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$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!