The last time I covered Nebius, I predicted a price of $90 after the earnings announcement. However, the stock surpassed that target two months early thanks to a blockbuster deal with Microsoft. In this video, I’ll break down exactly what’s fueling this AI infrastructure giant’s 258% rally, and wher

AI-generated source summary

The video discusses Nebius (NBIS) stock, noting its increase from $20 to $92.29. The analysis points out Q2 revenue growth of 625% was largely due to accounting adjustments related to old Yandex assets. The company raised its annual recurring revenue forecast to over $1 billion by year-end, a growth of over 1000% in 12 months, not including the Microsoft deal. The video highlights a $19.4 billion multi-year contract with Microsoft and a partnership with NVIDIA as positive catalysts, and indicates that the previous target price was \$90 but now the target is between \$130-\150. The video states that 6 analysts consider NBIS as a strong buy and highlights volatility as a risk.

AI-generated summary based on the source content.

Evidence and evaluation progress

1. Original source published

   11 Sept 2025, 19:50 UTC

   The analyst published the original source item.

2. First prediction resolved

   10 Oct 2025, 14:30 UTC

   The first evaluable outcome in this case reached a terminal result.

3. Case evaluation completed

   10 Oct 2025, 14:30 UTC

   All evaluable predictions in this case reached terminal outcomes.

4. Source recorded by Tahlil Plus

   18 May 2026, 20:23 UTC

   The public source was preserved as the evidence record for this case.

5. Market predictions extracted

   18 May 2026, 20:47 UTC

   1 eligible signal linked to this case.

6. Outcome tracking started

   02 Jul 2026, 02:13 UTC

   Tahlil Plus began monitoring the extracted predictions.