The stock market began the week on a slow note, with both the S&P 500 and Dow Jones Industrial Average showing downward trends following the opening of Monday’s trading session. However, shares of Nebius Group (NBIS) are bucking this trend and experiencing significant growth, jumping by 11.2% as of 11:01 a.m. ET.
Nebius, a player in the rapidly expanding cloud computing sector, received a buy rating and a price target of $68 from Alexander Duval, an analyst at Goldman Sachs. This target represents a potential upside of 53.5% based on the stock’s closing price last Friday. Notably, Nebius has seen its shares nearly double, increasing almost 100% in the first half of 2025 alone.
Duval’s optimistic outlook stems from Nebius’s position as a leader in the neocloud market, which caters to the specific needs of artificial intelligence and machine learning applications that demand intense computational power. The firm’s full stack software offering and cost advantages have been pivotal in fostering this growth.
While investors are urged to weigh the analyst’s target with caution due to the generally short investing horizons typical of such forecasts, Nebius presents a compelling opportunity for those looking to invest in artificial intelligence. The company’s strong performance and promising future support a favorable investment rationale.
Overall, despite the broader market’s sluggishness, Nebius Group’s standout performance reflects a bright spot for investors seeking exposure in the AI-driven technology landscape. The growth prospects in the neocloud segment further underline the potential for continued success.