Nebius stock (NBIS) has experienced a notable increase of approximately 15% following the announcement of a significant deal with Meta Platforms. This agreement could reach a total value of $27 billion, marking a pivotal moment for the company.
The deal includes a five-year commitment from Meta worth $12 billion for dedicated AI infrastructure capacity. Additionally, Meta has the option to purchase up to $15 billion in additional computing capacity from Nebius, which could substantially enhance Nebius’ operational capabilities.
As a result of this agreement, Nebius’ backlog is expected to increase to an estimated $47 billion to $49 billion, reflecting the growing demand for AI-related services. Michael Donovan, an analyst, stated, “The Meta agreement is a major positive for Nebius because it improves both backlog quality and revenue visibility.” This sentiment underscores the strategic importance of the partnership.
Currently, Nebius holds a Strong Buy consensus rating, supported by seven Buy ratings and one Hold rating. The average price target for NBIS is set at $153.13, indicating nearly 36% upside potential from its current trading levels.
In its latest financial report, Nebius reported a revenue of $227.7 million for the quarter ending December 31, 2025, although it also incurred a loss of $249.6 million during the same period. Despite these losses, Nebius has shown remarkable growth, with its shares gaining about 299% over the past year.
Furthermore, Nvidia has announced a $2 billion investment into Nebius, further solidifying its position in the tech landscape. This investment is expected to enhance Nebius’ capabilities in deploying next-generation Nvidia silicon at scale, which is viewed as a competitive advantage.
While the immediate effects of the Meta deal are promising, the long-term impact on Nebius’ market position remains unclear. Details remain unconfirmed regarding how this partnership will shape the company’s future trajectory.
