Shay Boloor(@StockSavvyShay):Rosenblatt initiated $NBIS at Buy with a $304 PT saying Nebius is “well positioned to benefit from massive spending on AI training and inference deployments” while forecasting 98% CAGR through 2030. Nebius has only ~250 MW active today against 3.5 GW contracted so most of the growth is still ahead as that power comes online with 75% expected on fully owned sites giving it more control over timing and margins.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.10.07 21:25

Rosenblatt initiated $NBIS at Buy with a $304 PT saying Nebius is “well positioned to benefit from massive spending on AI training and inference deployments” while forecasting 98% CAGR through 2030. Nebius has only ~250 MW active today against 3.5 GW contracted so most of the growth is still ahead as that power comes online with 75% expected on fully owned sites giving it more control over timing and margins.