Mergers and Acquisitions Reached New Heights This Year: Stocks Poised for Greater Growth in 2026.

Written by Emily J. Thompson, Senior Investment Analyst

NBIS-2.04%

XBI+2.64%

GOOGL+0.66%

Source: Barron's

Updated: Dec 23 2025

0mins

Source: Barron's

Mergers and Acquisitions Growth: Mergers and acquisitions have seen an increase this year, indicating a robust market activity.
Future Prospects: The trend of rising mergers and acquisitions is expected to continue, suggesting ongoing opportunities for businesses.

NBIS

$96.85+Infinity%1D

Analyst Views on NBIS

Wall Street analysts forecast NBIS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NBIS is 164.20 USD with a low forecast of 130.00 USD and a high forecast of 211.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

5 Analyst Rating

5 Buy

0 Hold

0 Sell

Strong Buy

Current: 98.870

Low

130.00

Averages

164.20

High

211.00

Current: 98.870

Low

130.00

Averages

164.20

High

211.00

Citizens JMP

Outperform

initiated

$175

2025-11-19

Reason

Citizens JMP

Price Target

$175

AI Analysis

2025-11-19

initiated

Outperform

Reason

Citizens JMP initiated coverage of Nebius with an Outperform rating and $175 price target. The firm launched coverage of five companies previously in bitcoin mining, saying they provide "critically-scarce" power supply for high performance compute and artificial intelligence. The deployment of graphics processing unit clusters represents an opportunity to "unlock significant value," the analyst tells investors in a research note. Citizens sees strong pricing trends with a continued supply/demand imbalance for the group.

Northland

Outperform

maintain

$206 -> $211

2025-11-12

Reason

Northland

Price Target

$206 -> $211

2025-11-12

maintain

Outperform

Reason

Northland raised the firm's price target on Nebius to $211 from $206 and keeps an Outperform rating on the shares. The company's "impressive" reliability stats are likely an under-appreciated driver of "sold out" capacity for the September and December quarters, according to the analyst, who adds that the firm's data points give its confidence in the effective incremental 38-55 MW of active power guided for the December quarter and 1.5 GW increase of contracted power by year-end 2026.

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CICC

initiated

$143

2025-11-10

Reason

CICC

Price Target

$143

2025-11-10

initiated

Reason

CICC initiated coverage of Nebius with an Outperform rating and $143 price target.

Seaport Research

analyst

Neutral

initiated

2025-09-15

Reason

Seaport Research

analyst

Price Target

2025-09-15

initiated

Neutral

Reason

Seaport Research initiated coverage of Nebius with a Neutral rating. In the near term, the neocloud space will benefit from strong demand from hyperscalers for extra GPU and electricity capacity, but business models will matter as the space consolidates over the longer term, the analyst tells investors.

About NBIS

Nebius Group NV is a Netherlands-based infrastructure company operating in the technology industry. The Company is engaged in developing a portfolio of artificial intelligence-related technology assets. It is involved in creating an artificial intelligence-centric player to integrate the essential elements of artificial intelligence development with infrastructure, data and advisory globally. It offers products and services such as a cloud platform for artificial intelligence-related workloads, development team services for autonomous vehicles, development of generative artificial intelligence. Nebius builds full-stack infrastructure to service the growth of the global AI industry, including GPU clusters, cloud platforms and tools and services for developers. Company is developing three other businesses that operate under their own brands: Toloka AI, TripleTen and Avride.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.