Nebius Sees A Game-Changer With The Price Increases

Nebius Group (NBIS) remains a high-conviction bullish call, with a 40% 12-month upside and potential for doubling in two years. NBIS's repeated GPU and CPU price hikes, innovative auction-based pricing, and robust demand signal strong pricing power versus hyperscaler competition. Accelerating customer prepayments and short-term contracts are shortening CAPEX payback periods to under two years, supporting aggressive expansion.

Seeking Alpha • 15 hours ago

Two signs investors don't have to fear an AI slowdown

Neocloud companies CoreWeave and Nebius are signaling strong demand and rising prices for AI chips.

Market Watch • 11 hours ago

Nebius hikes AI cloud prices again as demand for computing power soars

Cloud provider Nebius said on Thursday it will raise pay-as-you-go ​prices for leasing selected Nvidia chips ‌from October 1, marking the company's second price hike in three months.

Reuters • Sep 17, 2026

$10,000 in Nebius When It Returned to Trading in 2024 Is Worth About $105,000 Now

Nebius shares returned to Nasdaq trading on Oct. 21, 2024, and closed that day at $20. The company has more than $40 billion in customer commitments, including agreements with Microsoft and Meta Platforms.

The Motley Fool • Sep 17, 2026

Nebius Stock Jumps On Cloud Computing Price Hikes

Nebius stock popped after the cloud computing specialist announced price hikes of around 20% effective Oct. 1.

Investors Business Daily • Sep 17, 2026

Nebius stock outlook: is the ongoing NBIS crash a buying opportunity?

Nebius Group stock has slumped sharply this month, a trend that intensified this week as investors reacted to the ongoing AI safety fears. NBIS fell to $209, down by over 30% from its highest level this year.

Invezz • Sep 17, 2026

Why Nvidia-Backed Nebius Group Stock Skyrocketed Thursday Morning

Nebius will raise prices for its on-demand GPU compute by roughly 20% beginning next month. The company is racing to meet the unprecedented demand.

The Motley Fool • Sep 17, 2026

IREN Climbs 6%, Nebius Jumps 10% as GPU Rental Rates Head Higher; CoreWeave Slips

The neocloud trade split three ways Thursday morning after Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) notified customers of higher on-demand rental rates for a range of AI graphics processing unit (GPU) capacity effective October 1.

24/7 Wall Street • Sep 17, 2026

Nebius: You Don't Raise Prices Into A Slowdown

Nebius Group N.V. is reportedly raising prices, even on four-year-old chips like the H100s. We think Nebius and the neocloud peer group, while extremely volatile, have the upper hand on pricing in the short term with Vera Rubin coming out. The price hikes also confirm that despite Amodei, Altman, and Musk agreeing to pace AI, no real demand slowdown is happening.

Seeking Alpha • Sep 17, 2026

Nebius announces higher rates for Nvidia GPUs and AMD CPUs

Nebius Group NV (NASDAQ:NBIS) has notified customers of plans to increase prices across its on-demand GPU cloud services, with the new rates scheduled to take effect on October 1. Under the latest adjustments, prices for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) H100 instances will rise by about 17%, while rates for the newer Nvidia B300 GPU will rise by about 21%.

Proactive Investors • Sep 17, 2026