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Mar 16, 2026 8:01 PM

Nebius Rewrites Expectations — Next Stop $200?

Nebius Group (NASDAQ:NBIS) may have just had its long‑term story rewritten, and two fresh $200 price targets suggest the market is still catching up.

NBIS stock is moving. See the chart and price action here. 

Street Chases The Tape

DA Davidson and BWS Financial both lifted their Nebius targets to $200 on Monday, up from $150 and $130, respectively, while reiterating Buy ratings, according to Benzinga Pro.  

The calls arrive into a roughly 15% surge in Monday’s session, extending a multi‑day melt‑up as investors reprice Nebius as a top‑tier neocloud rather than a speculative AI sidecar.

At roughly a $28 billion market cap, Nebius is being valued against a radically different revenue backdrop than even a quarter ago. The $200 ...