La especulación se arremolina a medida que las acciones de Nebius alcanzan su máximo histórico tras los rumores sobre la oferta pública de adquisición de AI21 Labs

Table of Contents The AI infrastructure specialist Nebius Group experienced an exceptional trading week. The company’s shares peaked at an unprecedented $141.14 during Thursday’s session and extended gains Friday, reaching an intraday high of $149.80. Nebius Group N.V., NBIS Measured from last Friday’s market close through Thursday’s trading, shares appreciated 21.1%, based on data from S&P Global Market Intelligence. This advance followed a 7.9% increase during the preceding week. Year-to-date performance shows NBIS shares up approximately 549%. The enterprise currently commands a market capitalization hovering around $34.49 billion. Two primary factors propelled the weekly advance. First, The Information published a Thursday report revealing that Nebius has entered negotiations to purchase AI21 Labs, an Israeli firm specializing in artificial intelligence solutions for corporate customers. Dado que Nebius rara vez aprovecha las oportunidades de adquisición, los participantes del mercado se dieron cuenta inmediatamente del desarrollo. However, no transaction has been finalized, and negotiations remain subject to potential collapse. The secondary driver came from new Wall Street coverage. Según Thefly.com, Cantor Fitzgerald inició una investigación sobre NBIS con una postura sobreponderada y estableció un objetivo de valoración de 129 dólares. BofA Securities también ha asignado una recomendación de compra sobre las acciones con un objetivo de valoración de 150 dólares. BWS Financial takes a more aggressive position, establishing a $200 target following Nebius’s successful acquisition of a $12 billion partnership with Meta Platforms, which includes potential expansion to an additional $15 billion. Implementation of that arrangement is scheduled to commence in early 2027. InvestingPro identifies the stock as potentially trading above its Fair Value calculation, positioning it among the platform’s most richly valued equities. Las métricas de valoración parecen elevadas en múltiples medidas. NBIS actualmente controla un múltiplo de 896 veces su flujo de caja operativo. Beyond equity market performance, Nebius has executed significant capital and infrastructure initiatives. La organización fijó el precio de una emisión de bonos sénior convertibles de 4.000 millones de dólares a principios de 2026, una ampliación de los 3.750 millones de dólares originalmente previstos. The debt instruments carry maturity dates in 2031 and 2033. Nebius has also unveiled intentions to construct a 310 MW artificial intelligence facility in Lappeenranta, Finland. Se prevé que la instalación comience a funcionar en 2027 y representaría uno de los centros de procesamiento de IA más grandes de Europa. Management has established an objective of securing more than 3 GW of committed power capacity by the conclusion of 2026. During Friday’s session, NBIS traded near $146.40, within a daily trading band of $134.88 to $149.80. El volumen de negociación registró aproximadamente 666.000 acciones, sustancialmente por debajo del promedio de 15 millones de acciones.