Nebius Group Stock Surge and Future Prospects
Nebius Group (NASDAQ: NBIS) has experienced a remarkable 92% increase in its stock price as of July 16, 2025, driven by strong growth in the AI cloud infrastructure market. The company reported revenues of $55.3 million in Q1 2025, marking a nearly fivefold increase year-over-year. Its annualized run-rate revenue reached $249 million, showing a 684% growth in the same period.
Goldman Sachs has rated Nebius as a buy, setting a 12-month price target of $68, which suggests about a 30% upside from current levels. The company’s robust balance sheet includes over $1.4 billion in cash and aims for an ARR of $750 million to $1 billion by the end of 2025. Nebius is actively expanding its data centers from one to five locations in just three quarters, with plans for further expansion in the U.S. and globally.
