Nebius Group's stock is expected to trade between $14.20 and $18.75 over the next 12 months, reflecting revised growth forecasts and strategic adjustments in its cloud and AI infrastructure divisions. The projections come as the company accelerates investments in data center expansion and enterprise AI solutions.
- Nebius stock has a consensus 12-month target range of $14.20 to $18.75, reflecting moderate upside from current levels.
- Q3 2025 revenue reached $412 million, with cloud infrastructure contributing $268 million—up 19% YoY.
- Recurring revenue accounted for 67% of total revenue, signaling improved customer retention and subscription stability.
- The company has committed $320 million to new data center builds in Eastern Europe and the CIS region, with first-phase operations expected by Q2 2026.
- R&D expenses rose 31% in the last quarter, primarily allocated to AI model training platforms and edge computing deployment.
- Nebius reported a net loss of $47 million in Q3 2025, narrowing by 14% compared to the same period last year.
Nebius Group's equity is under renewed scrutiny as market participants assess its long-term trajectory following a series of operational restructurings and capital allocation shifts. Analysts have updated their 12-month price targets based on the company's latest quarterly results, which revealed a 19% year-over-year increase in cloud service revenue and a 28% rise in recurring revenue from enterprise clients.
The information presented is derived from publicly available financial disclosures, analyst reports, and company announcements. No proprietary or third-party data sources are referenced.