‘Time to Invest in Undervalued AI?' Nebius Stock (NBIS) Soars 17% on Top Analyst's Bullish Call
Elevate Your Investing Strategy:
Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week.
NBIS is an AI infrastructure holding company that builds and operates large-scale GPU clusters, an AI-centric cloud platform, and related services.
Key Reasons Behind the Bullish Rating
Duval sees Nebius as a leader in the AI Neocloud market, a fast-growing niche where companies rent high-performance GPU infrastructure to run generative AI and machine learning tasks.
Unlike traditional cloud providers, NBIS offers a full-stack platform that includes orchestration software, elastic server configurations, and scalable storage. This gives it a cost and performance edge over rivals like CoreWeave (CRWV).
The four-star analyst believes Nebius is well-positioned to benefit from the surge in demand for specialized GPU capacity, especially as startups and enterprises look for alternatives to big cloud providers like Amazon's (AMZN) AWS and Google Cloud.
Duval also highlighted Nebius stock's low valuation, trading at just 3x EV/sales compared to CoreWeave's 5x. Further, he expects a 'supportive catalyst path' over the next 12 months due to new partnerships, expanded data center capacity, and rollout of Nvidia's (NVDA) latest Blackwell chips.
Is NBIS a Good Buy?
average Nebius stock price target implies a 28.01% upside potential.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
an hour ago
- Yahoo
CoreWeave Stock Rises on $6B Commitment to Pennsylvania AI Data Center
CoreWeave shares surged Tuesday as the company said it plans to invest $6 billion in a new Pennsylvania data center. The Nvidia partner is expected to announce the investment at an energy summit alongside President Donald Trump. CoreWeave shares have tripled since the company went public in March but are down since the company announced a major acquisition last (CRWV) shares extended gains this week after the Nvidia (NVDA) partner said it would invest more than $6 billion in a new AI data center in Pennsylvania. The AI cloud provider's stock jumped over 8% to above $143 in early trading Tuesday, building on a 5% gain a day earlier. Shares have more than tripled since CoreWeave went public in March but are down about 14% from last week, when the company announced a $9 billion acquisition of Core Scientific. CoreWeave plans to announce the data center investment as part of a roundtable discussion with President Donald Trump and other lawmakers and industry leaders at the inaugural Pennsylvania Energy and Innovation Summit. 'The demand for high-performance AI compute is relentless, and CoreWeave is scaling a cloud purpose-built for AI to meet it and strengthen US leadership,' CoreWeave CEO Michael Intrator said. 'This data center will accelerate innovation and drive economic growth across the region.' Read the original article on Investopedia Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
CNBC
an hour ago
- CNBC
Coreweave stock pops after company announces $6 billion AI data center in Pennsylvania
Coreweave stock climbed more than 9% on Tuesday after the company announced a $6 billion artificial intelligence data center project in Pennsylvania. The commitment includes an initial 100 megawatt data center built in Lancaster, a city about 70 miles west of Philadelphia. The data center will be able to expand to 300 MW. "The demand for high-performance AI compute is relentless," said CoreWeave CEO Michael Intrator in a release, "and CoreWeave is scaling a cloud purpose-built for AI to meet it and strengthen US leadership." The announcement comes as part of the Pennsylvania Energy and Innovation Summit in Pittsburgh hosted by Sen. Dave McCormick, R-Penn., where President Donald Trump, members of his administration and executives are meeting to discuss AI and investment opportunities in the state. Google announced a $25 billion data center and AI infrastructure deal Tuesday in conjunction with the summit, and pledged $3 billion to upgrade two hydropower plants in Pennsylvania. CoreWeave, which rents out access to Nvidia AI chips, has been on a tear since it went public at the end of March. Shares opened at $39 and are up more than 250% since then. The company announced a $9 billion acquisition of data center infrastructure provider Core Scientific last week, a deal that will boost CoreWeave's access to power and real estate. CoreWeave was already a major customer of Core Scientific and the deal will cut $10 billion in future lease commitments, according to the company.
Yahoo
2 hours ago
- Yahoo
CoreWeave Stock Soars on Massive AI Data Center Plans
July 15 CoreWeave (NASDAQ:CRWV) shares climbed about 6% in Tuesday's premarket trading after the company said it will invest up to $6 billion to build an AI data center in Lancaster, Pa. Warning! GuruFocus has detected 6 Warning Signs with CRWV. The announcement came during a CEO roundtable with former President Donald J. Trump at Senator Dave McCormick's inaugural Pennsylvania Energy and Innovation Summit at Carnegie Mellon University in Pittsburgh. The first phase of the facility will deliver 100 megawatts (MW) of power for generative AI workloads, with room to expand to 300 MW. It stands as one of the region's earliest large?scale data centers dedicated to high?performance computing and could help position Pennsylvania as a strategic AI hub. Construction is expected to create about 600 skilled jobs during the build-out, with roughly 70 full?time technical and operational roles at launch, scaling to around 175 over time. Since its late?March IPO at $40 per share, CoreWeave's stock has more than tripled, peaking at $183.58 on June 20 before pulling back. Separately, Cisco Systems (NASDAQ:CSCO) recently disclosed a 1.06 million?share stake in the company. Investors will watch whether the new capacity drives revenue growth and strengthens CoreWeave's foothold in the AI infrastructure market. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
