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Goldman Sachs on Nebius (NBIS): Demand Visible to 2028 — Buy, $328 PT

Posted on by Eben@CANSLIM Research
Eben@CANSLIM Research's avatarEben@CANSLIM Research

Goldman Sachs has reiterated its Buy rating on Nebius Group (NBIS) with a 12-month price target of $328, implying 34.5% upside from the $243.88 close on 8 September 2026. The call follows a fireside chat with founder and CEO Arkady Volozh and CRO Marc Boroditsky at the bank’s Communacopia + Technology 2026 conference. Management said demand continues to outpace supply, with customer conversations now extending to 2028 capacity.

Key Takeaways

  • Goldman Sachs rates Nebius Group (NBIS) Buy with a $328 12-month price target, based on a 7x 2HCY27+1HCY28E EV/Sales multiple, against a share price of $243.88 as of the 8 September 2026 close.
  • Nebius has forward demand visibility of roughly 18-24 months, with management stating it could sell out its planned 2027 capacity today but is holding capacity back for strategic customers.
  • The Palantir partnership gives Nebius an enterprise distribution channel for its full suite of offerings rather than pure infrastructure supply, supporting higher switching costs and longer-duration engagements.
  • Nebius’s Vineland (NJ) site has received a favourable zoning outcome, and permitting timelines are already embedded in deployment schedules, though regulatory complexity could tighten industry-wide supply and support margins.
  • Goldman Sachs forecasts Nebius revenue of $13,919.4mn in 2027 and $24,957.5mn in 2028, with EBIT turning positive at $4,529.8mn and EPS of $7.92 in 2028.

What Goldman Sachs Said in the Nebius Communacopia Report

In a report titled “Nebius Group (NBIS): Communacopia + Technology 2026 — Key Takeaways,” Goldman Sachs analysts Alexander Duval, Anant Jakhar and Ayo Odunaiya summarise a fireside chat with Nebius founder and CEO Arkady Volozh and CRO Marc Boroditsky. The note is dated 9 September 2026, 5:12AM BST.

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