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67/100 Bullish 22.06.2026 · 15:53 Finrend AI ⏱ 1 dk 👁 8 TR

Nebius Shares Could Rise 40%: Global AI Data Center Shortage Deepens

The tightening of global artificial‑intelligence data‑center supply is creating a significant growth opportunity for technology company Nebius. Analysts estimate that Nebius shares could appreciate by roughly 40% by 2026 under current market conditions. This projection is based on the premise that demand for AI infrastructure will outpace supply, leaving data‑center capacity insufficient. Demand for high‑performance computing resources required to train and run AI models is accelerating rapidly, driven by heavy investments from major tech firms and startups alike. However, existing data‑center construction projects and energy‑infrastructure constraints are falling short of meeting this demand. This scenario strengthens the market position of data‑center service providers such as Nebius. If Nebius successfully implements its capacity‑expansion plans in response to rising demand, the company is expected to experience a substantial jump in revenue and profitability. Analyst reports emphasize that the firm’s current strategy and market dynamics provide solid foundations for the projected share‑price increase. Nonetheless, investors should also consider global economic uncertainties, technological developments, and competitive pressures. While the growth potential in the data‑center sector is high, abrupt market shifts could impact share performance. This is not investment advice.

📊 NVDA — Piyasa Yorumu

▲ up · 70%

The forecast of a 40% upsurge in Nebius shares and the deepening global shortage of artificial intelligence data centers may have a positive impact on NVDA shares. The RSI14 value is in the neutral zone at 53.83, but the MACD and MACD signal values are moving in a positive direction. The 0.25% increase in the last 24 hours can also be considered a positive signal. However, due to the volatility of market conditions, it is essential to avoid excessive optimism.

RSI 14
53.8
MACD
0.65
24h Δ
0.25%

📊 AMD — Piyasa Yorumu

▲ up · 60%

The news highlights a deepening shortage of AI data centers and a 40% upside potential for Nebius stock. Since AMD is a key player in AI chips and the data center market, this could create a positive sector tailwind. Technical indicators also support this view: RSI is near 60, MACD is above the signal line, and the price is above both the 20-day and 50-day moving averages. However, as the news focuses on Nebius rather than AMD directly, the impact may be limited, and the market may have already priced in the overall positive sentiment. Therefore, I assess this with moderate confidence on the upside.

RSI 14
59.9
MACD
6.57
24h Δ
2.18%

📊 ARM — Piyasa Yorumu

■ neutral · 40%

Technical indicators present a weak outlook: the price is below the 20-day moving average (424.55) and the RSI is in neutral territory at 45.6. The MACD remains below the signal line, indicating weak short-term momentum. Although the last close at 407.11 is above the 50-day moving average (389.01), the 1.1% decline in the last 24 hours and technical weakness make it difficult to determine a clear direction. Therefore, a sideways trend can be expected in the short term.

RSI 14
45.6
MACD
7.32
24h Δ
-1.15%

📊 AVGO — Piyasa Yorumu

▲ up · 60%

The news headline indicates that the artificial intelligence data center shortage is deepening, and there is a 40% upside potential for Nebius stock. Since AVGO is a company associated with AI infrastructure and data center solutions, this news could create a positive sectoral tailwind. Technically, the RSI is in neutral territory at 48.8, the MACD is below the signal line but positive, and the price is slightly below the SMA20 but above the SMA50. This suggests potential for a short-term recovery but does not provide a clear signal. The 3.5% rise in the last 24 hours may be an early reaction to the news, but caution is advised.

RSI 14
48.8
MACD
3.42
24h Δ
3.49%
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