Nebius Group N.V. (NBIS) Stock News

Rosenblatt initiated coverage on Nebius Group N.V. (NBIS) with a Buy rating.

Rosenblatt issued a price target of $304.00 for Nebius Group shares.

Nebius acquired Inferize, an inference optimization startup. Inferize's technology reduces model cold starts, cutting GPU idle time and improving capacity utilization. The team and technology will be integrated into Nebius Token Factory. Terms were not disclosed.

Nebius has agreed to acquire Inferize, an AI startup that reduces idle GPU capacity and accelerates large model deployment. Terms were not disclosed. The technology will be integrated into Nebius' Token Factory inference platform to improve GPU utilization and lower costs.

Nebius acquired Inferize, an AI inference optimization startup. Terms were not disclosed. Inferize's technology reduces cold starts, cutting GPU idle time. Nebius will integrate it into its Token Factory platform to improve GPU utilization and lower inference costs.

J.P. Morgan upgraded CoreWeave to Overweight, BNP Paribas upgraded Nebius to Outperform, citing pricing power from short-term AI compute contracts. Nebius rose 9.5%, CoreWeave 3.8%.

BNP Paribas Exane upgraded Nebius Group N.V. (NBIS) to Outperform from Neutral with a $399 price target. The previous rating was Neutral.

Michael Burry has reportedly added to short positions in Micron (MU), Nebius (NBIS), and Palantir (PLTR). No details on position size or rationale were provided. This follows a Nebius price hike announcement and prior Burry disclosures.

Nebius (NBIS) is raising prices on GPU computing endpoints powered by Nvidia chips, effective Oct. 1. Prices for H100, H200, B200, and B300 endpoints will rise 16–20%. The move follows a previous price hike this month, signaling strong demand for AI compute capacity.

Rothschild Redburn launches coverage on AI data center stocks, issues sells on Nebius and CoreWeave.

Nebius raising on-demand GPU prices 17-21% effective Oct 1.

Nebius shares rise 11% Nebius shares rose 11% in trading, according to an unverified report. The move follows recent announcements: Palantir named Nebius its preferred sovereign AI infrastructure partner, and portfolio company Antioch raised $32M in Series A funding led by Greylock.

Palantir names Nebius as preferred sovereign AI infrastructure partner. Nebius compute and inference will be integrated directly into Palantir's enterprise environment. Eligible customers can run and adapt open models on Nebius infrastructure while maintaining control of data, compute, and models. The companies also plan to accelerate new AI capacity, including modular data center deployments at sites with existing power.

DataOne's Vineland, NJ AI data center is accused of operating gas generators without required air permits. Thermal footage reportedly showed at least 45 of 62 generators running. NJDEP says it issued no permits. The facility is tied to Nebius' $17B deal with Microsoft.

ClickHouse's annual recurring revenue has exceeded $350 million, up 40% since May, fueled by AI agent demand. Nebius owned a 28% stake as of May 2025, likely diluted by later fundraising.

Nebius Group has closed its private offering of convertible senior notes with aggregate gross proceeds of about $5.75 billion. The company did not disclose the use of proceeds in the announcement.

Nebius (NBIS) launched a $4.5 billion convertible senior note offering. The capital will be used to build more data centers for AI workloads.

ChatGPT: to have more than doubled Nebius stock investment.

Two stop orders this week at Nebius' Vineland data center. Aug 6 halted LNG tank work. Aug 10 halted Bloom Energy fuel-cell work. City says required approvals not obtained. DataOne says pause temporary, timeline unaffected.

Nebius (NBIS) reported Q2 revenue of $582.3M (est. $573M) and adjusted EBITDA of $236.2M (est. $175M). AI capacity pricing: $20-25M/MW for 1-3 year deals, $40-50M/MW for short-duration. First capacity auction cleared 15% above highest Blackwell price. Management says it could sell all 2027 capacity today but is retaining some. FY26 guidance reaffirmed with contracted capacity raised to 5 GW. Stock up 34%.

Nebius reported a 514% surge in AI cloud revenue. The company cited booming demand for computing power. No further details are available. The claim is unverified.