Goldman Sachs Thinks Nebius Stock Can Rally 50% From Here. Should You Buy NBIS?
On Monday, Alex Duval assumed coverage of the AI infrastructure company with a 'Buy' rating and said its shares could extend gains further to $68 over the next 12 months.
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Despite today's surge, Nebius stock is down 10% versus its year-to-date high.
Goldman Sachs sees potential for another 50% upside in NBIS shares as it views the Amsterdam-headquartered firm as the leader in artificial intelligence infrastructure.
Nebius builds full-stack AI infrastructure, including GPU clusters, cloud platforms, and developer tools, optimized for intensive machine learning workloads across global data centers.
According to Alex Duval, the company's ability to operate at scale without having to compromise on costs will likely bring it more enterprise and developer clients, potentially contributing to a further increase in its stock price in the second half of 2025.
Duval views the current setup in Nebius stock as offering four times more upside than downside.
Alex Duval recommends sticking with NBIS stock despite its massive surge since early April also because it's currently trading at a rather reasonable EV/sales multiple of 3x only.
In comparison, its AI infrastructure peer that went public in March, CoreWeave (CRWV), is going for more than 5x at the time of writing.
Nebius reported an exceptional 385% year-over-year increase in revenue for its fiscal Q1 in late May, and Goldman Sachs is convinced the momentum will sustain moving forward.
Nebius stock remains attractive to own at current levels also because other Wall Street firms agree it's not yet out of room to run further to the upside.
The consensus rating on NBIS shares currently sits at 'Strong Buy' with the mean target of about $67 indicating potential upside of another 40% from here.
On the date of publication, Wajeeh Khan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com
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Motor Trend
31 minutes ago
- Motor Trend
Alternative History: What if AMC Had Survived the '80s?
American Motors Corporation was an absolute mess by the mid-1980s, and its financial problems in the U.S. market were compounded by infighting at its European corporate parent, Renault, where executives went back and forth about how much money they were willing to pour into their trans-Atlantic subsidiary. Writer Benjamin Hunting imagines an alternate history where AMC survives the 1980s by leveraging government contracts, launching popular models like the "Space Van" and Grand Cherokee, and thriving under Renault's support—ultimately leading to huge industry shifts. This summary was generated by AI using content from this MotorTrend article Read Next The assassination of Renault's chairman in 1986 by French terrorists caused AMC to lose its most powerful supporter, and a hasty sale to Chrysler ultimately condemned it to the dustbin of automotive history. 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Surprisingly, the funky badge helps give the people-mover some personality, which, combined with its genuine practicality and roomier interior versus rivals from Ford (the Aerostar) and Chevrolet (the Astro), helps put it alongside the Dodge Caravan and Plymouth Voyager as a popular and affordable family ride. Following the introduction of the redesigned Jeep Cherokee the year before, this gives AMC a presence in two of the highest-growth segments in the American auto industry, and for the first time in years the company is cash-flow positive. This convinces American Motors to accelerate investment in a larger sport utility vehicle that would complement the Cherokee, called the Grand Cherokee, the design of which is already well underway. Renault chairman Georges Besse's chauffeur is surprised to see two armed women in front of the home of his boss while driving back from the office on a cold November evening. 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Forbes
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Even AI can't predict that. Our best option is to remain flexible and respond fast. Balancing ROI With Accessibility Looking ahead, maintaining two versions of your software—one with AI and one without—just isn't sustainable. It can increase complexity, slow down innovation and divide focus. We believe AI will soon be a core part of every SaaS platform, embedded in its infrastructure like any other essential component. It won't be an add-on; it'll be how software works. That said, not every AI feature should carry a premium price. Basic, value-enhancing AI will likely be included by default. Only advanced capabilities that deliver clear, measurable ROI to SMBs should come at a cost. In the SMB segment, one principle remains firm: value must match price. The SaaS companies that win in the age of AI will be those that build with empathy, price with clarity and align revenue with customer results. Help your customers grow with AI and you'll grow with them. 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