Cantor Launches Nebius With Overweight and a $129 Target: Is This the AI Infrastructure Stock Nobody Is Talking About?

Nebius Group (NASDAQ:NBIS) banal conscionable got its archetypal ballot of assurance from Cantor, which initiated sum with an Overweight standing and a $129 terms target. For retirement-focused investors scanning the AI infrastructure landscape, this initiation is worthy a person look astatine a institution that's scaling accelerated but hasn't yet go a household name.

Nebius banal closed astatine $125 connected April 8, putting Cantor's people modestly supra the caller close. That said, the broader expert assemblage carries an mean people of $164.54, suggesting Cantor's initiation whitethorn beryllium a blimpish introduction constituent into a sanction Wall Street is broadly bullish on.

Cantor's Overweight initiation centers connected Nebius Group's positioning arsenic a full-stack AI unreality infrastructure and GPU compute level riding surging endeavor request for AI compute capacity. The steadfast sees Nebius arsenic a credible alternate to hyperscalers, and with capableness sold retired successful Q4 2025, the request communicative is clear. Nebius isn't struggling to find customers; it's struggling to physique accelerated capable to service them all.

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Nebius Group is simply a spinoff from Yandex, the Russian net giant, and has reinvented itself arsenic a pure-play AI infrastructure business. Its halfway product, Nebius AI Cloud, provides GPU-based compute, storage, and managed inference services. The institution besides holds stakes successful Avride (autonomous vehicles), TripleTen (edtech), Toloka (data labeling), and ClickHouse (open-source analytics), though the unreality concern drives astir 94% of full revenue.

Nebius's gross tells the maturation communicative clearly: Q4 2025 gross reached $227.7 million, up 503.6% year-over-year, and the institution exited 2025 with an annualized run-rate gross of $1.25 billion. The institution is besides deploying NVIDIA (NASDAQ:NVDA) shares, with its hardware deployed aggressively, including plans to deploy Vera Rubin NVL72 systems successful 2026.