$NBIS

CoreWeave (CRWV) and Nebius Group (NBIS) stocks rose in pre-market trading on Sept. 25, following analyst upgrades. CRWV gained 1.34% after a 3.72% increase on Thursday, while NBIS rose 1.88% after a 7.44% jump. JPMorgan upgraded CRWV to Overweight with a $125 target, citing strong AI computing demand. BNP Paribas upgraded NBIS to Outperform with a $399 target, noting higher computing service prices. Both stocks have Moderate Buy consensus ratings on TipRanks.

Nebius Group N.V. (NBIS) shares rose 9% after BNP Paribas upgraded the stock to 'Outperform' and raised its price target to $399 from $260, citing improved outlook and potential $22B ARR by 2027. The company reported Q2 revenue of $582M, up 454%, with AI business revenue up 514%.

Palantir (PLTR) and Nebius Group (NBIS) announced a strategic partnership to integrate Nebius's AI-native compute infrastructure into Palantir's commercial platform. Palantir designated Nebius as its preferred sovereign AI infrastructure partner, allowing clients to deploy open AI models while maintaining data control. The alliance aims to accelerate Palantir's commercial expansion and Nebius's revenue growth, with both companies addressing infrastructure and execution risks.

Bank of America raised its revenue estimates for Nebius Group NV, forecasting $12.7B for 2027 and $27.3B for 2028, citing the AI infrastructure company's capacity and pricing strategies. BofA maintained its 'buy' rating and $310 price target, highlighting Nebius' ability to generate higher revenue from active power. The bank also increased its operating margin and capital expenditure forecasts, with execution risks noted.

Charles River Labs rose 5% after reaffirming fiscal 2026 guidance. Nebius gained 6% on Bank of America's revenue upgrade. Oracle fell 4% after a force majeure notice on a data center project. Bloom Energy dropped 6% alongside Oracle. Arm Holdings slid 6% after its CFO sold shares. GoDaddy climbed 3% on a takeover offer from Gen Digital. Darden Restaurants dipped 2% despite in-line earnings. MGM Resorts tumbled 10% after a withdrawn takeover bid. Meta Platforms advanced 3% on AI optimism.

Nebius Group (NASDAQ:NBIS) stock rose 9% after BNP Paribas upgraded it to Outperform and raised its price target to $399. The increase follows reports of planned GPU cloud price hikes, with the H100 rate rising to $4.50. Nebius has gained 122% over 12 months, outperforming rivals. Analysts have mixed views, with a consensus Buy rating and average target of $259.15.

Nebius Group N.V. (NBIS) stock rose 7.7% on September 24, 2026, following positive coverage of its AI-cloud capabilities and a price hike announcement. The company reported $529.8M in revenue, with a 454% year-over-year growth rate, and a partnership with Palantir. The stock has been trading up from $199 to $244 in recent weeks.

Nebius (NBIS) rose 6% after announcing GPU price hikes of 17-21% starting Oct. 1. JPMorgan upgraded CoreWeave (CRWV) to Overweight with a $125 target, but its stock barely moved. IREN (IREN) fell 4% after Rothschild initiated coverage with a Neutral rating and $40 target, citing capital concerns.

Nebius Group (NBIS), an AI infrastructure provider, saw its stock rise 182% in 2026. Q2 revenue surged 529% to $981M, with losses narrowing 24% YoY. The company expects $7-9B revenue by year-end, driven by a $40B backlog and strong demand. Nebius trades at 48x sales, with potential for further growth.

Rothschild & Co Redburn initiated coverage of Nebius (NASDAQ: NBIS) with a Sell rating and $84 target, implying 62% downside from its $223.54 opening price. The firm sees significant downside risk in AI infrastructure companies. Nebius has a Moderate Buy consensus and $232.20 average target from other analysts. The company plans a $250B capital expenditure through 2030, with $200B still to be financed.