Nebius and CoreWeave Stocks Surge Ahead of Nasdaq-100 Inclusion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: stocktwits
- Stock Performance: In 2026, NBIS stock surged by 240%, currently trading at a record high, while CRWV is 14% below its all-time high, indicating strong market confidence in both stocks with analysts expecting further upside.
- Nasdaq-100 Inclusion: NBIS and CRWV are set to begin trading on the Nasdaq-100 on Monday, with their prices rallying by 34% and 24% respectively following the inclusion announcement, highlighting the buying demand from index-tracking funds and ETFs that typically boosts stock prices.
- Expansion Plans Fuel Growth: Nebius announced plans to establish three data centers in the UK with a total investment of £1.7 billion ($2.3 billion), alongside a 310-megawatt center in Finland and a 240-megawatt center in France, which will further solidify its market position and drive future growth.
- Analyst Ratings Optimistic: Currently, 23 out of 36 analysts rate CRWV as 'Buy' or higher, with an average price target of $140.18 implying nearly 20% upside, while NBIS shows a 15% downside risk, reflecting differing market expectations for the two stocks.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy NBIS?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on NBIS
Wall Street analysts forecast NBIS stock price to fall
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 280.910
Low
130.00
Averages
164.20
High
211.00
Current: 280.910
Low
130.00
Averages
164.20
High
211.00
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.
Nebius and CoreWeave Stocks Surge Ahead of Nasdaq-100 Inclusion
- Stock Performance: In 2026, NBIS stock surged by 240%, currently trading at a record high, while CRWV is 14% below its all-time high, indicating strong market confidence in both stocks with analysts expecting further upside.
- Nasdaq-100 Inclusion: NBIS and CRWV are set to begin trading on the Nasdaq-100 on Monday, with their prices rallying by 34% and 24% respectively following the inclusion announcement, highlighting the buying demand from index-tracking funds and ETFs that typically boosts stock prices.
- Expansion Plans Fuel Growth: Nebius announced plans to establish three data centers in the UK with a total investment of £1.7 billion ($2.3 billion), alongside a 310-megawatt center in Finland and a 240-megawatt center in France, which will further solidify its market position and drive future growth.
- Analyst Ratings Optimistic: Currently, 23 out of 36 analysts rate CRWV as 'Buy' or higher, with an average price target of $140.18 implying nearly 20% upside, while NBIS shows a 15% downside risk, reflecting differing market expectations for the two stocks.
See More
Trump Announces Apple and Intel Collaboration on Chip Development
- Apple and Intel Collaboration: President Trump announced that Apple will collaborate with Intel on semiconductor development and production in the U.S., leading to a nearly 5% increase in Intel's stock, indicating market prioritization of domestic chip capabilities and potential long-term production demand.
- AI Cloud Platform Partnership: HPE and Nvidia were selected to support Vultr's AI cloud platform, and although HPE and Nvidia stocks fell by 3% and 0.8% respectively, this partnership highlights the growing focus on AI computing power and infrastructure, which could reshape future market dynamics.
- Acquisitions and Expansion: RUM Group completed its acquisition of Germany-based AI infrastructure provider Northern Data and launched the Quake AI platform, with RUM's stock declining by 5% but message volume surging by 86%, reflecting market interest in its expansion strategy.
- Advancements in Autonomous and Space Technologies: Uber expanded its robotaxi collaboration with WeRide into Switzerland, while Tesla received support from a Texas official for its autonomous vehicle ambitions; despite stock declines, these technological advancements may lay the groundwork for future market opportunities.
See More
Bloom Energy Shares Surge to Record High Amid AI Demand
- Stock Surge: Bloom Energy's shares jumped approximately 15% on Thursday to a record high of $330, up from about $285 the previous day, reflecting strong market confidence in its role in addressing artificial intelligence's electricity demands.
- Rising Power Demand: The company's mid-year data center power report indicated that 61% of data center developers would generate their own power if the grid couldn't meet their needs, presenting a significant market opportunity for Bloom's fuel cells.
- Key Contracts Signed: Oracle named Bloom as the sole power provider for its AI campus, Project Jupiter, which will draw up to 2.45 gigawatts from fuel cells, while Nebius Group signed a master agreement worth up to $2.6 billion, showcasing robust demand for Bloom's solutions.
- Significant Revenue Growth: Bloom's first-quarter revenue surged by approximately 130% year-over-year to $751 million, achieving a profit of $0.25 per share for the first time, with management raising full-year revenue guidance to imply about 80% growth, highlighting the company's strong performance in a rapidly expanding market.
See More
Bloom Energy's Mid-Year Report Highlights Surge in Data Center Power Demand
- Significant Revenue Growth: Bloom Energy's first-quarter revenue surged approximately 130% year-over-year to $751 million, reflecting strong demand for its fuel cells, which enabled the company to achieve a profit of $0.25 per share and its first positive operating cash flow.
