Nebius Stock Is Seeing Positive Momentum: What's Happening Today?

Benzinga_recent_news01-15

Shares of Nebius Group N.V. (NASDAQ:NBIS) are rising Thursday. Morgan Stanley initiated coverage on the AI infrastructure stock. Nebius Group stock is building positive momentum. What’s pushing NBIS ...

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江江水
01-16
江江水
說說你對這篇新聞的看法...

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(NASDAQ:NBIS) are rising Thursday. Morgan Stanley initiated coverage on the AI infrastructure stock. \nNebius Group stock is building positive momentum. 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(NASDAQ:NBIS) are rising Thursday. Morgan Stanley initiated coverage on the AI infrastructure stock. \nNebius Group stock is building positive momentum. What’s pushing NBIS stock higher?\nAnalyst Josh Baer initiated an equal-weight rating and set a price target of $126.00. Baer highlighted the company’s aggressive scaling targets and its strategic positioning within the AI infrastructure sector as pivotal factors, pointing to a potential 23.55% upside. The ambitious plan to expand capacity and capture significant annual recurring revenue (ARR) by 2026 underpins this valuation, but also presents substantial execution risks.\nNebius Group’s strategy revolves around its AI cloud infrastructure, aiming to connect a staggering 700MW of power by 2026. This bold move is expected to generate between $7 billion and $9 billion in ARR by the fourth quarter of 2026, a significant leap from its current $600 million ARR. \n“We see Nebius well positioned to bring online significant capacity, scale rapidly, and long-term, we think Nebius can inflect margins and FCF meaningfully positive,” Morgan Stanley said.\nThe firm’s ability to meet these targets will be crucial in justifying the current stock valuation and supporting the projected price target. \nNebius’s financial strategy is bolstered by its diverse customer base and its investments in non-core consolidated businesses. These elements are expected to provide additional streams of revenue and strategic value beyond its primary AI compute services. \nThe company’s focus on maintaining a solid balance sheet and accessing capital efficiently plays a critical role in supporting its aggressive expansion plans. \nWhile Nebius’s growth prospects are compelling, they come with considerable risks, primarily around the execution of its scaling strategy. The necessity to ramp up capacity significantly and the associated capital expenditures pose potential challenges to achieving profitability in the near term. \nMorgan Stanley pointed out that the company’s EBIT margins are likely to remain under pressure due to ramping depreciation and substantial capex requirements.\nNBIS Price Action: Nebius Group shares were up 2.07% at $104.10 at the time of writing on Thursday, according to Benzinga Pro data.\nImage:Shutterstock\nThis content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":522095778088200,"gmtCreate":1768499982986,"gmtModify":1768514007113,"author":{"id":"4202637290870722","authorId":"4202637290870722","name":"江江水","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4202637290870722","idStr":"4202637290870722"},"htmlText":"說說你對這篇新聞的看法...","listText":"說說你對這篇新聞的看法...","text":"說說你對這篇新聞的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/522095778088200","repostId":2603426981,"repostType":2,"repost":{"id":"2603426981","kind":"highlight","pubTimestamp":1768492140,"share":"https://ttm.financial/m/news/2603426981?lang=en_US&edition=fundamental","pubTime":"2026-01-15 23:49","market":"sh","language":"en","title":"Nebius Stock Is Seeing Positive Momentum: What's Happening Today?","url":"https://stock-news.laohu8.com/highlight/detail?id=2603426981","media":"Benzinga_recent_news","summary":"Shares of Nebius Group N.V. (NASDAQ: NBIS) are rising Thursday. Morgan Stanley initiated coverage on the AI infrastructure stock.","content":"<div>\n<p>Shares of Nebius Group N.V. (NASDAQ:NBIS) are rising Thursday. Morgan Stanley initiated coverage on the AI infrastructure stock. \nNebius Group stock is building positive momentum. What’s pushing NBIS ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/26/01/49939799/nebius-stock-is-seeing-positive-momentum-whats-happening-today\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nebius Stock Is Seeing Positive Momentum: What's Happening Today?