Stock Track | NEBIUS Soars 5.20% Intraday as Cloud Computing Sector Rallies on Microsoft Azure Revenue Beat

Stock Track

Aug 04

NEBIUS (NBIS) shares surged 5.20% during Tuesday's intraday trading session, extending a strong upward momentum driven by widespread optimism across the cloud computing and AI infrastructure sector.

The rally was fueled by Microsoft's latest earnings report, which revealed Azure cloud service revenue jumped 43% year-over-year and annual revenue surpassed $100 billion for the first time. This validated sustained demand for AI infrastructure and lifted the broader sector, with peers such as CoreWeave, Meta, Oracle, Amazon, and Google all posting significant gains. NEBIUS, as a beneficiary of the AI infrastructure buildout, rode the sector-wide wave higher.

Additional catalysts continued to support the stock, including NVIDIA's 9.3% stake in NEBIUS and recent analyst initiations. Baird initiated coverage with an Outperform rating, while Piper Sandler launched coverage with a Neutral rating and a $224 price target. Analysts polled by FactSet assigned a mean price target of $270.80, suggesting meaningful upside from current levels and reinforcing investor confidence in the name.

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