BWS Reiterates Buy on Nebius Group (NBIS) With $130 Target

SelfRugger · 2026-02-23T06:22:50+00:00

BWS Financial maintains a Buy rating on Nebius Group N.V. (NBIS) with a $130 target, highlighting confidence in its AI cloud business despite mixed opinions from other analysts.

SelfRugger

2026-02-23 06:22:50

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BWS Reiterates Buy on Nebius Group (NBIS) With $130 Target

Venkatesh

Mon, February 23, 2026 at 12:24 AM GMT+9 2 min read

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Nebius Group N.V. (NASDAQ:NBIS) is one of the 10 Best Stocks to Buy in 2026 According to Reddit.

BWS Reiterates Buy on Nebius Group (NBIS) With $130 Target

On February 17, 2026, BWS Financial analyst Hamed Khorsand reiterated a Buy rating on Nebius Group N.V. (NASDAQ:NBIS) with a price target of $130.

On February 13, 2026, Morgan Stanley analyst Josh Baer maintained a Hold rating on the stock while keeping a price target of $126. Josh Baer participated in the company’s fourth-quarter 2025 earnings call and raised questions about the composition of their software stack and the “attach rate” of software to compute services. Management responded that 100% of AI cloud customers currently use their software, and the attach rate also stands at 100%. The company also emphasized new opportunities received from their new products, like Token Factory and the Aether releases. It also stressed that the Tavily acquisition has the potential to strengthen its platform capabilities. Regarding margins, the CFO expressed confidence that there is high demand for their AI cloud business, and with proper investment in it, they will be able to offset losses in smaller segments to reach the 40% goal.

Founded in 1989 and restructured in 2024, Nebius Group N.V. (NASDAQ:NBIS) is a premier AI infrastructure provider operating from Netherlands.

While we acknowledge the potential of NBIS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

**READ NEXT:**11 Best Pipeline and MLP Stocks to Buy in 2026 **and **12 Dividend Stocks With High Insider Buying

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