Disruptors News. Goldman Sachs sees 50% upside in this Nvidia-backed AI stock.
Plus: One forgotten EV supplier just got a major Wall Street upgrade and other important news about next generation stocks
Disruptors News — July 14, 2025
Goldman Sachs Initiates Coverage on NBIS with Bullish Target
Goldman Sachs has initiated coverage on Nebius Group (NASDAQ: NBIS) with a Buy rating and a $68 price target, implying 45–54% upside from current levels. The call came in a research note from analyst Alexander Duval.
NBIS has gained 134% over the past year and is up nearly 60% YTD, outperforming the market and tech sector. Goldman describes Nebius as a leader in the AI Neocloud space, citing its GPU infrastructure rental business, full-stack software platform, and scale advantages. Despite recent gains, the stock is still considered undervalued relative to peers. The note also highlighted catalysts, including a European rollout of NVIDIA GB200 Grace Blackwell capacity and a new partnership with Saturn Cloud. Shares rose over 4% to $46.10 in early Monday trading.
Why it matters: This is only the second major U.S. brokerage to initiate coverage on NBIS — the first was D.A. Davidson. With Goldman stepping in, the name moves closer to institutional legitimacy. The market is watching for who comes next.
IREN Jumps as Bitcoin Hits $120K
Shares of Australian bitcoin miner IREN rose over 4% in early trading Monday after Bitcoin broke through the $120,000 mark. The stock is up nearly 40% in the past month, riding momentum from BTC’s renewed breakout and broader crypto inflows.
Other crypto-levered names are also showing strength: Robinhood (HOOD) is up 2% pre-market as retail activity climbs, and Coinbase (COIN) has seen 15% gains over the past week. IREN remains one of the purest mining plays listed globally — and with BTC supply tightening post-halving, it’s back on institutional watchlists.
Why it matters: This isn’t a meme move — it’s a re-rating of crypto infrastructure exposure. If Bitcoin holds above 120K, miners like IREN could regain pricing power and capital access not seen since 2021.
UMAC Drops 11% as Investors Take Profits
UMAC fell sharply in early trading, down over 11%, as investors locked in gains following Friday's rally. The move comes after Defense Secretary Hegseth’s announcement of increased investment in U.S. drone manufacturers, which had sent defense-adjacent names soaring.
UMAC had spiked last week on speculation around insider political access — the company includes Donald Trump Jr. on its board — and potential alignment with new Pentagon procurement paths.
Why it matters: The pullback may be technical, but UMAC remains politically connected and fundamentally levered to the next wave of drone-related defense spending. It's one of the more speculative, yet symbolically loaded, plays in the sector.
Redwire's Stalker UAS Added to Pentagon Blue List
Redwire Corporation (NYSE: RDW) announced its Stalker drone system — developed by its subsidiary Edge Autonomy — has been granted Authority to Operate and added to the Pentagon’s DIU Blue UAS list.
The Blue List includes drone platforms pre-approved by the Department of Defense for secure, government-wide use. Stalker’s inclusion follows rigorous testing for cybersecurity, NDAA compliance, and operational reliability. With this designation, Redwire is now cleared to deliver its Stalker uncrewed aerial systems across multiple U.S. agencies without additional red tape.
Why it matters: This isn't just a regulatory milestone — it places Redwire at the center of Washington’s effort to accelerate domestic drone procurement. The system’s track record, modular design, and DIU endorsement make it a prime candidate for scaled federal adoption as the U.S. pushes to secure its drone supply chain.
UBS Upgrades American Axle (AXL), Sees Big Upside
UBS has upgraded American Axle & Manufacturing Holdings (NYSE: AXL) to Buy from Neutral and raised its price target from $4.50 to $7.00. Analyst Joseph Spak cited an improved risk/reward setup and better alignment between market expectations and UBS’s internal EBITDA forecasts.
American Axle, a key supplier of driveline and drivetrain systems for EVs and traditional OEMs, has quietly improved operational efficiency while positioning itself for EV drivetrain scale-up. The company’s fundamentals are improving at a time when consensus estimates have caught up with reality, reducing downside surprise risk.
Why it matters: The target implies more than 50% upside from current levels — and AXL has flown under the radar in most auto and EV portfolios. If the supply chain cycle turns and OEM production picks up, this could become a high-beta way to play industrial recovery. AXL supplies driveline systems to major automakers including General Motors, Stellantis, Ford, and Honda. Its footprint spans nearly 90 facilities in 17 countries. Recent acquisitions in Europe have expanded its access to EV platforms. If OEM volumes normalize and electrification ramps up, AXL is positioned to benefit across both ICE and EV powertrain verticals. from current levels — and AXL has flown under the radar in most auto and EV portfolios. If the supply chain cycle turns and OEM production picks up, this could become a high-beta way to play industrial recovery.
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