Nebius Group N.V. shares gained over 93% in 2026. The company reported a 547% year-over-year revenue increase for the fourth quarter of 2025. Annual revenue grew 479% to $529.8 million as the firm expanded its data center footprint.
Meta Platforms signed a $12 billion long-term agreement for dedicated AI infrastructure capacity. Nvidia also completed a $2 billion strategic investment in the company in March.
Wall Street analysts maintain a consensus Moderate Buy rating on the stock. The average price target of $162 suggests limited immediate upside. Individual price targets reach as high as $215.