Why the AI stock is a favorite again

Northland rates Nebius as “Top Pick 2026”!
Strong numbers from Applied Digital fuel the entire AI Infra sector.
Dr. Philip Bußmann
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D. Bußmann
Reading Time: 2 minutes

Everything points to a change in sentiment for Nebius (NBIS) . In the short term, the stock benefits from a perfect combination of analyst praise and extremely strong signals from competitors. 1. The Analyst's Endorsement: Northland Capital has not only reaffirmed Nebius with a price target of $211 and "Outperform,” but has also crowned the stock as the "Top Pick 2026” . The justification provides the material for new re-rating fantasies: the experts see a significantly improved visibility of business development. 2. The Peer Effect: Additional...

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