NBIS Stock Price Prediction 2026 to 2040- In the rapidly expanding world of Artificial Intelligence infrastructure, one name is currently capturing the attention of deep-tech investors: Nebius Group N.V. (NBIS). Formerly known as the Dutch parent of Yandex, Nebius has reinvented itself as a vertically integrated “neocloud” provider, competing directly with hyperscalers like Amazon and Microsoft by specializing in GPU-heavy AI workloads.
As of February 13, 2026, NBIS is trading around $88.10. While the stock has seen massive volatility recently—hitting highs of $141 before a pre-earnings “sobering” correction—the underlying fundamentals suggest we are looking at a future giant of the compute era.
If you are looking for a direct, long-range NBIS Stock Price Prediction from 2026 to 2040, you’ve come to the right place. Here is how the “Nebius Ramp” could play out over the next 15 years.
2026 – 2027: The Era of “Sovereign Compute” and Hyper-Growth
The next 24 months will be defined by Nebius’s ability to turn its massive contracted power into active revenue. The company is already a favorite for those who missed the early NVIDIA rally.
Key Drivers for 2026
- The $17 Billion Microsoft Deal: A multi-year revenue agreement with Microsoft is currently the backbone of Nebius’s valuation. This deal alone validates the company’s tech stack as enterprise-grade.
- Power Activation: Management is targeting a jump from roughly 100MW of active power to nearly 1 Gigawatt by the end of 2026. In the AI world, power equals profit.
- Agentic AI Integration: With the recent acquisition of Tavily, Nebius is moving into “Agentic Search,” allowing AI agents (which are projected to out-query humans by 2027) to use its infrastructure natively.
2026–2027 Price Target: Analysts have 12-month price targets as high as $211.00. Our NBIS Stock Price Prediction for the end of 2027 suggests a range of $185 to $240, assuming they successfully hit their target of $7 billion in Annual Recurring Revenue (ARR).
2028 – 2030: Transitioning from Startup to Utility
By 2030, the “AI gold rush” will move from training massive models to inference—the actual use of those models by billions of people. This is where Nebius’s vertically integrated model (owning the data center + the hardware + the software) pays off.
Strategic Pointers for 2030
- Regional Dominance: While AWS and Meta dominate the U.S., Nebius is aggressively positioning data centers in the Nordics and Europe to cater to “Sovereign AI” needs—governments that want their data processed locally.
- NVIDIA Partnerships: As an early adopter of the NVIDIA Rubin platform, Nebius is likely to remain at the cutting edge of hardware, reducing the “lag time” between a new chip release and available cloud capacity.
- Margin Expansion: As the initial heavy CapEx (Capital Expenditure) phase for data center construction slows, we expect adjusted EBITDA margins to climb toward 35–40%.
2030 Price Prediction: If Nebius captures even 5% of the specialized AI cloud market, the NBIS Stock Price Prediction for 2030 sits comfortably between $450.00 and $620.00.
2031 – 2040: The Global Infrastructure Backbone
Looking toward 2040 requires envisioning a world where AI is as ubiquitous as electricity. In this landscape, Nebius isn’t just a “tech stock”—it’s a digital utility.
The 2040 Landscape
- Invisible Infrastructure: By 2040, Nebius will likely power the background operations of autonomous cities, robotic fleets (via its Avride brand), and global educational platforms (TripleTen).
- Quantum Transition: The company’s focus on high-performance computing makes it a prime candidate to integrate quantum processing units (QPUs) as they become commercially viable in the late 2030s.
- The $100 Billion Revenue Milestone: If the current CAGR (Compound Annual Growth Rate) holds at even a fraction of its 2025 levels, Nebius could be a “Trillion Dollar” contender by 2040.
2040 Price Target Range:
- Base Case: $1,200.00 (Reflecting its status as a mature, diversified infrastructure giant).
- Bull Case: $2,100.00+ (Assuming it becomes the primary provider for the European and Middle Eastern AI ecosystems).
NBIS Stock Forecast Summary (2026 – 2040)
| Year | Growth Catalyst | Potential Low | Potential High |
| 2026 | 1GW Power Expansion & MSFT Revenue | $110 | $215 |
| 2028 | Meta Deal Maturity & Agentic AI | $240 | $365 |
| 2030 | Inference Revenue Dominance | $450 | $620 |
| 2035 | Autonomous Vehicle Fleet Integration | $850 | $1,100 |
| 2040 | Mature Global AI Utility Status | $1,200 | $2,100 |
Key Risks to the Forecast
Investing in a high-growth “neocloud” comes with significant risks that could derail any NBIS Stock Price Prediction:
- Hardware Commodity Pricing: If GPU rental prices drop faster than Nebius can scale, margins will be squeezed.
- Dilution: The company has a history of raising billions via follow-on equity offerings. While this funds growth, it can dilute existing shareholders in the short term.
- Geopolitical Complexity: Given its history with Yandex and its heavy presence in Europe, shifts in EU-Russia or US-EU trade policies could impact its ability to source chips or secure power.
FAQ: Nebius Group (NBIS) Long-Term Outlook
Why did NBIS stock drop in early 2026?
The stock fell nearly 18% in early February 2026 due to a “valuation reality check.” Trading at 64x sales, investors became cautious ahead of the Q4 earnings report, questioning if the aggressive $5 billion CapEx plan could be executed flawlessly.
Is Nebius a better buy than CoreWeave?
Both are leaders in the AI cloud space. However, Nebius is often seen as a higher-risk, higher-reward play due to its vertical integration and diversified brands like Avride (Robotics) and TripleTen (EdTech), whereas CoreWeave is a more “pure-play” GPU provider.
Does Nebius pay a dividend?
Currently, no. As a high-growth tech firm, every cent of profit (and billions in raised capital) is being reinvested into data centers and hardware. A dividend is unlikely before 2035.
Conclusion
The NBIS Stock Price Prediction for 2026 to 2040 tells a story of a company that is building the “foundries” of the future. While the stock’s volatility makes it unsuitable for the faint of heart, its role as a primary partner to Microsoft and Meta proves that this is not just another “AI hype” company.
Nebius is building the physical world that the digital AI lives in. For long-term investors, the current 2026 correction might look like a footnote in a 15-year success story.
Would you like me to analyze the “Avride” robotics segment in detail to see how their autonomous vehicle division could add an extra $50 to the 2030 price target?