- Positive Market Reaction: The company's stock jumped about 15% on Thursday to a record high of $330, indicating investor confidence in Bloom's solutions for AI power challenges, despite its current market value exceeding $90 billion and a high P/E ratio of 160 times.
- Self-Power Trend: The mid-year report revealed that 61% of data center developers would opt for self-generation if the grid falls short, a trend that could accelerate Bloom's market penetration, although it faces local community pushback and legislative hurdles.
- Major Contract Signings: Bloom Energy secured an exclusive power supply agreement with Oracle for up to 2.45 gigawatts for an AI campus in New Mexico, alongside a master agreement with Nebius Group worth up to $2.6 billion, showcasing the company's competitiveness in large-scale projects.
See More
Trillion-Dollar Market Cap Club Expands
- Market Expansion: The number of companies with trillion-dollar market caps has grown to about 20, reflecting the significant impact of AI spending on the market; while most companies have limited growth potential, some smaller firms exhibit greater upside.
- Sandisk Performance: Sandisk's stock has surged nearly 800% in 2026, and while another such gain is unlikely, its forward P/E ratio is expected to drop to 11.5 by fiscal 2027, suggesting a potential tripling of stock price if earnings triple as anticipated, indicating strong investment potential.
- Nebius Growth Potential: Nebius's stock has risen 210% in 2026, with projected revenue growth rates of 550% and 225% for 2026 and 2027, respectively, and its focus on AI data centers provides a robust competitive advantage in the market.
- CoreWeave Outlook: Although CoreWeave has underperformed this year with a 50% increase, its rapid expansion to meet demand from AI hyperscalers and a revenue backlog nearing $100 billion signal strong growth potential, with expected revenue growth rates of 147% and 97% for 2026 and 2027, respectively.
See More
Analysis of Future Growth Potential for Three Tech Companies
- Sandisk Stock Performance: Sandisk's stock has surged nearly 800% this year, and while another similar gain is unlikely, the strong demand and rising prices in the NAND storage market for data centers will continue to drive revenue and profit growth, with a projected P/E ratio of only 11.5 for fiscal 2027, indicating significant upside potential.
- Nebius Growth Potential: Nebius's stock has risen 210% this year, with Q1 revenue soaring 684% year-over-year, and projected revenue growth of 550% and 225% for fiscal years 2026 and 2027, respectively, highlighting its strong demand in the AI data center sector, making it a no-brainer buy for investors.
- CoreWeave Revenue Outlook: CoreWeave's stock has increased about 50% this year, and despite a relatively weaker performance, it generated $2.1 billion in revenue in Q1 with a backlog nearing $100 billion, expecting to realize over a third of that in the next two years, showcasing robust growth potential.
- Market Competition Analysis: Although Sandisk, Nebius, and CoreWeave have not yet reached the $1 trillion market cap, they exhibit significant growth potential in the AI-driven market, which could lead to larger market opportunities in the coming years.
See More
Nebius and CoreWeave Stocks Surge Ahead of Nasdaq-100 Inclusion
- Stock Performance: In 2026, NBIS stock surged by 240%, currently trading at a record high, while CRWV is 14% below its all-time high, indicating strong market confidence in both stocks with analysts expecting further upside.
- Nasdaq-100 Inclusion: NBIS and CRWV are set to begin trading on the Nasdaq-100 on Monday, with their prices rallying by 34% and 24% respectively following the inclusion announcement, highlighting the buying demand from index-tracking funds and ETFs that typically boosts stock prices.
- Expansion Plans Fuel Growth: Nebius announced plans to establish three data centers in the UK with a total investment of £1.7 billion ($2.3 billion), alongside a 310-megawatt center in Finland and a 240-megawatt center in France, which will further solidify its market position and drive future growth.
- Analyst Ratings Optimistic: Currently, 23 out of 36 analysts rate CRWV as 'Buy' or higher, with an average price target of $140.18 implying nearly 20% upside, while NBIS shows a 15% downside risk, reflecting differing market expectations for the two stocks.
See More
Trump Announces Apple and Intel Collaboration on Chip Development
- Apple and Intel Collaboration: President Trump announced that Apple will collaborate with Intel on semiconductor development and production in the U.S., leading to a nearly 5% increase in Intel's stock, indicating market prioritization of domestic chip capabilities and potential long-term production demand.
- AI Cloud Platform Partnership: HPE and Nvidia were selected to support Vultr's AI cloud platform, and although HPE and Nvidia stocks fell by 3% and 0.8% respectively, this partnership highlights the growing focus on AI computing power and infrastructure, which could reshape future market dynamics.
