Nebius Stock Surges on $27B META AI Deal – Here’s What This Analyst Thinks Comes Next

Nebius (NBIS) stock gained about 15% on Monday after the company revealed a massive AI infrastructure agreement with Meta Platforms (META). The long-term deal, which could reach $27 billion in total value, marks one of the largest AI cloud capacity commitments announced this year and sharply increases Nebius’ revenue visibility. Following the announcement, Compass Point analyst Michael Donovan reiterated a Buy rating on the stock and kept his $150 price target, implying 33% upside from current levels. D ...