Nebius Group (NASDAQ: NBIS) has been on an incredible winning streak. The artificial intelligence (AI) infrastructure company has been winning contracts with cloud hyperscalers and has also secured a partnership and $2 billion investment from AI hardware leader Nvidia.

Thanks to these catalysts, the company’s share price has risen roughly 444% over the last 12 months. Strikingly, some Wall Street investment firms think that the stock still has significant room to run in the near term.

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Wall Street stays bullish on Nebius

On May 13, financial services firm D.A. Davidson published an updated analysis on Nebius and reiterated a buy rating on the stock. The investment firm also raised its one-year price target on the stock from $200 per share to $250 per share. Even though the stock has continued to run higher since D.A. Davidson’s note, the investment firm’s price target still suggests additional upside of roughly 19%.

On May 15, Citi published its own updated coverage on Nebius. The investment firm maintained a buy rating on the stock, set a one-year price target of $287 per share, and said that demand for the company’s technologies was strengthening amid rising prices for graphics processing units (GPUs). Citi’s one-year price target currently suggests additional upside potential of roughly 37%.

The stock is valued at roughly $54.5 billion and trading at approximately 16 times this year’s expected earnings, so some significant growth is already priced in. On the other hand, the business managed to increase revenue 684% year over year last quarter — and it’s possible that time will show the stock was significantly undervalued at today’s prices.

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Citigroup is an advertising partner of Motley Fool Money. Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.

Nebius Stock Is Up 444% in 12 Months — and Wall Street Says the Rally Isn’t Over was originally published by The Motley Fool