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42/100BNebius Group stock forecast 2026–2028What is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Analysts' average 12-month price target for Nebius Group is 284.33, 108.6% above the current price of 136.33. Their targets range from 144.00 to 410.00.
Of the 11 firms that rated Nebius Group in the past 12 months, 8 rate it buy or strong buy, 3 hold and 0 sell or strong sell (each firm at its latest rating): a Buy consensus.
Analysts' 1-year price targets range from 144.00 to 410.00, with an average of 284.33.
| Buy | 8 | |
| Hold | 3 | |
| Sell | 0 |
12-month price target
| Highest target | 410.00 |
| Average target | 284.33 |
| Lowest target | 144.00 |
| Current price | 136.33 |
Nebius Group price target historyWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Have analysts recently raised or lowered their Nebius Group price target and rating?
How analysts rate Nebius Group, month by monthWhat is the analyst rating? The analyst rating sums up what the analysts covering a stock recommend, from strong buy to strong sell, by the share of them rating it a buy.
8 of 11 firms rate it buy now, against 4 of 4 in December 2025.
Each month: every firm at its latest rating from the 12 months before. Strong buys count as buys, strong sells as sells.
Nebius Group analyst upgrades, downgrades and price targets
The latest rating change came on 24 September 2026, when BNP Paribas upgraded Nebius Group from Neutral to Outperform. Its price target is 399.00, from 255.00. The most recent new target came from Piper Sandler on 21 October 2026: 185.00.
| Date | Firm | Rating | Price target | Change | Price then |
|---|---|---|---|---|---|
| 21 Oct 2026 | Piper Sandler James Fish | Reiterated · Neutral | 224.00 → 185.00 | -17.4% | 171.45 |
| 24 Sept 2026 | BNP Paribas | Upgraded · Neutral → Outperform | 255.00 → 399.00 | +56.5% | 226.61 |
| 21 Sept 2026 | BTG Pactual | — | 223.00 | — | 233.28 |
| 9 Sept 2026 | Truist Financial Arvind Ramnani | — | 355.00 | — | 240.35 |
| 25 Aug 2026 | Goldman Sachs | — | 328.00 | — | 220.64 |
| 13 Aug 2026 | Robert W. Baird Rob Oliver | — | 250.00 → 340.00 | +36.0% | 259.20 |
| 7 Aug 2026 | D.A. Davidson Gil Luria | — | 250.00 → 175.00 | -30.0% | 185.60 |
| 3 Aug 2026 | Piper Sandler | — | 224.00 | — | 212.58 |
| 21 Jul 2026 | Robert W. Baird | — | 250.00 | — | 216.92 |
| 20 Jul 2026 | Northland Securities | Reiterated · Outperform | 248.00 → 410.00 | +65.3% | 184.27 |
| 20 Jul 2026 | Freedom Capital Markets | Upgraded · Hold → Buy | — | — | — |
| 2 Jun 2026 | BNP Paribas | — | 255.00 | — | 264.51 |
| 14 May 2026 | Northland Securities Nehal Chokshi | — | 232.00 → 248.00 | +6.9% | 228.59 |
| 14 May 2026 | Morgan Stanley | Reiterated · Equal Weight | 126.00 → 144.00 | +14.3% | 221.65 |
| 13 May 2026 | D.A. Davidson | — | 200.00 → 250.00 | +25.0% | 213.34 |
| 9 Apr 2026 | Cantor Fitzgerald | — | 129.00 | — | 136.33 |
| 16 Mar 2026 | D.A. Davidson Alexander Platt | — | 125.00 → 200.00 | +60.0% | 130.55 |
| 23 Feb 2026 | Northland Securities Nehal Chokshi | — | 77.00 → 232.00 | +201.3% | 99.29 |
| 18 Feb 2026 | Compass Point Michael Donovan | — | 150.00 | — | 97.52 |
| 15 Jan 2026 | Morgan Stanley | — | 126.00 | — | 101.98 |
| 19 Nov 2025 | JMP Securities | — | 175.00 | — | 90.54 |
Nebius Group EPS and revenue estimatesWhat are estimate revisions? Estimate revisions are the changes analysts make to their EPS and revenue forecasts for the years ahead. They show whether expectations are rising or falling.
Revenue
EPS
Does Nebius Group beat earnings estimates?What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
On average, analysts' EPS estimate was 60.5% off the result, either way, and their revenue estimate 8.4%, over the last 9 quarters.
- EPS beats
- 6 / 9
- Revenue beats
- 3 / 9
- Average EPS surprise, last 9What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- +23.6%
- Since
- November 2022
| Quarter | Report date | EPS estimate | Reported EPS | Surprise | Revenue estimate | Reported revenue | Surprise |
|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 12 Aug 2026 | -0.72 | -0.12 | +83.3% | 569.89M | 582.30M | +2.2% |
| Q1 FY2026 | 13 May 2026 | -0.77 | -0.23 | +70.0% | 375.13M | 399.00M | +6.4% |
| Q4 FY2025 | 12 Feb 2026 | -0.58 | -0.99 | -70.7% | 246.05M | 227.70M | -7.5% |
| Q3 FY2025 | 11 Nov 2025 | -0.56 | -0.39 | +29.9% | 157.88M | 146.10M | -7.5% |
| Q2 FY2025 | 7 Aug 2025 | -0.50 | -0.38 | +24.0% | 105.37M | 105.10M | -0.3% |
| Q1 FY2025 | 20 May 2025 | -0.45 | -0.44 | +2.2% | 57.73M | 55.30M | -4.2% |
| Q4 FY2024 | 20 Feb 2025 | -0.39 | -0.43 | -9.3% | 58.10M | 37.90M | -34.8% |
| Q4 FY2022 | 16 Feb 2023 | 0.20 | 0.03 | -86.1% | 2.15B | 2.07B | -3.8% |
| Q3 FY2022 | 3 Nov 2022 | 0.04 | 0.12 | +168.7% | 2.03B | 2.21B | +9.1% |
Nebius Group stock price 2026–2028: scenariosHow are the stock price scenarios calculated? Bear, base and bull prices for the years ahead: the analysts' EPS estimates times the lowest, average and highest P/E of the stock today and at its last five year ends, or of its peers.
There are no price scenarios for Nebius Group: its P/E has been above 60, or from losses, too often in the last five years to price its earnings at, and similar companies' P/Es put its value too far from its price to stand in. The earnings analysts expect are in the estimates above.
Most undervalued US stocksHow does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
| Stock | Price | Fair value | Upside |
|---|---|---|---|
| 97.350 | 194.84146Price 97.35244 | +100.1% | |
| 119.980 | 236.63177Price 119.98296 | +97.2% | |
| 197.050 | 384.58163Price 197.052,644 | +95.2% | |
| 157.530 | 305.52161Price 157.53396 | +93.9% | |
| 43.270 | 82.9546Price 43.27165 | +91.7% | |
| 214.470 | 405.52304Price 214.47507 | +89.1% | |
| 163.700 | 308.95212Price 163.70442 | +88.7% |
Furthest below the fair value on each stock's page, updated every day.