Nebius Sees A Game-Changer With The Price Increases

Nebius Sees A Game-Changer With The Price Increases Summary Nebius Group remains a high-conviction bullish call, with a 40% 12-month upside and potential for doubling in two years. NBIS's repeated GPU and CPU price hikes, innovative auction-based pricing, and robust demand signal strong pricing power versus hyperscaler competition. Accelerating customer prepayments and short-term contracts are shortening CAPEX payback periods to under two years, supporting aggressive expansion. Key risks are capital intensity and potential demand slowdowns, but current market conditions and execution quality justify a bullish stance. Looking for a helping hand in the market? Members of Beyond the Wall Investing get exclusive ideas and guidance to navigate any climate. Learn More » onurdongel/iStock via Getty Images I'm Still Waiting For NBIS's Bullish Repricing In my previous article on Nebius Group ( NBIS ), which came out in May 2026 , I wrote that the stock's price target should be close to $400/share in This article was written by Oakoff Investments 10.68K Followers Follow Oakoff Investments is a personal portfolio manager and a quantitative research analyst with 5 years helping readers find a reasonable balance between growth and value by sharing proprietary Wall Street information. He leads the investing group Beyond the Wall Investing with features that include: a fundamentals-based portfolio, weekly analysis on insights from institutional investors, regular alerts for short-term trade ideas based on technical signals, ticker feedback by request from readers, and community chat. Learn more. Analyst’s Disclosure: I/we have a beneficial long position in the shares of NBIS, CRWV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.