BWS Financial Raises Nebius (NBIS) PT to $130 Following $19.4B Microsoft Contract

Nebius Group (NASDAQ:NBIS) is one of the best AI stocks to buy according to analysts. On September 9, BWS Financial raised the firm’s price target on Nebius to $130 from $90, while keeping a Buy rating on the shares after the company announced its first hyperscaler contract worth ~$19.4 billion with Microsoft Corp.  (NASDAQ:MSFT) over 5 years.

With Nebius having a major contract in hand, the company is expected to accelerate GPU installations and bring New Jersey online as fast as possible. Earlier in August, Nebius Group reported its financial results for Q2 2025. The company announced an increase in revenue, which more than doubled from the previous quarter, and was up 625% year-over-year to $105.1 million. This was driven by strong demand for its AI cloud infrastructure.

BWS Financial Raises Nebius (NBIS) PT to $130 Following $19.4B Microsoft Contract

Nebius’s core AI infrastructure business became EBITDA positive ahead of its own projections and is expected to remain so throughout the year, though the overall group is forecasted to be EBITDA negative for the full year. For the full year, the company’s annualized run-rate revenue guidance was raised to a range of $900 million to $1.1 billion for the end of 2025, up from a previous guidance of $750 million to $1 billion.

Nebius Group (NASDAQ:NBIS) is a technology company that builds full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.

While we acknowledge the potential of NBIS to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NBIS and that has 100x upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.