Nebius Group Surges to 60th in Daily Rankings with 12.20 Billion Turnover

On July 14, 2025, Nebius Group (NBIS) saw a significant surge in trading volume, with a turnover of 12.20 billion, marking a 193.98% increase from the previous day. This substantial rise placed Nebius at the 60th position in the daily stock market rankings, with its stock price increasing by 17.27%.

Goldman Sachs has initiated coverage on Nebius Group with a "buy" rating, highlighting the company's leading position in the AI infrastructure market. The analyst, Alex Duval, forecasts over 50% upside from current levels, citing Nebius' role as a key beneficiary of the rising demand for generative AI and specialized GPU infrastructure. Duval notes that Nebius' full-stack software offering, cost efficiencies, and scalability make it an attractive option for enterprise and developer clients seeking AI compute access without investing in their own hardware.

Duval's analysis suggests a favorable risk/reward ratio for investors, estimating a 4:1 upside-to-downside ratio. He also points out that Nebius is currently trading at 3x EV/Sales, significantly lower than its closest peer, CoreWeave, which trades at 5x. The report identifies potential growth catalysts, including capital raises, expanded infrastructure capacity, and global market entry, which could further support revenue growth and valuation upside.

Despite recent gains, Goldman Sachs maintains that Nebius remains attractively priced relative to its peers, particularly given its pure-play status in AI compute infrastructure. This bullish outlook from Goldman Sachs has contributed to the significant stock price increase, reflecting investor confidence in Nebius' future prospects.