On September 30, NEBIUS rose 3.65% in regular trading, trading at $249.33/share, with turnover of $317 million. The stock was buoyed by a new infrastructure partnership and easing short-selling pressure.

AIB Data Centers announced a binding agreement with Nebius to provide 50MW of IT capacity at a facility in the southeastern United States, distributed across two data center halls. The initial customer contract spans 12 years, supported by a 15-year, 65MW utility power agreement. AIB expects customer prepayments, along with project-level debt and preferred equity, to fund a large portion of initial development costs. The deal further validates Nebius's client acquisition capabilities in AI compute infrastructure.

Separately, William Blair initiated coverage of NEBIUS with an Outperform rating, while the analyst consensus maintains an overweight rating with a mean price target of $289.45. Additionally, prominent investor Michael Burry recently disclosed he closed his direct short position in NEBIUS, shifting to out-of-the-money put options, mechanically reducing near-term selling pressure on the stock.

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