Latest news with #AlexanderDuval
Business Insider
a day ago
- Business
- Business Insider
‘Time to Invest in Undervalued AI?' Nebius Stock (NBIS) Soars 17% on Top Analyst's Bullish Call
Nebius Group (NBIS) stock jumped over 17% on Monday. The upside came after a Top-rated Goldman Sachs analyst, Alexander Duval, initiated coverage with a Buy rating and a $68 price target, implying nearly 45% upside. Despite recent gains, Duval believes NBIS stock is undervalued and offers a favorable risk-reward profile, especially as AI infrastructure demand continues to surge. 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.
Yahoo
2 days ago
- Business
- Yahoo
Why Shares of Nebius Group Are Rocketing Higher Today
Nebius Group stock soared through the first half of 2024. The company is a leader in developing neo-clouds, which are uniquely suited for AI and machine learning. Starting coverage on Nebius, a Goldman Sachs analyst sees significant upside to the stock. 10 stocks we like better than Nebius Group › Markets are off to a sluggish start this week. The S&P 500 and Dow Jones Industrial Average are both trending lower shortly after Monday's trading session opened. But cloud computing stock Nebius Group (NASDAQ: NBIS) is moving decisively in the other direction, thanks to an analyst's auspicious outlook on the stock. As of 11:01 a.m. ET, shares of Nebius are up 11.2%. Initiating coverage on artificial intelligence (AI) stock Nebius, Alexander Duval, an analyst at Goldman Sachs, assigned a buy rating and a $68 price target, which implies upside of 53.5% based on Friday's closing price. Through the first half of 2025, shares of Nebius had already risen nearly 100%. Recognizing Nebius as a leader in the neocloud market, Duval based his favorable perspective on the company's full stack software offering and cost advantages, according to The Fly. Providing high-performance infrastructure specifically designed for graphics processing units (GPUs), neoclouds are a niche of cloud computing uniquely suited for AI, machine learning, and other applications that require substantial computing power. Analysts often have short investing horizons, so take Duval's price target with a grain of salt. But investing in Nebius looks like a good way to gain AI exposure. The company's merits and its ample growth prospects justify clicking the buy button. Before you buy stock in Nebius Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nebius Group wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $671,477!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,010,880!* Now, it's worth noting Stock Advisor's total average return is 1,047% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of July 14, 2025 Scott Levine has no position in any of the stocks mentioned. The Motley Fool recommends Nebius Group. The Motley Fool has a disclosure policy. Why Shares of Nebius Group Are Rocketing Higher Today was originally published by The Motley Fool Sign in to access your portfolio
Business Insider
2 days ago
- Business
- Business Insider
Nebius initiated with a Buy at Goldman Sachs
Goldman Sachs analyst Alexander Duval initiated coverage of Nebius (NBIS) with a Buy rating and $68 price target which implies 45% upside. The firm says Nebius is a leading player in the artificial intelligence neo-cloud market, which it has a positive view on. The company is well positioned given its full stack software offering, cost advantages and expertise at scale, the analyst tells investors in a research note. Goldman sees a positive risk/reward at current share levels. 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.
