Key Stats for Nebius Stock
- Price change for Nebius stock: 15%
- $NBIS Share Price as of Mar. 13: $113
- 52-Week High: $141
- $NBIS Stock Price Target: $155
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What Happened?
Nebius stock (NBIS) surged 15% yesterday after the company announced a massive new deal with Meta Platforms worth up to $27 billion over five years.
Under the agreement,
- Nebius will provide Meta with $12 billion of AI computing capacity across multiple locations by 2027.
- Meta also has the option to purchase an additional $15 billion of capacity that Nebius builds but doesn’t sell to other customers.
- That brings the total potential contract value to $27 billion.
The news comes just days after Nvidia announced a $2 billion investment in Nebius, giving it an 8.3% stake.
That deal alone was a significant vote of confidence.
Pairing it with a landmark Meta contract makes this a major week for Nebius stock.
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What the Market Is Telling Us About Nebius Stock
Nebius is one of the fastest-growing AI infrastructure companies in the world right now.
The company launched recently, yet it’s already reporting over $1.2 billion in annualized revenue and is fully sold out.
The Meta deal is the third major hyperscaler commitment in recent months.
Nebius signed a $3 billion deal with Meta in November and a $17.4 billion deal with Microsoft in September.
Now this expanded Meta agreement pushes the total contracted value of these partnerships into the tens of billions.
What makes Nebius stock interesting is the scale of execution required.
- The company is planning $16 billion to $20 billion in capital expenditure for 2026, building data centers across nine new sites globally.
- Management says about 60% of that funding is already covered through existing cash, operations, and upfront payments from long-term contracts.
- Demand is clearly not the problem.
- Nebius is selling out capacity before it even comes online.
- Average contract duration for new customers grew by 50% in 2025.
- Average selling prices on GPU contracts increased more than 50% quarter-over-quarter in Q4.
The company is guiding for $3 billion to $3.4 billion in revenue for 2026 and an annualized revenue run rate of $7 billion to $9 billion by year-end.
With the Meta and Microsoft contracts now anchoring a large portion of that outlook, Nebius stock looks well-positioned to keep moving higher as capacity comes online throughout the year.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
