On September 21, NEBIUS rose 3.81% in regular trading, trading at $232.165 per share, with turnover of $1.655 billion, as the stock continued to gain momentum from a series of bullish catalysts announced earlier in the week.
On the news front, NEBIUS previously announced a comprehensive increase in GPU cloud service pricing effective October 1, with an average hike of approximately 20%. The price adjustments cover H100, H200, B200, and B300 chip models, with B300 per-GPU-hour rates rising roughly 21% to $9.50 — the largest absolute increase. This marks the company's second round of price hikes since May, with B300 cumulative increases reaching 56%. The market broadly interprets this as a strong signal that AI compute supply-demand imbalance persists and pricing power is shifting decisively toward the supply side, with demand visibility reportedly extending beyond 24 months.
Additionally, NEBIUS is expected to be included in the Nasdaq 100 index, driving passive fund allocation demand. Truist recently initiated coverage with a Buy rating and a $355 price target, citing the company's ability to capture market share from both incumbent and emerging cloud providers.
(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)
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