Bank of America keeps its target. Nebius stock falls 4.33 percent

Published on 10/26/2026 at 11:49 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue rose 454.00 percent to USD 582.30 million. Nebius stock costs EUR 137.03 on October 26, 2026, 4.33 percent below Xetra close.

Analyst view and growth figures

On October 22, 2026, Tal Liani reiterated a USD 310.00 target for Nebius.
Second-quarter revenue rose 454.00 percent to USD 582.30 million in 2026.
Nebius stock trades at EUR 137.03 at 11:44 a.m. CET at Lang & Schwarz on October 26, 2026, 4.33 percent below the Xetra close of October 23, 2026.

Nebius, NL0009805522, Illustration mit AI erstellt.

Nebius Group N.V. (ISIN NL0009805522) stock was trading at EUR 137.03 at Lang & Schwarz on October 26, 2026, at 11:44 a.m. CET, 4.33 percent below the Xetra close of October 23, 2026, at EUR 143.24. Yahoo Finance reported that Bank of America analyst Tal Liani reiterated a Buy rating and a USD 310.00 target on October 22, 2026.

Bank of America keeps its target

The USD 310.00 target stands against a recent financing debate. Yahoo Finance said Liani forecast third-quarter revenue of USD 906.00 million and expected Nebius to exit the quarter with 675 megawatts of connected power and 525 megawatts active. The same report said Nebius raised USD 5.0 billion through a convertible offering during the quarter.

Three dated developments

On August 12, 2026, Nebius reported second-quarter revenue of USD 582.30 million, up 454.00 percent year over year, according to Seeking Alpha. On October 21, 2026, Piper Sandler cut its target 22.00 percent to USD 185.00, as reported by Yahoo Finance. On October 22, 2026, Bank of America reiterated its USD 310.00 target.

What does growth require?

Nebius reaffirmed 2026 guidance for group revenue of USD 3.0 billion to USD 3.4 billion, annualized run-rate revenue of USD 7.0 billion to USD 9.0 billion, and an adjusted EBITDA margin of approximately 40.00 percent, according to the company's second-quarter earnings-call transcript carried by Yahoo Finance. The figures make capacity deployment and financing execution central to the valuation case.

Next reporting date

Seeking Alpha lists November 12, 2026, before the market opens, as the next reporting date. The release is expected to put the USD 906.00 million revenue forecast and the funding needs for additional capacity under scrutiny.

Price stays below Friday close

The euro quotation was EUR 137.03 at Lang & Schwarz on October 26, 2026, at 11:44 a.m. CET, down 4.33 percent versus the Xetra close of October 23, 2026, at EUR 143.24. The further course of trading is shown by the continuously updated real-time quote of Nebius stock.