Rosenblatt sets USD 304.00 target for Nebius stock

Published on 10/15/2026 at 09:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Rosenblatt started coverage at Buy on October 7, 2026 with a USD 304.00 target. Nebius stock trades at EUR 160.88 on October 15, 2026.

Analyst target and business scale

Rosenblatt initiated coverage with a USD 304.00 target on October 7, 2026.
Second-quarter revenue reached USD 582.30 million, up 454.00 percent year over year.
Nebius stock traded at EUR 160.88 at 9:41 a.m. CEST on October 15, 2026, at Lang & Schwarz.

Nebius, NL0009805522, Illustration mit AI erstellt.

Nebius Group N.V. (ISIN NL0009805522) stock was trading at EUR 160.88 at Lang & Schwarz on October 15, 2026 at 9:41 a.m. CEST. Rosenblatt initiated coverage with a Buy rating and a USD 304.00 price target on October 7, 2026, according to Yahoo Finance.

Inferize adds an operating angle

Nebius had announced the acquisition of Inferize on October 1, 2026. The deal adds inference optimization technology and engineering talent to Nebius Token Factory, the company's managed platform for production AI workloads, according to Nebius. The terms were not disclosed in the release.

What does the target mean?

Rosenblatt's target arrives after Nebius reported second-quarter revenue of USD 582.30 million, a 454.00 percent year-over-year increase. Adjusted EBITDA reached USD 236.20 million in the quarter, compared with a USD 21.00 million loss a year earlier, according to Yahoo Finance. The growth profile is substantial, but the operating model still depends on heavy infrastructure investment.

Three events set the timeline

On August 12, 2026, Nebius reported second-quarter revenue of USD 582.30 million, compared with USD 572.75 million expected by analysts, as reported by The Economic Times. On October 1, 2026, Nebius announced the Inferize acquisition. On October 7, 2026, Rosenblatt initiated coverage with a USD 304.00 target.

Dates investors can track

The next substantiated reporting date is October 22, 2026, when Nebius is scheduled to release third-quarter results. Those results will provide the next reported test of revenue growth and infrastructure spending.

Stock trades during the session

The Lang & Schwarz quote puts Nebius stock at EUR 160.88 on October 15, 2026 at 9:41 a.m. CEST during trading. The quote is materially below the USD 304.00 Rosenblatt target, but the two figures use different currencies and are not directly comparable.

The further course of trading is shown by the continuously updated real-time quote of Nebius stock.