https://www.msn.com/en-us/money/other/nebius-stock-gets-a-double-boost-overnight-from-cloud-price-hike-buzz-nvidia-outlook/ar-AA23Iy93?ocid=finance-verthp-feeds

Nebius Group Analysts Increase Their Forecasts Following Q1 Earnings

BENZINGA7:47 AM ET 5/14/2026

Symbol	Last	Price Change
NBIS	226.405	+19.135 (+9.2319%)
QUOTES AS OF 10:48:40 AM ET 05/14/2026

**Nebius Group NV(NBIS)**reported strong first-quarter 2026 results on Wednesday.

TheAmsterdam-based company reported adjusted loss per share of33 centsfor the quarter endedMarch 31. The figure may not be comparable to analyst estimates for a77-centloss. Revenue jumped 684% year over year to$399 millionfrom$50.9 milliona year earlier.

Nebius(NBIS)reiterated its expectation to generate between$3 billionand$3.4 billionin 2026 revenue and forecast annualized run-rate revenue of$7 billionto$9 billion.

Nebius(NBIS)shares gained 8.4% to trade at$224.73on Thursday.

These analysts made changes to their price targets on Nebius(NBIS)following earnings announcement.

• DA Davidson analyst Alex Platt maintained the stock with a Buy and raised the price target from$200to$250.
• Citizens analyst Greg P. Miller maintained the stock with a Market Outperform and raised the price target from$175to$270.

Nebius welcomes Clarifai’s core team and licenses inference IP to strengthen Nebius Token Factory

BUSINESS WIRE2:37 PM ET 5/12/2026

Symbol	Last	Price Change
NBIS	179.11	-6.99 (-3.756%)
QUOTES AS OF 04:00:00 PM ET 05/12/2026

• Brings Clarifai’s deep expertise in system-level inference optimization and production AI toNebius's(NBIS)managed inference platform and global capacity
• Clarifai founder and CEOMatthew Zeiler, Ph.D., to leadNebius(NBIS)research team

AMSTERDAM--(BUSINESS WIRE)--Nebius(NBIS), the AI cloud company, today announced that the core engineering and research team from Clarifai, led by founder and CEOMatthew Zeiler, is joiningNebius(NBIS).Nebius(NBIS)has also agreed to license Clarifai’s inference and compute orchestration technology.

The transaction will further strengthenNebius Token Factoryas a full-stack inference platform following Nebius’s recently announced acquisition of Eigen AI. While Eigen AI optimizes at the model level, Clarifai’s technology optimizes the system, creating the end-to-end infrastructure required to run complex AI models reliably in production.

Clarifai founder and CEOMatthew Zeiler– a recognized pioneer in machine learning who has worked alongside researchers includingGeoffrey Hinton,Jeff Dean,Rob Fergus, andYann LeCun– will joinNebius(NBIS)as SVP, Research. AtNebius(NBIS), he will lead a team focused on frontier AI innovation across areas including multimodal agentic reasoning, world models, token efficiency, and long-term memory.

A select group of Clarifai engineers and researchers will also joinNebius's(NBIS)infrastructure teams, bringing more than a decade of expertise in inference optimization and machine learning toNebius(NBIS).

Roman Chernin, co-founder and Chief Business Officer ofNebius(NBIS), said:

“We are building a complete inference ecosystem, because delivering efficient execution at scale is a system optimization game: model optimization, system design, and compute orchestration all have to work together. The integration of Clarifai’s advanced system-building capabilities and proven team will further strengthenNebius Token Factory, offering customers the infrastructure they need to run models reliably and cost-effectively in production.”

Alongside the integration of Clarifai’s core engineering and research talent,Nebius(NBIS)will acquire Clarifai's patent portfolio covering AI inference, compute orchestration, and related technologies, and will receive a non-exclusive, perpetual license to Clarifai's modern AI inference and reasoning technology stack.

Matthew Zeiler, founder and CEO of Clarifai, said:

“The future of AI – from agentic systems to physical AI – depends on the infrastructure powering it.Nebius(NBIS)is building the ultimate foundation to become the next hyperscaler, and I am excited to bring our team's expertise to that mission and to lead research at the frontier of AI. By combining our deep experience in compute orchestration and system-level optimization with Nebius’s massive compute capacity, we will give developers the jointly optimized hardware and software stack they need to deploy AI at scale.”

The scope of the license is limited to Clarifai's modern AI inference and compute orchestration technology. It does not include Clarifai's legacy computer vision models, any intellectual property, products, services, or commercial arrangements associated with Clarifai's US government and defense programs.