An in-depth analysis reaffirmed a 'buy' rating for Nebius Group N.V. The company boasts technological leadership in the AI infrastructure space. This rating follows massive recent orders, including a deal worth up to $19 billion from Microsoft and a $3 billion order from Meta.
These significant wins underpin a forecasted revenue run rate of $7 billion to $9 billion by the end of 2026. Despite the stock doubling over the past six months, shares recently fell by about 13% over the last week.
The analysis argues this decline presents a buying opportunity. Analysts view Nebius as an 'anti-bubble' whose shares do not fully reflect current and future opportunities in the burgeoning AI market.