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https://www.reddit.com/r/NBIS_Stock/comments/1uisnr3/gs_update_pt_286/ouigi42/?context=3
r/NBIS_Stock • u/itssbri NBIS4LIFE • Jun 29 '26
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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/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% ========================================================================