Nebius Group N.V. (NBIS) Price Target Analysis
Updated Jul 2, 2026
Analyst Rating: Buy
Based on 8 analysts0.4% Below Target
NBIS trades 0.4% below Wall Street's consensus target of $196.00.
Current Price$195.19
Average Target$196.00
Target
Current
Low$129.00
Median$199.00
High$255.00
Analyst Target Range
Forward P/E—
PEG Ratio—
Implied Growth-178.0%
(Declining)
Analyst Spread64.3%
(Wide Disagreement)
Price Forecast (1 Year)
Last 12 months price action with 12-month analyst target path
Consensus Scenario Assumptions
The base valuation assumes NBIS achieves its forward estimates and maintains a stable P/E multiple of historical averagesx. This scenario reflects the blended consensus of 8 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
NBIS Price Target Analysis
Updated July 8, 2026As of July 8, 2026, Nebius Group N.V. (NBIS) has a Wall Street consensus price target of $196.00, based on estimates from 8 covering analysts. With the stock currently trading at $195.19, this represents a potential upside of +0.4%. The company has a market capitalization of $46.85B.
Analyst price targets range from a low of $129.00 to a high of $255.00, representing a 64% spread in expectations. The median target of $199.00 aligns closely with the consensus average. The wide target spread reflects significant disagreement on fair value.
The current analyst consensus rating is Buy, with 7 analysts rating the stock as a Buy or Strong Buy,1 rating it Hold, and 0 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.
From a valuation perspective, NBIS trades at a trailing P/E of 1774.5x. Analysts expect EPS to grow -178.0% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $39.45, with bear and bull scenarios of $24.85 and $51.98 respectively. Model confidence stands at 44/100, suggesting limited visibility into future performance.
Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Communication Services stocks.
Analyst Sentiment Comparison
Industry Peer AnalysisAvg Peer Upside
+18.7%
Industry Consensus
Avg Forward P/E
39.2x
(Growth Premium)
Peers with Coverage
9 / 10
Active Analyst Tracking
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 LGNDLigand Pharmaceuticals Incorporated | $6.4B | $319.43 | $265.33 | -16.9% | Buy | 35.3x | 17 |
 GPUSHyperscale Data, Inc. | $50M | $0.13 | — | — | — | — | — |
 ANETArista Networks, Inc. | $209.6B | $166.46 | $185.45 | +11.4% | Buy | 45.9x | 52 |
 VRTVertiv Holdings Co | $117.4B | $305.58 | $375.08 | +22.7% | Buy | 47.1x | 19 |
 AMZNAmazon.com, Inc. | $2.6T | $245.98 | $307.77 | +25.1% | Buy | 27.9x | 94 |
 MSFTMicrosoft Corporation | $2.9T | $388.84 | $551.33 | +41.8% | Buy | 23.1x | 82 |
 GOOGLAlphabet Inc. | $4.4T | $367.03 | $412.64 | +12.4% | Buy | 25.8x | 83 |
 ORCLOracle Corporation | $407.4B | $141.64 | $253.50 | +79.0% | Buy | 17.6x | 86 |
 IBMInternational Business Machines Corporation | $287.2B | $306.13 | $314.83 | +2.8% | Buy | 24.6x | 50 |
 DDOGDatadog, Inc. | $91.4B | $256.81 | $231.21 | -10.0% | Buy | 105.9x | 48 |
NBIS — Frequently Asked Questions
Quick answers to the most common questions about buying NBIS stock.
What is the NBIS stock price target for 2026?
The consensus price target for NBIS is $196, close to the current price of $195.19 (0.4% implied move). Based on 8 analyst estimates, the stock appears fairly valued near current levels.
Is NBIS a buy, sell, or hold?
NBIS has a consensus rating of "Buy" based on 8 Wall Street analysts. The rating breakdown is predominantly bullish, with 7 Buy/Strong Buy ratings. The consensus 12-month price target of $196 implies 0.4% upside from current levels.
Is NBIS stock overvalued or undervalued?
NBIS's current price is $195.19 with a consensus target of $196 (0.4% implied move). Analyst estimates suggest the stock is fairly valued at current levels.
How high can NBIS stock go?
The most bullish Wall Street analyst has a price target of $255 for NBIS, while the most conservative target is $129. The consensus of $196 represents the median expectation. Our quantitative valuation model projects a bull case target of $52 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
How many analysts cover NBIS stock?
NBIS is moderately covered, with 8 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 7 have Buy ratings, 1 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
What is the NBIS stock forecast?
The 12-month NBIS stock forecast based on 8 Wall Street analysts shows a consensus price target of $196, with estimates ranging from $129 (bear case) to $255 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $39, with bear/bull scenarios of $25/$52.
What is NBIS's fair value based on fundamentals?
Our quantitative valuation model calculates NBIS's fair value at $39 (base case), with a bear case of $25 and bull case of $52. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 44/100.
Should I buy NBIS stock?
NBIS appears fairly valued according to analysts, with a "Buy" rating and minimal upside to the $196 target. Consider your investment thesis and risk tolerance. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
Why do NBIS price targets vary so much?
NBIS analyst price targets range from $129 to $255, a 64% wide spread indicating significant analyst disagreement. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $196 consensus represents the middle ground. Our model's $25-$52 range provides an independent fundamental perspective.
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