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNebius Stock Is Seeing Positive Momentum: What's Happening Today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-15 23:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/movers/26/01/49939799/nebius-stock-is-seeing-positive-momentum-whats-happening-today><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Nebius Group N.V. (NASDAQ:NBIS) are rising Thursday. Morgan Stanley initiated coverage on the AI infrastructure stock. \nNebius Group stock is building positive momentum. What’s pushing NBIS ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/26/01/49939799/nebius-stock-is-seeing-positive-momentum-whats-happening-today\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn.benzinga.com/files/images/story/2026/01/15/Stock-Market-Trading-Graph-And-Financial.jpeg?optimize=medium&dpr=2&auto=webp&width=240","relate_stocks":{"LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4551":"寇图资本持仓","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4023":"应用软件","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BK4097":"系统软件","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","BK4581":"高盛持仓","BK4543":"AI","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4077":"互动媒体与服务","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0950373646.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0531971165.HKD":"HSBC GIF RUSSIA EQUITY \"AD\" (HKD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4127":"投资银行业与经纪业","BK4609":"英伟达持仓股","LU0971096721.USD":"富达环球金融服务 A","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0823431563.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0823431647.USD":"BNP PARIBAS RUSSIA EQUITY \"CLASSIC\" (USD) INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1548497426.USD":"安联环球人工智能AT Acc","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0329931173.USD":"HSBC GIF RUSSIA EQUITY \"AD\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","BK4587":"ChatGPT概念","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","BK4528":"SaaS概念","BK4516":"特朗普概念","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0106831901.USD":"贝莱德世界金融基金A2","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","AI":"C3.ai, Inc.","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","NBIS":"NEBIUS","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","BK4504":"桥水持仓","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4110":"抵押房地产投资信托","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","BK4588":"碎股","LU0329931090.USD":"HSBC GIF RUSSIA EQUITY \"AC\" ACC"},"source_url":"https://www.benzinga.com/trading-ideas/movers/26/01/49939799/nebius-stock-is-seeing-positive-momentum-whats-happening-today","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603426981","content_text":"Shares of Nebius Group N.V. (NASDAQ:NBIS) are rising Thursday. Morgan Stanley initiated coverage on the AI infrastructure stock. \nNebius Group stock is building positive momentum. What’s pushing NBIS stock higher?\nAnalyst Josh Baer initiated an equal-weight rating and set a price target of $126.00. Baer highlighted the company’s aggressive scaling targets and its strategic positioning within the AI infrastructure sector as pivotal factors, pointing to a potential 23.55% upside. The ambitious plan to expand capacity and capture significant annual recurring revenue (ARR) by 2026 underpins this valuation, but also presents substantial execution risks.\nNebius Group’s strategy revolves around its AI cloud infrastructure, aiming to connect a staggering 700MW of power by 2026. This bold move is expected to generate between $7 billion and $9 billion in ARR by the fourth quarter of 2026, a significant leap from its current $600 million ARR. \n“We see Nebius well positioned to bring online significant capacity, scale rapidly, and long-term, we think Nebius can inflect margins and FCF meaningfully positive,” Morgan Stanley said.\nThe firm’s ability to meet these targets will be crucial in justifying the current stock valuation and supporting the projected price target. \nNebius’s financial strategy is bolstered by its diverse customer base and its investments in non-core consolidated businesses. These elements are expected to provide additional streams of revenue and strategic value beyond its primary AI compute services. \nThe company’s focus on maintaining a solid balance sheet and accessing capital efficiently plays a critical role in supporting its aggressive expansion plans. \nWhile Nebius’s growth prospects are compelling, they come with considerable risks, primarily around the execution of its scaling strategy. The necessity to ramp up capacity significantly and the associated capital expenditures pose potential challenges to achieving profitability in the near term. \nMorgan Stanley pointed out that the company’s EBIT margins are likely to remain under pressure due to ramping depreciation and substantial capex requirements.\nNBIS Price Action: Nebius Group shares were up 2.07% at $104.10 at the time of writing on Thursday, according to Benzinga Pro data.\nImage:Shutterstock\nThis content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.","news_type":1,"symbols_score_info":{"AI":0.63,"NBIS":1.98}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603426981","isCrawlerRequest":true}