Key Highlights
- Nebius (NBIS) receives Buy rating from Bank of America with $150 price target, representing approximately 30% potential upside
- Bank of America maintains Buy rating on CoreWeave (CRWV) with $100 target, suggesting ~22% upside potential
- Company debuts AI Cloud 3.5, incorporating serverless AI capabilities into comprehensive cloud infrastructure
- Platform expansion includes Nvidia’s RTX PRO 6000 Blackwell Server Edition GPUs
- Company aims for 1GW immediate capacity with long-term pipeline exceeding 3GW
Nebius Group (NBIS) stock attracted significant attention Thursday following Bank of America’s initiation of coverage with a Buy recommendation and $150 price objective. This valuation suggests approximately 30% appreciation potential from present trading levels.
The analyst endorsement coincided with Nebius’s introduction of AI Cloud 3.5, representing the newest evolution of its comprehensive cloud infrastructure platform.
This release incorporates serverless AI computing capabilities, enabling developers to deploy workloads nearly instantaneously without manual infrastructure configuration requirements. According to Nebius, the platform automatically manages infrastructure provisioning and runtime operations, allowing development teams to concentrate on application development rather than environment administration.
The serverless functionality is presently accessible through public preview.
AI Cloud 3.5 further expands the platform by incorporating Nvidia’s RTX PRO 6000 Blackwell Server Edition into its GPU portfolio. This processor is engineered to support AI inference operations, industrial robotics applications, physical AI simulations, visual computing tasks, and pharmaceutical discovery workloads.
The update also introduces a new Data Transfer Service designed to streamline data migration and replication processes between external storage infrastructures and Nebius cloud environments, reducing data management complexity for organizations operating across distributed systems.
Bank of America’s Assessment of Nebius
BofA characterizes Nebius as a platform-focused competitor within the supply-limited AI infrastructure marketplace. The financial institution positions the company at an earlier developmental stage compared to CoreWeave, currently trading at a valuation discount while pursuing expansion.
Nebius projects triple-digit revenue expansion from its current foundation. The organization has established an immediate capacity objective of 1GW, with ambitions to extend its pipeline capacity beyond 3GW.
Analysts noted that achieving this scale will demand substantial capital investment, with financing expenses expected to be considerable. Competitive pricing dynamics and intensifying competition within the AI cloud sector were identified as potential headwinds.
Nevertheless, BofA positions Nebius as a significant beneficiary of the continuing AI infrastructure expansion — contingent upon successful execution.
CoreWeave Receives Continued Support
BofA’s research also reaffirmed its Buy recommendation on CoreWeave (CRWV) with a $100 price objective. The institution anticipates CoreWeave will achieve 144% revenue growth in 2026 and 86% expansion in 2027 while pursuing additional capacity development.
CoreWeave is regarded as the more established operator between the two companies, having already transformed backlog commitments into realized revenue. BofA applies valuation metrics comparable to established growth enterprises for CoreWeave, whereas Nebius continues trading at a discount.
Nebius’s AI Cloud 3.5 serverless capability became available through public preview as of today.
