Nebius Group AI Infrastructure Stock Jumps Over 400% in One Year

Nebius Group, an AI‑infrastructure provider, saw its shares surge more than 400% over the past 12 months as demand for GPU‑driven computing power accelerated. The company posted a 684% year‑over‑year revenue increase to $399 million and its AI cloud business grew 841% in the latest quarter. Major partnerships have bolstered confidence, including a $2 billion investment from Nvidia and a second agreement with Meta Platforms for up to $27 billion.

Wall Street analysts have raised price targets, with D.A. Davidson lifting its one‑year target to $250 per share and Citi to $287, suggesting further upside. Nebius is now valued at roughly $54.5 billion, trading at about 16 times projected earnings. While the rapid growth and high‑profile deals position the firm as a notable AI‑cloud player, the capital‑intensive nature of AI infrastructure and intense competition remain risks.