TLDR
- Bank of America starts Nebius (NBIS) coverage with Buy recommendation and $150 target, suggesting approximately 30% potential upside
- BofA reaffirms Buy stance on CoreWeave (CRWV) with $100 target price (approximately 22% upside potential)
- Nebius unveils AI Cloud 3.5 platform, introducing serverless AI computing capabilities to its comprehensive cloud infrastructure
- Platform now supports Nvidia’s RTX PRO 6000 Blackwell Server Edition for enhanced GPU performance
- Company pursues 1GW near-term capacity target with ambitions exceeding 3GW in its development pipeline
Shares of Nebius Group (NBIS) are drawing attention Thursday following Bank of America’s initiation of coverage with a Buy recommendation and a $150 price objective. This target represents approximately 30% potential appreciation from present trading levels.
The analyst endorsement coincided with Nebius rolling out AI Cloud 3.5, representing the newest iteration of its comprehensive cloud infrastructure platform.
This latest version brings serverless AI computing capabilities to market, enabling developers to deploy workloads nearly instantaneously without manual infrastructure configuration requirements. According to Nebius, the platform automatically manages infrastructure provisioning and runtime operations, allowing development teams to concentrate on application creation rather than environment administration.
🚨 $NBIS released an update to its AI cloud platform.
Nebius AI Cloud 3.5 introduces serverless AI, allowing developers to build, run, and scale AI workloads without managing infrastructure.
In practice:
• Workloads can be launched almost instantly
• Infrastructure… pic.twitter.com/BGd7rpptaA— M. V. Cunha (@mvcinvesting) March 26, 2026
The serverless functionality is presently accessible through public preview.
AI Cloud 3.5 further expands its GPU portfolio by incorporating Nvidia’s RTX PRO 6000 Blackwell Server Edition. This processor is engineered to support AI inference operations, industrial robotics applications, physical AI simulation tasks, visual computing projects, and pharmaceutical discovery workloads.
Additionally, the update introduces a Data Transfer Service designed to streamline data migration and replication processes between external storage infrastructure and Nebius cloud locations, reducing data management complexity for organizations operating across diverse environments.
Bank of America’s Perspective on Nebius
BofA characterizes Nebius as a platform-focused competitor within a supply-limited AI infrastructure marketplace. The investment bank positions the company as earlier-stage compared to CoreWeave, currently trading at a valuation discount while pursuing scale expansion.
Nebius is projecting triple-digit revenue expansion from its current baseline. The organization has established a near-term capacity objective of 1GW, with strategic plans to expand its pipeline capacity past 3GW.
Bank analysts highlighted that achieving this growth trajectory will demand substantial capital investment, with financing expenses expected to remain elevated. Market pricing pressures and intensifying competition within the AI cloud sector were identified as potential headwinds.
Nevertheless, BofA positions Nebius as a prime beneficiary of the continuing AI infrastructure expansion — assuming operational execution remains consistent.
CoreWeave Also Under Coverage
BofA’s research coverage also maintained a Buy rating on CoreWeave (CRWV) with a $100 price objective. The firm anticipates CoreWeave will deliver 144% revenue growth in 2026 and 86% expansion in 2027 as capacity additions come online.
CoreWeave is characterized as the more developed operator between the two companies, having successfully transformed its backlog into realized revenue streams. BofA applies valuation metrics consistent with established growth enterprises for CoreWeave, whereas Nebius continues trading at a comparative discount.
Nebius’s AI Cloud 3.5 serverless capability launched in public preview status beginning today.
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