Nebius stock price forecast after the $27 billion Meta Platforms deal

Nebius stock price surged by over 14% in extended hours after the company landed a $27 billion deal from Meta Platforms. It jumped to $130, its highest point since November 3 last year. It has soared by over 630% from its lowest level in 2025.

Nebius reaches a major deal with Meta Platforms

In a statement, Nebius, a top neocloud, announced that it reached a $27 billion deal with Meta Platforms, one of the biggest companies in the world.

According to the statement, Meta will pay as much as $27 billion to Nebius in the next five years. It will access its GPUs as it seeks to grow its artificial intelligence capabilities. This partnership will start in early 2027.

The new contract is on top of the $3 billion it signed with Nebius last year. Nebius also has more deals with companies like Microsoft, a top player in the artificial intelligence industry. Its statement said:

“We are pleased to expand our significant partnership with Meta as part of securing more large, long-term capacity contracts to accelerate the build-out and growth of our core AI cloud business. We will continue to deliver.”

Nebius stock price has also jumped after NVIDIA agreed to invest $2 billion in the company, a sign that it expects its business to keep growing.

Therefore, with the new deal, analysts will likely boost their estimates for the future results. The average estimate among analysts is that Nebius will make $401 million in the current quarter, up by 625% YoY. The annual revenue is expected to jump by 529% to over $3.3 billion.

Analysts believe that the company's revenue will jump to $9.53 billion in the coming year. The challenge, however, is that its capital expenditure will keep rising in the coming years. It spent $2.1 billion in capital expenditure in the last quarter, with most of this revenue being driven by GPU and GPU-related hardware.

Nebius stock price technical analysis 

NBIS stock chart | Source: TradingView 

The daily timeframe chart shows that the NBIS stock price has rebounded in the past few weeks. This rebound happened after forming a double-bottom pattern at $73.90 and a neckline at $110, its highest point in January this year. A double-bottom is one of the most common bullish reversal signs in technical analysis.

The stock has moved above all moving averages and the Ultimate Resistance level of the Murrey Math Lines tool. It has also jumped above the Supertrend indicator.

Therefore, the stock will likely continue rising as bulls target last year's high of $140.6, its highest point. This price is about 25% above the where it closed on Friday.