Nebius Stock Price Forecast – (NASDAQ:NBIS) Soars 673% as $17.4B Microsoft Deal, AI Cloud Ramp, and 2026 Revenue Path to $3.3B Revalue Stock

Nebius Group Stock Price Forecast – (NASDAQ:NBIS) Surges Into AI Infrastructure Spotlight After Microsoft Deal

Nebius Group Stock (NASDAQ:NBIS) Performance and Valuation Re-Rate

Shares of Nebius (NASDAQ:NBIS) have staged one of the sharpest rallies in the AI infrastructure sector, climbing 673% over the past year and advancing another 299% YTD, now trading at $110.56. The surge came after the company secured a multi-year AI infrastructure agreement with Microsoft valued at $17.4 billion, with options that could extend to $19.4 billion. At the current level, Nebius commands a $27.6 billion market cap and trades on a 145x P/E and ~98x P/S multiple, metrics that dwarf the sector’s average of 3–4x sales. Yet, the forward revenue…

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