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Nebius' Contracted Power Guidance Continues to Surge. Here's What That Means for the Stock.

Nebius (NASDAQ: NBIS) has been steadily raising its capacity guidance for the end of 2026. The company told investors in February that it expected to have 3 gigawatts of contracted power by the end of 2026. That number jumped to 4 gigawatts in May, …

Nebius (NBIS) Soared 48% Last Week. Is It Time to Sell?

Nebius Group NV (NASDAQ:NBIS) surged by 47.7 percent week-on-week, making it the third-biggest gainer last week, thanks to a combination of stellar earnings and a flurry of stock price target upgrades from analysts. In a statement early last week, the listed firm said that …

Nebius Just Gave Bloom Energy a Big Boost. What It Means for BE Stock.

Nebius Group N.V. (NBIS) recently released its quarterly results, and management had some encouraging things to say about Bloom Energy Corporation (BE). During the Q2 earnings call, Chief Communications Officer Tom Blackwell said switching to Bloom's fuel-cell technology would significantly enhance the company's planned …

Nebius Group (NBIS) Is Up 34.3% After Multi‑Billion AI Cloud Wins And UK Capacity Surge

In the past week, Nebius Group reported second-quarter 2026 results showing revenue of US$582.3 million, with its AI cloud business driving very large year-on-year growth through four AI infrastructure contracts each exceeding US$1 billion in total value and a higher contracted power target of …

Bank of America resets Nebius stock price target after 454% surge

There are growth stocks. Then some stocks make you wonder if you're reading the numbers correctly the first time. The latter is actually rare, and today we found that rare gem. Nebius Group (NBIS) just reported 454% year-over-year revenue growth. Its AI Cloud segment …

Can South Wales Deployment Help Nebius Expand Its AI Cloud Footprint?

The race to build AI infrastructure is rapidly accelerating, and South Wales has been designated a U.K. AI Growth Zone. The recent agreement between Vantage Data Centers and Nebius Group N.V. NBIS is set to drive this transformation, bringing high-density, NVIDIA NVDA-powered AI infrastructure …

BofA Tweaks Nebius Stock Price Target for 2027

This article first appeared on GuruFocus. Bank of America raised its price target on Nebius Group (NASDAQ:NBIS) to $310 from $280 after the AI cloud provider posted stronger-than-expected second-quarter results. Bank of America analyst Tal Liani kept a Buy rating and pointed to improving …

Nebius (NBIS) Stock Looks Fully Valued Despite Its 274% Run

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Nebius Group stock has delivered a very strong 5 year run, yet the broader valuation checks lean expensive rather than clearly cheap. Recent headlines around rapid AI …

Nebius Group NV (NBIS) (Q2 2026) Earnings Call Highlights: Revenue Surges 454% as AI Capacity ...

This article first appeared on GuruFocus. Revenue: Group revenue grew 454% year over year to $582 million in Q2 2026, up 46% from the previous quarter. Nebius AI Revenue: Increased 514% year over year to $575 million, representing 98% of group revenue. Annualized Run …

Nebius Group (NBIS) Stock Faces Funding Questions Despite 41% EBITDA Margin

Neoclouds CRWV & NBIS Soar (Why they have room to run)

CoreWeave (CRWV) and Nebius Group (NBIS) are specialized AI cloud infrastructure providers often referred to as neoclouds or GPU hyperscalers. Unlike legacy cloud providers like Amazon Web Services (AWS), Microsoft Azure, and Google Cloud, which were designed for web servers and enterprise IT, Nebius …

Why Nebius and CoreWeave Stocks Look Poised for More Gains

Nebius and CoreWeave stocks are flashing bullish technical signals as technology shares rebound, with the charts pointing to potentially significant gains by year-end. Continue Reading

Nebius Surges to $255, Now What if You Didn’t Own It?

Quick Read Nebius posted 454% revenue growth to $582 million in Q2, backed by a $37 billion contracted backlog anchored by Meta and Microsoft. NBIS trades above analyst consensus at $259 and is up 210% year to date, making the $222 50-day moving average …

Nebius Surges 34% Post Q2: Will $40B Backlog Power Further Growth?

Nebius Group N.V. NBIS delivered a robust second-quarter 2026 performance, marked by triple-digit revenue growth, expanding profitability and substantial customer commitments that provide visibility into its future growth trajectory. Revenues surged 454% year over year to $582 million and increased 46% sequentially. The performance …

NBIS Q2 Earnings Call Puts 2027 Capacity and Pricing in Focus

Nebius Group N.V. NBIS used its Q2 2026 earnings call to emphasize capacity expansion, pricing discipline and its decision not to pre-sell all planned 2027 capacity. Management reaffirmed its 2026 outlook, raised its year-end contracted power target and detailed a funding strategy centered on …

Burry doubles down on Nebius short after stock surges 34% on earnings

Investing.com -- Nebius Group's stock surged 34% on August 12 after the AI cloud company posted second-quarter revenue of $582.3 million, up 454% year-over-year and ahead of analyst estimates of $572.75 million compiled by LSEG. The blowout results did not deter short seller Michael …

Vantage Data Centers and Nebius Expand UK AI Infrastructure with First Deployment in South Wales AI Growth Zone

