Nebius Group plans $2 billion convertible notes offering
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Nebius stock jump: Breaking down the Microsoft contract math and economics
September 10, 2025 6:00 PM UTCDA Davidson analysts raised their price target on Nebius Group (NASDAQ: NBIS) to $125 from $75 after breaking down the economics of its recently announced $17.4 billion contract with Microsoft to supply GPU capacity for Azure.
The firm reiterated a Buy rating, arguing that the deal provides... More
