Why Shares of Nebius Group Are Skyrocketing This Week

By Scott Levine – Apr 10, 2026 at 6:15AM ESTKey PointsNebius stock has headed decisively higher this week through the end of trading on Thursday.There's speculation that Nebius is in talks to acquire an AI start-up.Shares of Nebius are trading at a high operating cash flow multiple.Poised to extend the 7.9% climb they experienced last week, shares of Nebius Group (NBIS +9.18%) have been climbing during this, the first full week of trading in April. In addition to the prospect of the company making an acquisition, a firm's bullish outlook on Nebius stock has investors racing to buy shares of the company, a developer of infrastructure for artificial intelligence (AI) computing. According to data provided by S&P Global Market Intelligence, shares of Nebius are up 21.1% from the end of last Friday's market session through Thursday's close. Image source: Getty Images. Nebius may go shopping, and investors are paying attention Nebius doesn't often make acquisitions, so when investors learned on Thursday that the company is allegedly in talks to purchase AI21 Labs, they sat up and took note. The Information, a tech and finance publication, reported Thursday morning that Nebius is in discussions with the Israeli start-up specializing in AI systems for enterprises. ExpandNASDAQ: NBISNebius GroupToday's Change(9.18%) $11.48Current Price$136.48Key Data PointsMarket Cap$34BDay's Range$124.72 - $136.5452wk Range$20.25 - $141.10Volume29KAvg Vol15MGross Margin-765.63% Separately from speculation that Nebius may be growing through an acquisition, investors have been motivated to click the buy button this week after Cantor Fitzgerald initiated coverage of Nebius stock. According to Thefly.com, Cantor Fitzgerald analyst Brett Knoblauch assigned an overweight rating and a $129 price target. There's more than one way to gain AI exposure For those who have Nebius on their radars, it's important to remember that Nebius isn't the only AI game in town. With shares of the hyperscaler trading at 896 times operating cash flow, investors interested in AI stocks may want to wait for a pullback before pulling the trigger on a Nebius stock purchase.Read NextApr 10, 2026 •By Rick OrfordNebius Stock Could Soar 53% if It Executes on Its Massive PipelineApr 9, 2026 •By Will HealyNebius vs. CoreWeave: Accelerating Growth vs. Massive Scale in RevenueApr 8, 2026 •By Parkev Tatevosian, CFABetter Datacenter Stock: CoreWeave Stock or Nebius Stock?Apr 5, 2026 •By Patrick SandersNebius Stock Jumped 15% on Its Meta Deal. Is This the Next CoreWeave -- or Something Better?Apr 5, 2026 •By Howard SmithWhy Nebius Stock Jumped in MarchApr 2, 2026 •By Keithen DruryThis AI Stock Could Mint New Millionaires by 2030About the AuthorScott Levine is a contributing Motley Fool stock market analyst covering energy, industrials, technology, and materials. He is also a high school English teacher and a small business owner. He holds a bachelor’s degree in English and creative writing from Binghamton University, a master’s degree in secondary education from Adelphi University, and an advanced certificate in school building leadership from CUNY Queens College. A crossword puzzle enthusiast, he has solved more than 3,100 New York Times puzzles with a 97% solve rate.TMFProudMonkeyX@TMFProudMonkeyStocks MentionedNebius GroupNASDAQ: NBIS$136.48(+9.18%)+$11.48*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.