Nebius Group Surges 46% After Second Buy Rating from Bloomberg Expert

Nebius Group has seen a 46% increase in shares since a July Buy rating was issued. The company, which was previously rated by Bloomberg, is now a new AI champion. The rating was issued in early July and shares have risen significantly since then.

Nebius Group (NBIS) has seen a remarkable 46% increase in shares since a July Buy rating was issued by Thomas Barwick [2]. The company, previously known as Yandex, has repositioned itself as a leading AI cloud provider, with a strong focus on artificial intelligence (AI) infrastructure. This shift has positioned Nebius Group as a significant player in the competitive cloud computing market, where it competes with giants such as Amazon (AMZN) and Microsoft (MSFT).

The company reported robust second-quarter financial results, with revenue jumping to $105.1 million, a 625% year-over-year increase [1]. This growth, coupled with an upward revision of the annualized revenue run rate forecast to $900 million to $1.1 billion by the end of 2025, has drawn significant investor attention [1]. Chief Executive Arkady Volozh attributed the strong performance to the growing demand for AI infrastructure and the company's aggressive expansion plans [1].

Nebius Group's stock has been volatile, with shares rallying more than 145% year-to-date and a Relative Strength Rating of 98 out of 99 [1]. Despite the volatility, analysts remain bullish, with several firms rating the stock as a "Buy" and setting price targets ranging from $47.00 to $80.00 [4]. The company's expansion plans, including securing more than 1 GW of power by the end of 2026, and its strategic investments in AI infrastructure in Europe and the U.S., further underscore its growth potential [1].

However, investors should be cautious. Nebius Group's stock has been somewhat volatile, with an Average True Range (ATR) of 6.9% [1]. The company's EPS Rating of 9 out of 99 also suggests that its earnings per share are not as strong as its revenue growth [1]. Therefore, while the company's prospects are promising, investors should carefully consider the risks associated with its high volatility and relatively lower earnings.

References:
[1] https://www.investors.com/news/technology/nebius-stock-q2-2025-earnings-ai-cloud/
[2] https://seekingalpha.com/article/4810606-nebius-group-the-new-ai-champion
[3] https://finance.yahoo.com/news/why-shares-nebius-group-skyrocketing-170716056.html
[4] https://www.marketbeat.com/instant-alerts/nebius-group-nasdaqnbis-trading-up-3-heres-why-2025-08-08/