NBIS is trading at 3.6% up now at $99.68 following fresh bullish coverage regarding its AI data-center expansion and growth outlook.

  • Zacks highlighted the aggressive build-out toward 2.5 GW contracted power and $7–$9 billion targeted ARR by 2026.
  • Despite the positive coverage, the stock is currently viewed as overvalued with a Sell rank, even though it is up 213% over the past year.
  • A separate analysis framed Nebius as an under-the-radar AI play positioned to benefit from continued AI infrastructure demand.