The $17.4B Microsoft deal validates bullish thesis on Nebius Group N.V., unlocking hyperscaler growth and confirming the company's ability to scale rapidly.
While the contract boosts revenue potential, it also requires significant CapEx, but the long-term benefits and customer confidence outweigh near-term risks.
My models show 22%-29% upside for NBIS stock, with a $114.87 price target and potential for further gains as Microsoft options are exercised.
Despite profit-taking risks, the Microsoft partnership sets the stage for multi-year growth, premium pricing, and expanded datacenter capacity.
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