Goldman Sachs believes Nebius Stock could collect 50% from here. Should I buy an NBI?

While Nebius (NBIS) stock has already won nearly 150% in recent months, senior Goldman Sachs analysts believe it is still significantly undervalued at the current level.

Alex Duval said Monday that he undertook compensation for AI Infrastructure Company with a “buy” rating, and that its shares could extend its profits to another $68 over the next 12 months.

Despite today’s surge, Nebius stock has fallen 10% since the start of the year.

Goldman Sachs sees the potential for an additional 50% advantage of NBIS stock as it considers its Amsterdam headquarters as a leader in artificial intelligence infrastructure.

Nebius builds a full-stack AI infrastructure that includes GPU clusters, cloud platforms and developer tools, optimized for intensive machine learning workloads across the global data center.

According to Alex Duval, the company’s ability to operate at scale without compromising costs could bring more companies and developer clients, potentially contributing to a further rise in stock prices in the second half of 2025.

Duval sees the current setup of Nebius Stock as offering upside four times the downside.

Alex Duval recommends sticking to NBIS strains despite the large surge since early April.

In comparison, CoreWeave (CRWV), an AI infrastructure peer that was released in March, has more than five times as of writing.

Nebius reported a 385% year-on-year increase in first quarter revenue in late May, and we believe Goldman Sachs will keep momentum moving forward.

Nebius’ inventory remains more attractive than owning at the current level, as other Wall Street companies agree that running upside down has not yet been out of the room.

The consensus rating for NBIS stocks is currently in “strong buys”, with an average target of around $67, showing a potential rise of another 40% from here.

On the date of publication, Wajeeh Khan had no position (directly or indirectly) in any of the securities mentioned in this article. All information and data in this article is for informational purposes only. This article was originally published barchart.com