New York, Jan 16, 2026, 19:00 EST — After-hours trading session.
- Nebius Group N.V. shares jumped roughly 4.6% to $108.73 in after-hours trading on Friday.
- Morgan Stanley kicked off coverage with an “equal weight” rating and set a $126 price target, a move timed as investors gear up for next week’s restart following the long weekend. TipRanks
- U.S. markets are closed Monday as investors gear up for a packed earnings week ahead and Nebius sets its next earnings estimate for mid-February.
Nebius Group N.V. shares climbed roughly 4.6% to $108.73 in after-hours trading on Friday, following a volatile day for U.S. stocks.
This shift is significant since NBIS has been acting like a high-beta AI infrastructure proxy. New sell-side reports could influence positioning ahead of a quiet holiday stretch. With Monday’s market shutdown, Tuesday becomes the first real chance to see if buying interest holds.
Morgan Stanley kicked off coverage with an equal-weight rating and set a $126 price target, according to TipRanks and Benzinga’s analyst ratings calendar. The bank highlighted Nebius’ AI cloud, noting it’s earned “strong external validation and key reference customers.” Still, Morgan Stanley flagged the company’s near-term goals as aggressive and said the stock appears fully valued at current prices. (Equal weight usually means the analyst expects the stock to perform in line with its peers.) TipRanks
NBIS traded between $100.80 and $110.47 on Friday, standing out as one of the busiest stocks in the AI sector. Market data showed roughly 15.6 million shares changed hands.
The wider market showed little clear direction. U.S. stocks finished Friday mostly unchanged before the long weekend, with chipmakers providing some pockets of gains. Investors remained cautious, awaiting more volatility following monthly options expiration, Reuters reported.
Nebius offers AI-focused cloud infrastructure, joining a wave of “neocloud” providers renting out top-tier computing power for training and running AI models. The company highlighted major multi-year deals with hyperscalers, including a roughly $3 billion, five-year contract with Meta revealed alongside its third-quarter results in November. Reuters
Earlier, Nebius announced plans to raise $3 billion to fuel its expansion, following news of a major AI infrastructure deal with Microsoft, Reuters reported. The company said it will focus the spending on expanding GPUs, land, and data-center capacity.
The buildout also represents the key risk. As Nebius accelerates capacity expansion, it must hit tight delivery schedules, secure power and hardware, and ramp up customers — any delay could hit fast in a stock priced on future growth, not present earnings.
Traders will be watching Tuesday’s reopening after the Martin Luther King Jr. Day holiday, as liquidity picks up and the market processes a packed earnings schedule. Investors with a longer view have their sights set on Nebius’ next earnings report, which Zacks’ calendar projects for around Feb. 18.
