Nebius: The Profit Inflection Point [Seeking Alpha]
Goldman Sachs Group, Inc. (The) (GS)
Last goldman sachs group, inc. (the) earnings: 4/15 07:30 am
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Source: Seeking Alpha
B200 GPU pricing rose from ~$4.40/hr to ~$5.09 mean, with peaks above $6.00/hr, expanding margins structurally. At $5.50/hr pricing, ~220,000 GPUs are needed for $8B ARR, but fewer are required as pricing increases. Finland 310MW AI factory lowers energy costs, improves cooling efficiency, and strengthens long-term margin profile and geopolitical positioning. Goldman Sachs raised its price target to $205, driven by 30–54% higher long-term revenue estimates and forward visibility. imaginima/iStock via Getty Images Investment Thesis It feels like Nebius ( NBIS ) has finally crossed its inflection point with the stock now up another 36% since my last coverage and roughly 500% since I first went long This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of NBIS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (o
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GS
Earnings
- 4/14/26 - Beat
GS
Sec Filings
- 4/22/26 - Form 424B2
- 4/22/26 - Form 424B2
- 4/22/26 - Form 424B2
- GS's page on the SEC website