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Nebius Group (NASDAQ:NBIS) Now Covered by Rothschild & Co Redburn
Rothschild Redburn said falling GPU prices and costly financing could squeeze returns as Nebius posted 454% quarterly revenue growth.
Summary by MarketBeat
5 Articles
5 Articles
Rothschild Redburn Downgrades Nebius, CoreWeave to Sell on Lower GPU Prices
The post Rothschild Redburn Downgrades Nebius, CoreWeave to Sell on Lower GPU Prices appeared first on 24/7 Wall St.. Rothschild Redburn opened bearish coverage on two of the market’s most-watched AI infrastructure names, initiating Sell ratings on both Nebius Group and CoreWeave. The firm’s thesis: lower GPU pricing, more in-house hyperscaler capacity, and expensive financing will eventually compress neocloud returns. For long-term investors, t…
Coverage Details
Total News Sources5
Leaning Left1Leaning Right1Center2Last Updated50% Center
Bias Distribution
- 50% of the sources are Center
50% Center
L 25%
C 50%
R 25%
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