Source Post

Goldman Sachs Announced Nebius Price Target!

Sep 2, 2026

Goldman Sachs has issued a $328 price target for Nebia's stock, indicating a potential 50% upside. The analyst notes highlight the importance of data center spot pricing, with recent deals closing at $20 million per megawatt and a sub-2-year payback period. The creator expresses concern about the sustainability of these high prices as scaling increases.

Linked Mentions

Tickers discussed in this post

NVDANeutralLow ConvictionResearch Only

Nvidia is mentioned as a partner with Nebia on releasing ultra-fast token inference chips via Grok.

Linked Signals

Tracked calls opened from this post

No linked signals were opened directly from this post.