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Nebius Group N.V. (NASDAQ:NBIS) stock rose over 9% in Thursday’s premarket trading following reports that the AI infrastructure company plans to raise prices across its GPU cloud services by about 20% as computing capacity remains tight.
Nasdaq futures are up 1.08%, while S&P 500 futures have gained 0.84%.
Nebius is reportedly raising prices across its GPU cloud services, underscoring tight supplies of artificial intelligence computing capacity.
The new prices are set to take effect Oct. 1 and cover several NVIDIA Corporation (NASDAQ:NVDA) GPU models, including the H100, H200, B200 and B300, according to a WallstreetCN report carried by Futu.
The H100 hourly rate will reportedly rise 16.9% to $4.50 from $3.85. Meanwhile, the H200 rate will increase 20% to $5.40 from $4.50.
Nebius will also raise its B200 rate about 18.9% to $8.50 from $7.15. The B300 price will climb about 21% to $9.50 from $7.85.
This would mark Nebius’ second price increase in several months. In May, the company raised prices by an average of 29% for on-demand capacity and 51% for spot capacity.
The B300 rate has climbed about 56% from its pre-May level of roughly $6.10 per hour.
However, Nebius had not publicly confirmed the latest price increase as of the report’s publication.
The report also cited an X user who said Nebius’ order visibility now extends beyond 24 months, up from about 18 months.
Some customers have reportedly placed orders for the first and second quarters of 2028. Those contracts include deals covering tens of thousands of GPUs.
The reported price increases cover both older Hopper GPUs and newer Blackwell chips. That suggests strong demand extends across multiple generations of AI hardware.
Tight capacity could also give GPU infrastructure and data center providers greater pricing power as major cloud companies race to secure computing resources.
Nebius remains in a strong longer-term uptrend. At $228.50, the stock is 4.8% above its 20-day simple moving average of $217.52. It is also 7.7% above its 50-day SMA of $211.78 and 43% above its 200-day SMA of $159.47.
The moving averages remain in bullish alignment. The 20-day SMA is above the 50-day SMA, while the 50-day SMA remains well above the 200-day SMA.
However, momentum is not overheated. The relative strength index stands at 46.92, signaling neutral momentum.
Traders will be watching $230 as near-term resistance. Meanwhile, $195 remains an important support area if the stock reverses.
The stock carries a Buy consensus rating and an average price forecast of $261.75.
Truist Securities initiated coverage with a Buy rating and a $355 price forecast on Sept. 9. DA Davidson maintained a Neutral rating and raised its forecast to $250 on Aug. 18. Citigroup maintained a Buy rating and lifted its forecast to $324 on Aug. 14.
The MarketDash Edge scorecard highlights Nebius’ strong momentum but weak value profile.
Nebius has a Momentum score of 95.65, reflecting strong relative performance. However, its Value score is just 4.58, suggesting the stock screens as expensive on traditional valuation measures.
The setup remains heavily dependent on momentum and execution. That makes the $230 resistance level and $195 support area important markers for traders.
Leverage Shares 2X Long NBIS Daily ETF (NASDAQ:NBIG) has a 50.91% weighting in Nebius.
Given that concentration, flows into or out of the leveraged ETF can contribute to buying or selling pressure in Nebius shares.
NBIS Stock Price Activity: Nebius shares were up 9.14% at $228.51 in Thursday’s premarket session, according to market data.
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