๐ BNP Raises NBIS Price Target
BNP upgraded NBIS to Outperform and raised its price target to $399, modeling $22B+ in exit 2027 ARR as AI cloud pricing moves toward $40M/MW.
With Meta and Microsoft largely ramped by early 2027, BNP sees a sharp reset higher in incremental-capacity economics, with Nvidiaโs Vera Rubin adding another leg of upside.
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๐ BNP Raises NBIS Price Target BNP upgraded NBIS to Outperform and raised its price target to $399,
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