Nebius (NBIS) Stock Surges on BofA Buy Rating as AI Cloud 3.5 Platform Debuts

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• Key Highlights

• Bank of America’s Investment Thesis on Nebius

• CoreWeave Remains on Analysts’ Radar

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• Nebius (NBIS) received Buy rating from Bank of America with $150 target, suggesting approximately 30% potential gain

• Bank of America maintained Buy recommendation on CoreWeave (CRWV) with $100 target (approximately 22% potential upside)

• Company unveiled AI Cloud 3.5, introducing serverless AI infrastructure to comprehensive cloud ecosystem

• New platform incorporates Nvidia’s RTX PRO 6000 Blackwell Server Edition GPUs

• Company aims for 1GW immediate capacity target with pipeline expansion beyond 3GW

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 valuation suggests approximately 30% potential appreciation from present trading levels.

Nebius Group N.V., NBIS

The analyst endorsement coincided with Nebius’s introduction of AI Cloud 3.5, representing a significant enhancement to its comprehensive cloud infrastructure offering.

This latest version brings serverless AI infrastructure capabilities to market, enabling engineers to deploy computing workloads nearly instantaneously without manual infrastructure configuration requirements. According to Nebius, the system autonomously manages infrastructure provisioning and operational oversight, allowing development teams to concentrate on innovation 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 hardware options by incorporating Nvidia’s RTX PRO 6000 Blackwell Server Edition into the available GPU portfolio. This processor targets AI inference operations, industrial automation, physical AI modeling, visualization tasks, and pharmaceutical research applications.

The release also includes a newly developed Data Transfer Service. This tool streamlines data movement and synchronization between external storage infrastructure and Nebius cloud locations, reducing operational complexity for organizations operating across distributed environments.

Bank of America’s Investment Thesis on Nebius

BofA positions Nebius as a platform-focused competitor within a capacity-limited AI infrastructure landscape. The financial institution characterizes the organization as being in earlier development phases compared to CoreWeave, currently trading at lower multiples while building operational scale.

Nebius has established aggressive revenue expansion targets exceeding 100% growth from its current revenue foundation. The organization has established an immediate capacity objective of 1GW, with strategic plans to expand infrastructure pipeline past 3GW.

Bank of America analysts acknowledged that achieving this expansion will demand substantial capital investment, with borrowing costs remaining elevated. Additional headwinds include potential pricing compression and intensifying competition within the AI cloud infrastructure sector.

Nevertheless, BofA identifies Nebius as strategically positioned to capitalize on accelerating AI infrastructure investment — contingent upon successful operational execution.

CoreWeave Remains on Analysts’ Radar

Bank of America’s research also confirmed its Buy stance on CoreWeave (CRWV) with a $100 price objective. The firm projects CoreWeave will achieve 144% revenue expansion in 2026 followed by 86% growth in 2027 as capacity expansion continues.

CoreWeave is characterized as the more established operator between the two companies, having successfully monetized its contracted backlog into recognized revenue. BofA applies valuation methodology comparable to mature growth enterprises for CoreWeave, whereas Nebius continues trading at valuation discounts.

Nebius’s AI Cloud 3.5 serverless capabilities became available through public preview beginning today.

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