Nebius Group stock surged 50% in June on optimistic AI sector outlook.

From Nasdaq: 2025-07-03 10:20:00

Nebius Group’s stock surged over 50% in June, following a 62% rally in May, driven by optimism in the AI sector. Analysts favored Nebius over a high-profile competitor, attributing the growth to bullish data and positive statements on AI from tech CEOs. Nebius received a “Buy” rating from Arete Research with an $84 price target, highlighting its unique positioning and growth potential.

Despite trading at higher valuations than its competitor CoreWeave, Nebius differentiates itself by building its own data center server infrastructure. Backed by Nvidia, Nebius and CoreWeave have advantages in GPU allocation. However, both stocks are dependent on Nvidia and face industry competition. The AI infrastructure build-out and Nvidia’s position will impact their future growth.

Investors should consider Nebius Group’s unique strengths and growth potential before investing. While Nebius wasn’t among the 10 best stocks identified by The Motley Fool Stock Advisor team, past recommendations like Netflix and Nvidia have shown significant returns. With a track record of market-crushing outperformance, joining Stock Advisor could provide insights into potential high-growth investments.



Read more at Nasdaq: Why Nebius Group Rocketed 50.6% in June