On September 22, NEBIUS rose 3.85% in regular trading, trading at $243.785 per share, with turnover of $415 million. The stock continued its upward momentum driven by the company's announcement of a comprehensive GPU cloud service price increase effective October 1.

NEBIUS will raise on-demand service rates across its GPU cloud offerings by an average of approximately 20%, covering Nvidia H100, H200, B200, and B300 chip models. The B300 per-GPU-hour rate will increase roughly 21% to $9.50, marking the second round of price hikes since May, with cumulative B300 increases reaching 56%. The market interprets this as a strong signal that AI compute supply-demand dynamics remain tight and pricing power is shifting toward the supply side. Peer CoreWeave has also raised prices in tandem, reinforcing the sector-wide trend.

Additionally, NEBIUS recently formed a strategic partnership with Palantir Technologies, positioning itself as Palantir's preferred sovereign AI infrastructure partner. Truist initiated coverage with a Buy rating and a $355 price target, citing the company's potential in a cloud services market projected to reach $2.1 trillion annually by 2030. Expectations of a potential Nasdaq-100 inclusion have further supported sentiment.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)