BWS Financial Raises Nebius (NBIS) PT to $130 Following $19.4B Microsoft Contract

Group 1 - Nebius Group (NASDAQ:NBIS) has been identified as a top AI stock by analysts, with BWS Financial raising its price target from $90 to $130 following a significant $19.4 billion hyperscaler contract with Microsoft Corp. [1][3] - The company is expected to accelerate GPU installations and expedite bringing its New Jersey operations online due to the new contract [2]. - Nebius reported a revenue increase of 625% year-over-year, reaching $105.1 million in Q2 2025, driven by strong demand for its AI cloud infrastructure [2][3]. Group 2 - Nebius's core AI infrastructure business has become EBITDA positive ahead of projections and is expected to maintain this status throughout the year, although the overall group is forecasted to be EBITDA negative for the full year [3]. - The annualized run-rate revenue guidance for Nebius has been raised to between $900 million and $1.1 billion for the end of 2025, an increase from the previous guidance of $750 million to $1 billion [3]. Group 3 - Nebius Group operates as a technology company providing full-stack infrastructure to support the global AI industry across regions including the Netherlands, Europe, North America, and Israel [4].