Piper Sandler cuts target for Nebius stock to USD 185.00

Published on 10/27/2026 at 18:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue hit USD 582.30 million in the second quarter of 2026. Nebius stock stands at EUR 152.49 on October 27, 2026 at 6:20 p.m. CEST.

Piper Sandler target cut

Piper Sandler cut its Nebius target from USD 237.00 to USD 185.00 on October 21, 2026.
Nebius revenue reached USD 582.30 million in the second quarter of 2026, up 454.00 percent year over year.
Nebius stock stood at EUR 152.49 at Lang & Schwarz on October 27, 2026 at 6:20 p.m. CEST.

Nebius, NL0009805522, Illustration mit AI erstellt.

Nebius Group N.V. (ISIN NL0009805522) is facing a lower valuation benchmark after Piper Sandler cut its price target from USD 237.00 to USD 185.00 and kept a Neutral rating on October 21, 2026, according to MarketBeat. The new target is USD 185.00, compared with USD 170.49 on Nasdaq at 1:24 p.m. ET on October 27, 2026. At Lang & Schwarz, the stock was trading at EUR 152.49 on October 27, 2026 at 6:20 p.m. CEST in after-hours trading.

Revenue growth stays elevated

Nebius reported USD 582.30 million of revenue in the second quarter of 2026, a 454.00 percent increase from the same quarter a year earlier, according to Yahoo Finance. Adjusted EBITDA reached USD 236.20 million, while the company reported a net loss of USD 190.40 million for the period. The combination leaves investors weighing rapid sales expansion against the cost of building AI infrastructure.

Stock remains below its yearly high

The Nasdaq quote of USD 170.49 on October 27, 2026 stood 43.14 percent below Nebius's 52-week high of USD 299.86 and 131.88 percent above its 52-week low of USD 73.52. The company had a market capitalization of USD 40.9 billion at the same market-data timestamp. The figures place the stock well below its yearly peak even as the day's Nasdaq quote was higher than the previous close.

Analyst range signals disagreement

MarketBeat reported an average target of USD 243.25 from 22 research firms on October 21, 2026, alongside targets ranging from USD 175.00 to USD 399.00. Piper Sandler's USD 185.00 target therefore sits below that average, highlighting the wide spread in valuation assumptions. Nebius's investment case remains tied to converting AI infrastructure demand into recurring revenue while funding heavy capacity expansion.

Comparison with peers

Nebius: up 11.23 percent on Nasdaq, market capitalization USD 40.9 billion.

CoreWeave: up 7.65 percent on Nasdaq, market capitalization USD 32.8 billion.

Oracle: up 4.28 percent on Nasdaq, market capitalization USD 397.5 billion.

After-hours quote for Nebius

Nebius stock was trading at EUR 152.49 at Lang & Schwarz on October 27, 2026 at 6:20 p.m. CEST. The euro quotation reflects the after-hours phase for investors in Germany.

The further course of trading is shown by the continuously updated real-time quote of Nebius stock.