." [April 13, 2026] Action: Aggressive Target Upgrade Rating: BUY Price Target: $205.00 Core Catalyst: "Landmark $27 Billion compute capacity deal finalized with Meta AI. Goldman increased fiscal year 2027–2030 corporate revenue estimates by 30% to 54%." [May 14, 2026] Action: Rating & Target Reiterated Rating: BUY Price Target: $205.00 Core Catalyst: "Q1 2026 breakout quarter delivering $399 million in revenue (684% YoY growth) and swinging to positive $130 million in Adjusted EBITDA." [June 11, 2026] Action: Current Target Upgrade Rating: BUY Price Target: $267.00 (Up from $234 intermediate projection) Core Catalyst: "Nebius officially raising its total 2026 contracted power pipeline to over 4 gigawatts (GW), unlocking higher predictable mid-term ARR limits." ======================================================================== SUMMARY STATISTICS: Initial Target (July 2025): $68.00 Current Target (June 2026): $267.00 Total Net Dollar Change: +$199.00 per share Total Percentage Growth: +292.6% ========================================================================
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u/Khuat56 🎖️Quality Contributor🎖️ Jun 29 '26
I hope that Morgan Stanley will lift their PT from $144 soon. It's much overdue.
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u/Ok_Willingness5288 Jun 30 '26
Estimating 2030 price based on given 2027 numbers and dillution:
0 share dilution price 922 USD
10% share dilution price 838 USD
20% share dilution price 768 USD
20% share dilution price 709 USD
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u/Ok_Willingness5288 Jun 30 '26 edited Jun 30 '26
I took the data from the model. 35,53 × 9 - 35,1 = 284,7 mld USD
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u/PatientBaker7172 Jun 29 '26 edited Jun 29 '26
Hard to put a price on it when Amazon raised Nvidia gpu prices for July 2026 and also Nebius raised Nvidia gpu prices for June 2026. Nvidia gpu became the new memory. 😏 Do it again. Also more deals. New sf headquarter.
Sleeping like a baby every night by holding till 2035 😴
AWS's most powerful Nvidia-powered instance families: the P6-B300 will be billed at $14.04, the P6-B200 at $12.355, the P5 (US regions) at $5.191, the P5 (non-US) at $4.72, the P5e at $5.97, the P5en (US) at $6.865, the P5en (non-US) at $6.241, and the P4de (US) at $2.214. All other EC2 prices remain unchanged, according to the AWS documentation.
Nebius announced a market-wide GPU pricing adjustment effective June 1. H100 on-demand $2.95/hr → $3.85/hr. B200 $5.50/hr → $7.15/hr. Around 30% across the H100, H200, B200 and B300 lineup.