---
title: "AI data center developer Fermi's stock price once climbed 9%, but the increase has now narrowed to 3"
description: "AI data center developer Fermi's stock price once climbed 9%, but the increase has now narrowed to 3.1%. After the company completed its IPO at $21 per share on September 30, Mizuho Securities, Stifel"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/262951324.md"
published_at: "2025-10-27T19:21:21.000Z"
---

# AI data center developer Fermi's stock price once climbed 9%, but the increase has now narrowed to 3

> AI data center developer Fermi's stock price once climbed 9%, but the increase has now narrowed to 3.1%. After the company completed its IPO at $21 per share on September 30, Mizuho Securities, Stifel, UBS, and Rothschild & Co. all initiated research coverage, providing a target price range of $27 to $31. Although Fermi currently has no operating revenue, analysts are optimistic about its partnership agreement to produce nuclear-powered reactors for AI data center parks in Texas

AI data center developer Fermi's stock price once rose by 9%, but the increase has now narrowed to 3.1%. After the company completed its IPO at $21 per share on September 30, Mizuho Securities, Stifel, UBS, and Rothschild & Co. all initiated research coverage, with target prices ranging from $27 to $31. Although Fermi currently has no operating revenue, analysts are optimistic about its partnership agreement to produce nuclear-powered reactors for AI data center parks in Texas

### Related Stocks

- [UBS.US - UBS Group AG](https://longbridge.com/en/quote/UBS.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| “AI 交易” 的关键变量：服务业敞口越高，AI 颠覆风险越大，“AI 基建” 最有利 | 大摩量化研究显示，“服务业敞口” 是 AI 投资的关键变量，与收益呈显著负相关。由于市场担忧 AI 颠覆，服务业敞口高达 53% 的 “AI 采用者” 表现垫底。相反，“AI 基础设施” 敞口仅 14%，受颠覆风险最小且受益于资本支出，在六 | [Link](https://longbridge.com/en/news/275977957.md) |
| “SaaS 已死，SaaS 到来”！Altman 预言 “全 AI 企业” 时代开启 | OpenAI CEO 奥尔特曼预言 “全 AI 企业” 将开启，AI 将从辅助工具进化为完全自主的执行者。OpenAI 产品很快将实现 100% 由 AI 编写代码，涵盖开发与决策全流程，标志着传统 “软件即服务（SaaS）” 模式向 “服 | [Link](https://longbridge.com/en/news/275993856.md) |
| 每千次展示 60 美元！OpenAI 用高价拉开 “AI 广告” 大幕 | 为应对 AI 巨额开支，OpenAI 正式测试广告，CPM60 美元起步、最低投入 20 万美元，定位高端渠道，直接挑战谷歌万亿美元市场，WPP 等顶级代理已率先合作。但转型风险并存：需平衡用户信任，承诺不用私聊数据；对手 Anthropi | [Link](https://longbridge.com/en/news/275993077.md) |
| 影响万亿资本的市场叙事争夺：一边是 “AI 颠覆一切”，一边是 “AI 回报不够” | 市场正陷入 “AI 颠覆一切” 与 “AI 回报不够” 的双重叙事博弈：前者引发对软件等 “受害者” 的恐慌性抛售（估值腰斩），后者则加剧对资本开支回报的严厉审视。资金正加速流向非美市场，韩国 KOSPI 创五年最佳单周表现，非美基金流入  | [Link](https://longbridge.com/en/news/275990693.md) |
| 哪怕投资者砸崩股价，2000 亿美元也必须 “烧下去”，亚马逊要 “重整旗鼓” | 亚马逊计划今年投入 2000 亿美元（史上最大规模资本支出）重夺 AI 主动权，主攻 AWS 数据中心、自研 Trainium 芯片及 Nova 模型。但投资者担忧回报过慢，股价较高点跌超 20%；内部焦虑蔓延：AWS 抢单落后、自研模型被 | [Link](https://longbridge.com/en/news/275992125.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.