Nebius stock forecast pricing trends in cloud service

Pricing trends in cloud service contracts directly impact the Nebius stock forecast. Rising ASPs without significant churn indicate strong market pricing power heading into the next fiscal year. AppLovin's revenue jumped 77% year over year in the second quarter of 2025 to around $1.3 billion. The company's net income vaulted 164% higher to $820 million. Nebius is not a general-purpose cloud like AWS or Azure. It belongs to a new category of "Neoclouds" – infrastructure platforms designed exclusively for AI workloads, with computing, storage, networking, and management tools all optimized for training and operating large-scale AI models. While hyperscalers attempt to cater to everyone, Nebius concentrates on providing exactly what AI labs and organizations require most: high-performance, dedicated GPU infrastructure. The Microsoft agreement reinforces this strategy. The Nebius stock forecast incorporates a scenario analysis where cloud adoption accelerates post-