Latest news with #AlexDuval
Yahoo
4 days ago
- Business
- Yahoo
Nebius Group (NBIS): The AI Infrastructure Play Goldman Sachs Is Backing
Nebius Group N.V. (NASDAQ:NBIS) is one of the . On July 14, Goldman Sachs initiated coverage on the stock with a 'Buy' rating and a $68 price target. The firm believes Nebius is a leading provider of AI infrastructure and that the AI cloud company is well-positioned. Nebius Group, with a market capitalization of roughly $10.5 billion, is a dominant player in the AI Neocloud market. The company is a direct beneficiary of the rising demand for generative AI and customized GPU infrastructure. 'We initiate on Nebius (NBIS), a leading player in the AI Neocloud market (a niche AI GPU infrastructure rental market), with a Buy rating and a 12-month price target of $68 implying 45% upside' The initiation note by the firm has highlighted Nebius' key advantages, notably a full-stack software offering, cost efficiencies, and the tendency to operate at scale. These advantages are helping Nebius serve clients that require access to AI compute without having to invest in their own hardware. Analyst Alex Duval views a favorable risk/reward skew for investors. He estimates a 4:1 upside-to-downside ratio between bull and bear scenarios. Overall, the firm asserts that Nebius is attractively priced compared to peers, particularly given its role as a pure-play in AI compute infrastructure. Nebius Group N.V. (NASDAQ:NBIS) is an AI infrastructure firm that builds full-stack infrastructure to enable the growth of the global AI industry, including large-scale GPU clusters, cloud platforms, and tools and services for developers. While we acknowledge the potential of NBIS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None. Sign in to access your portfolio
Yahoo
5 days ago
- Business
- Yahoo
Goldman Sachs Thinks Nebius Stock Can Rally 50% From Here. Should You Buy NBIS?
Nebius (NBIS) shares have already rallied nearly 150% in recent months, but a senior Goldman Sachs analyst believes they are still significantly undervalued at current levels. 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. Shopify Stock is a Bargain - How to Make a 3.2% One-Month Yield with SHOP How High Can Nvidia Stock Go as Jensen Huang Heads to China? This Analyst Just Doubled His Price Target on AMD Stock Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! 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
Yahoo
6 days ago
- Business
- Yahoo
Goldman Sachs starts Nebius at 'buy,' cites AI infrastructure strength
-- Goldman Sachs has initiated coverage on Nebius Group (NASDAQ:NBIS) with a 'buy' rating, pointing to the company's position as a leading provider of AI infrastructure and forecasting over 50% upside from current levels. With a market capitalization of $10.5 billion, Nebius operates in the AI Neocloud market, offering outsourced access to GPU computing power via the cloud. Analyst Alex Duval views the company as a direct beneficiary of rising demand for generative AI and the growing need for specialized GPU infrastructure. According to the initiation note, Nebius' key advantages include a full-stack software offering, cost efficiencies, and the ability to operate at scale. These features, Duval writes, position the company to serve the increasing number of enterprise and developer clients seeking access to AI compute without investing in their own hardware. Duval sees a favorable risk/reward skew for investors, estimating a 4:1 upside-to-downside ratio between bull and bear scenarios. He also flags that Nebius is currently trading at 3x EV/Sales, well below its closest peer CoreWeave, which trades at 5x. Goldman's report identifies a clear path to growth catalysts, including potential capital raises, expanded infrastructure capacity, and global market entry. These factors, Duval suggests, could further support revenue growth and valuation upside. Despite recent share price gains, the brokerage maintains that Nebius remains attractively priced relative to peers, particularly given its role as a pure-play in AI compute infrastructure. Related articles Goldman Sachs starts Nebius at 'buy,' cites AI infrastructure strength UBS: Tesla still overvalued, Musk's call may sway market MiNK Therapeutics stock falls after William Blair downgrade 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
