What Is Going on With Nebius Stock on Thursday?
Nebius Group stock jumps following a BNP Paribas upgrade to $399 and a planned 20% GPU cloud price increase amid tight AI computing capacity.
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BNP Paribas Upgrades Nebius Group to Outperform, Raises Price Target to $399
BNP Paribas analyst Daniel Wang upgrades Nebius Group (NASDAQ:NBIS) from Neutral to Outperform and raises the price target from $260 to $399.
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Nebius Group shares are trading higher after BNP Paribas upgraded the stock from Neutral to Outperform rating and raised its price target from $260 to $399.
BigBear.ai vs. Nebius Group: Which Specialized AI Stock Is a Better Buy in 2026?
The article compares two AI-focused companies: BigBear.ai, which specializes in government-focused decision-intelligence software, and Nebius Group, which provides full-stack AI cloud infrastructure. While BigBear.ai has sticky government contracts and a defensible niche, Nebius Group demonstrates superior growth (350.9% revenue increase), positive net income, and operates in a larger global market. The author recommends Nebius for long-term investors due to its significantly larger addressable market and extraordinary growth trajectory, despite higher valuation multiples.