BWS Reiterates Buy on Nebius Group (NBIS) With $130 Target

Nebius Group N.V. (NASDAQ:NBIS) is one of the 10 Best Stocks to Buy in 2026 According to Reddit.

On February 17, 2026, BWS Financial analyst Hamed Khorsand reiterated a Buy rating on Nebius Group N.V. (NASDAQ:NBIS) with a price target of $130.

On February 13, 2026, Morgan Stanley analyst Josh Baer maintained a Hold rating on the stock while keeping a price target of $126. Josh Baer participated in the company’s fourth-quarter 2025 earnings call and raised questions about the composition of their software stack and the “attach rate” of software to compute services. Management responded that 100% of AI cloud customers currently use their software, and the attach rate also stands at 100%. The company also emphasized new opportunities received from their new products, like Token Factory and the Aether releases. It also stressed that the Tavily acquisition has the potential to strengthen its platform capabilities. Regarding margins, the CFO expressed confidence that there is high demand for their AI cloud business, and with proper investment in it, they will be able to offset losses in smaller segments to reach the 40% goal.

Founded in 1989 and restructured in 2024, Nebius Group N.V. (NASDAQ:NBIS) is a premier AI infrastructure provider operating from Netherlands.

While we acknowledge the risk and potential of NBIS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NBIS and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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