NBIS: Updated Price Target to $150 📈
Since our last post, $NBIS has nearly doubled in value as the AI infrastructure story gains momentum. The big news? A multi-year $17–19B deal with Microsoft to deliver GPU infrastructure from their new Vineland, NJ data center beginning late 2025. If $NBIS can break above 101 we can see a move to 122, 150 next. Has been consolidating ever since the gap higher to 100!
Earnings Results
Revenue up ~625% YoY to ~$105M last quarter, growth outpacing peers
ARR guidance raised to $900M–$1.1B by end of 2025
$4.2B in new funding (equity + debt) to fuel aggressive scaling
Over 1 GW of power capacity targeted by 2026 for next-gen data centers
Future Growth Drivers
Hyperscaler Expansion: Microsoft validation likely attracts AWS, Meta, Google, and government contracts
Global Scaling: Expanding in U.S., Europe, and Israel with GPU-rich data centers
AI Adoption Curve: Surging demand for AI training & inference fuels recurring revenue model
Edge & Enterprise: Opportunities in localized compute + partnerships with enterprises outside Big Tech
Diversified Revenue: Long-term contracts with Fortune 500 + public sector provide stability
Risks to Watch
Heavy CapEx & execution risk with data center buildouts
Competition from CoreWeave and hyperscalers
Valuation stretched after this run, leaves room for pullbacks
Power, GPU supply chain, and permitting remain key bottlenecks
$NBIS is no longer a speculative AI play, it’s becoming a validated leader in AI compute infrastructure. The Microsoft deal is a game-changer and sets the stage for explosive growth.
My Price Target for $NBIS is $150 by End of Year!
Not Financial Advice, Just My Opinion!
For whom haven't open CBA can know more from below:
🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!
Find out more here：
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
