Bank of America Securities raised its price target for Nebius Group NV to $175 from $150. The firm reiterated its Buy rating for the company.
Analysts cited surging AI infrastructure demand and new hyperscaler contracts as primary growth drivers. Ongoing capacity expansion further supported the upward revision. BofA identified Nebius as a core supplier within the global AI infrastructure ecosystem.
The stock recently experienced a significant price rally. Freedom Capital downgraded Nebius to Hold from a Strong Buy rating on the same day. Retail investor engagement increased significantly on platforms such as Stocktwits.