Compass Point Raises Price Target on Nebius Group (NBIS) Following Strong AI Cloud Growth
Key takeaways
- Nebius Group NV (NASDAQ:NBIS) stated that group revenue climbed 75% quarter-over-quarter to $399 million from $227.7 million in the fourth quarter of 2025.
- Moreover, annual recurring revenue rose to $1.92 billion, while group adjusted EBITDA increased to $129.5 million, with the AI Cloud adjusted EBITDA margin increasing to 45% from 24%.
- Nebius Group NV (NASDAQ:NBIS) also adjusted its goal from over 3 gigawatts to more than 4 gigawatts of designated power by the close of 2026.
Compass Point Raises Price Target on Nebius Group (NBIS) Following Strong AI Cloud Growth Sheryar Siddiq Tue, June 2, 2026 at 4:37 PM GMT+7 2 min read NBIS Nebius Group NV (NASDAQ:NBIS) ranks among the best short squeeze stocks to invest in. Following the company’s first-quarter results, Compass Point boosted its price target for Nebius Group NV (NASDAQ:NBIS) to $260 from $150 on May 14, maintaining a Buy rating on the company’s shares.
Nebius Group NV (NASDAQ:NBIS) stated that group revenue climbed 75% quarter-over-quarter to $399 million from $227.7 million in the fourth quarter of 2025. At the same time, AI Cloud revenue increased 82% quarter-over-quarter, to $389.7 million from $214.2 million, accounting for 98% of total first-quarter revenue.
Moreover, annual recurring revenue rose to $1.92 billion, while group adjusted EBITDA increased to $129.5 million, with the AI Cloud adjusted EBITDA margin increasing to 45% from 24%.