The Good News Just Keeps Flowing in for Nebius Investors. Here’s Why This AI Stock Could Jump 4X After the Meta Platforms Contract.

Shares of Nebius Group (NASDAQ: NBIS) shot up 15% on March 16 after it emerged that Meta Platforms (NASDAQ: META) awarded a massive contract to the neocloud infrastructure provider.

Nebius stock has already jumped 47% in 2026, and it appears its shares can maintain their terrific bull run for a long time to come. Let’s look at the reasons why the latest contract from Meta can supercharge this artificial intelligence (AI) infrastructure stock.

Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »

I predicted last month that Nebius could become the beneficiary of Meta’s expanded partnership with Nvidia. That prediction now stands true, as Meta is going to purchase $12 billion worth of AI cloud computing capacity from Nebius over five years, powered by Nvidia’s latest Vera Rubin processors. Nebius will start deploying this capacity early next year.

What’s more, Meta has committed to purchasing an additional $15 billion in data center capacity from Nebius over the same duration. Nebius says that it currently intends to sell this capacity to other customers, with Meta poised to purchase the surplus.

So, the latest Meta contract has virtually guaranteed strong revenue growth for Nebius. It is worth noting that Meta signed a five-year, $3 billion contract with Nebius in December 2025. The latest deal significantly expands on that number. What’s more, Nebius bagged a lucrative five-year contract with Microsoft in September last year, valued at up to $19.4 billion.

Assuming Nebius sells $27 billion of AI cloud capacity to Meta from 2027 to 2031, the company’s overall revenue backlog for this period is close to $50 billion (including the prior Meta deal and the Microsoft contract). That’s a huge number for a company whose 2025 revenue stood at $530 million.

Importantly, Nebius can actually fulfill such large contracts. The company is aggressively expanding data center capacity, estimating that it will have 800 megawatts (MW) to 1 gigawatt (GW) of active data center capacity by the end of 2026. For comparison, Nebius had 170 MW of active data center capacity at the end of 2025.

Even better, Nebius estimates that its contracted data center power capacity could exceed 3 GW by the end of the year. The contracted capacity refers to the amount of electricity Nebius has agreed to purchase from an electric utility to power its data centers.

So, the company has the potential to aggressively scale up capacity to convert its massive backlog into actual revenue, as the funding it receives from its well-heeled customers should enable it to convert contracted capacity into active capacity.

Nebius’ growth is poised to accelerate significantly from 2026.

However, the Meta contract should ideally help Nebius exceed those expectations. If Nebius sells the minimum $15 billion worth of capacity to Meta for a five-year period starting next year, its annual revenue in 2028 could jump to $18 billion (assuming $15 billion is spread evenly over five years) instead of the $15.2 billion consensus estimate.

Multiplying the projected revenue by the U.S. tech sector’s average sales multiple of 7.8 would send its market cap to $140 billion in three years. That’s around 4.7 times its current market cap, suggesting that this AI stock could make investors significantly richer.

Before you buy stock in Nebius Group, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nebius Group wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you’d have $494,747!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,094,668!*

Now, it’s worth noting Stock Advisor’s total average return is 911% — a market-crushing outperformance compared to 186% for the S&P 500. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.

See the 10 stocks »

*Stock Advisor returns as of March 20, 2026.

Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.

The Good News Just Keeps Flowing in for Nebius Investors. Here’s Why This AI Stock Could Jump 4X After the Meta Platforms Contract. was originally published by The Motley Fool