- Acquisitions and Expansion: RUM Group completed its acquisition of Germany-based AI infrastructure provider Northern Data and launched the Quake AI platform, with RUM's stock declining by 5% but message volume surging by 86%, reflecting market interest in its expansion strategy.
- Advancements in Autonomous and Space Technologies: Uber expanded its robotaxi collaboration with WeRide into Switzerland, while Tesla received support from a Texas official for its autonomous vehicle ambitions; despite stock declines, these technological advancements may lay the groundwork for future market opportunities.
See More
Bloom Energy Shares Surge to Record High Amid AI Demand
- Stock Surge: Bloom Energy's shares jumped approximately 15% on Thursday to a record high of $330, up from about $285 the previous day, reflecting strong market confidence in its role in addressing artificial intelligence's electricity demands.
- Rising Power Demand: The company's mid-year data center power report indicated that 61% of data center developers would generate their own power if the grid couldn't meet their needs, presenting a significant market opportunity for Bloom's fuel cells.
- Key Contracts Signed: Oracle named Bloom as the sole power provider for its AI campus, Project Jupiter, which will draw up to 2.45 gigawatts from fuel cells, while Nebius Group signed a master agreement worth up to $2.6 billion, showcasing robust demand for Bloom's solutions.
- Significant Revenue Growth: Bloom's first-quarter revenue surged by approximately 130% year-over-year to $751 million, achieving a profit of $0.25 per share for the first time, with management raising full-year revenue guidance to imply about 80% growth, highlighting the company's strong performance in a rapidly expanding market.
See More
Bloom Energy's Mid-Year Report Highlights Surge in Data Center Power Demand
- Significant Revenue Growth: Bloom Energy's first-quarter revenue surged approximately 130% year-over-year to $751 million, reflecting strong demand for its fuel cells, which enabled the company to achieve a profit of $0.25 per share and its first positive operating cash flow.
- Positive Market Reaction: The company's stock jumped about 15% on Thursday to a record high of $330, indicating investor confidence in Bloom's solutions for AI power challenges, despite its current market value exceeding $90 billion and a high P/E ratio of 160 times.
- Self-Power Trend: The mid-year report revealed that 61% of data center developers would opt for self-generation if the grid falls short, a trend that could accelerate Bloom's market penetration, although it faces local community pushback and legislative hurdles.
- Major Contract Signings: Bloom Energy secured an exclusive power supply agreement with Oracle for up to 2.45 gigawatts for an AI campus in New Mexico, alongside a master agreement with Nebius Group worth up to $2.6 billion, showcasing the company's competitiveness in large-scale projects.
See More
Trillion-Dollar Market Cap Club Expands
- Market Expansion: The number of companies with trillion-dollar market caps has grown to about 20, reflecting the significant impact of AI spending on the market; while most companies have limited growth potential, some smaller firms exhibit greater upside.
- Sandisk Performance: Sandisk's stock has surged nearly 800% in 2026, and while another such gain is unlikely, its forward P/E ratio is expected to drop to 11.5 by fiscal 2027, suggesting a potential tripling of stock price if earnings triple as anticipated, indicating strong investment potential.
- Nebius Growth Potential: Nebius's stock has risen 210% in 2026, with projected revenue growth rates of 550% and 225% for 2026 and 2027, respectively, and its focus on AI data centers provides a robust competitive advantage in the market.
- CoreWeave Outlook: Although CoreWeave has underperformed this year with a 50% increase, its rapid expansion to meet demand from AI hyperscalers and a revenue backlog nearing $100 billion signal strong growth potential, with expected revenue growth rates of 147% and 97% for 2026 and 2027, respectively.
See More
Analysis of Future Growth Potential for Three Tech Companies
- Sandisk Stock Performance: Sandisk's stock has surged nearly 800% this year, and while another similar gain is unlikely, the strong demand and rising prices in the NAND storage market for data centers will continue to drive revenue and profit growth, with a projected P/E ratio of only 11.5 for fiscal 2027, indicating significant upside potential.
- Nebius Growth Potential: Nebius's stock has risen 210% this year, with Q1 revenue soaring 684% year-over-year, and projected revenue growth of 550% and 225% for fiscal years 2026 and 2027, respectively, highlighting its strong demand in the AI data center sector, making it a no-brainer buy for investors.
- CoreWeave Revenue Outlook: CoreWeave's stock has increased about 50% this year, and despite a relatively weaker performance, it generated $2.1 billion in revenue in Q1 with a backlog nearing $100 billion, expecting to realize over a third of that in the next two years, showcasing robust growth potential.
- Market Competition Analysis: Although Sandisk, Nebius, and CoreWeave have not yet reached the $1 trillion market cap, they exhibit significant growth potential in the AI-driven market, which could lead to larger market opportunities in the coming years.
See More