Deployment will add high-density NVIDIA-powered AI capacity at Vantage's Newport campus, supporting the UK's ambition to scale domestic AI compute and reinforcing South Wales as a strategic digital infrastructure hub DENVER & LUXEMBOURG, August 13, 2026--(BUSINESS WIRE)--Vantage Data Centers, a leading global provider of …

Burry adds to AI shorts, says ‘Nebius is what the top of a boom looks like’

Astrid Stawiarz Michael Burry disclosed updated stock positions on Wednesday, adding to his short bets on Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Micron (MU [https://seekingalpha.com/symbol/MU]), Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]), and the iShares Semiconductor ETF (SOXX [https://seekingalpha.com/symbol/SOXX]), while increasing his long positions in Mercado Libre (MELI [https://seekingalpha.com/symbol/MELI]) and Zoetis …

Nebius Group (NBIS) Posted More Than 450% Q2 Revenue Growth

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Nebius Group (NasdaqGS: NBIS) reports Q2 revenue growth of over 450% on strong AI cloud demand. The company highlights large scale AI cloud contract wins …

Why Nebius Stock Skyrocketed Today

Key Points The AI boom is fueling Nebius Group's expansion. Short-sellers are getting hammered.10 stocks we like better than Nebius Group › Shares of Nebius Group (NASDAQ: NBIS) spiked on Wednesday after the cloud computing provider delivered dazzling growth metrics. Image source: The Motley …

Nebius (NBIS) Just Soared 34%. Here’s What to Expect This Week

Nebius Group NV (NASDAQ:NBIS) saw its share price jump by 34.14 percent on Wednesday to finish at $259.20 apiece, after reporting a more-than-fivefold growth in revenues, which signaled that the surging demand for AI cloud infrastructure is translating into rapid revenue growth and larger …

Nebius Stock Soars Nearly 30% as AI Revenue Jumps 454%

This article first appeared on GuruFocus. Nebius Group (NASDAQ:NBIS), the Amsterdam-based AI-cloud infrastructure provider, reported a blowout second quarter Wednesdayand investors smashed the buy button. Shares rocketed approximately 27.7% by 12:30 p.m. ET as revenue surged 454% year over year to $582.3 million. Adjusted …

Nebius Group Releases Q2 2026 Financial Results

Nebius Group N.V. (NBIS) announced its Q2 2026 financial results, reporting a narrower diluted loss of $0.68 per share against an estimated loss of $0.69, representing a 1.4% improvement. The company's revenue for the quarter reached $582.3 million, marking a substantial 454.0% increase year-over-year. …

Nebius Stock Jumps as Story Gets Bigger

This article first appeared on GuruFocus. Nebius Group (NASDAQ:NBIS) shares surged roughly 20% Wednesday after the AI infrastructure provider crushed second-quarter expectations and reaffirmed its 2026 outlook, reinforcing Wall Street's view that demand for high-end AI computing remains far ahead of supply. But the …

SpaceX, Nebius, Palantir, Super Micro, Quantinuum, Wendy’s, and More Stocks That Explain Today’s Market

Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply. Continue Reading

CoreWeave and Nebius Group Deliver Earnings Shocker. Here's What It Signals About the Future of AI.

One of the biggest questions among investors these days is what the future holds for artificial intelligence (AI). After several years of rapid adoption and impressive stock price gains, some investors have taken a step back, looking for insight into what comes next. Missed …

Nebius Group Q2 2026: Revenue Hits $582.3M, Up 454% Year-Over-Year

Nebius Group N.V. (NASDAQ:NBIS) reported a Q2 2026 diluted loss of $0.68 per share, a narrow beat against expectations, with revenue soaring to $582.3M, marking a 454.0% increase year-over-year. Despite a net loss of $190.4M due to heavy investment in expansion, shares surged 28%, …

Nebius Soars 20% as AI Revenue Explodes

This article first appeared on GuruFocus. Nebius Group N.V. (NBIS, Financials), the Nvidia-powered AI cloud provider, surged more than 20% after second-quarter results showed demand for computing capacity is still running well ahead of supply. Warning! GuruFocus has detected 9 Warning Signs with NBIS. …

Nebius Earnings: GPU Spot Prices Triple and Neoclouds Exploit Short-Term Scarcity

Morningstar has raised its fair value estimate for Nebius to $150 from $120 due to soaring GPU rental prices and improved operating margins. The company's average contract value per megawatt has more than tripled, with some third-quarter contracts reaching $40 million/MW, as Nebius capitalizes …

Nebius Second-Quarter Revenue Exceeds Estimates Amid Robust AI Cloud Gains

Nebius Group NBIS.jpg -Shutterstock Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand for artificial intelligence capacity drove more than 500% year-over-year growth in the Dutch company's cloud business. The cloud computing company's overall revenue surged to $582.3 Silver Upgrade to read …

Nebius Jumps 20% Days After Michael Burry Said His AI Shorts Were Like ‘Shooting Fish in a Barrel’

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Nebius Group N.V.(NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on …

Nebius Stock Soars 20% As Revenue, EBITDA Beat Estimates

Nebius stock rose after the cloud computing specialist reported a smaller-than-expected Q2 loss while revenue topped expectations. Continue Reading

Nebius, CoreWeave, Super Micro, Palantir, SpaceX, Quantinuum, and More Stocks That Explain Today’s Market

Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply. Continue Reading