NBIS news sentiment

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 the smarter entry point. Three customers control 59% of NBIS revenue while a $190 million GAAP net loss and $8 billion in first-half capex highlight serious execution risk. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sp

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 was driven by capacity additions and high-margin revenues from a new asset-light business model and Token Factory, and contributions from recent acquisitions. Nebius AI business revenues climbed 514% to $575 million, representing 98% of total revenues. Following the

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 customer prepayments and asset-backed debt. NBIS Holds 2026 Outlook as Capacity Ramps Chief financial officer Dado Alonso reaffirmed the 2026 guidance for $3 billion to $3.4 billion of group revenues, an adjusted EBITDA margin of about 40% and $20 billion to $25 billion of capital expenditures. Annualized

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 Burry, who added to his bearish bet on the same day, calling Nebius "what the top of a boom looks like." Nebius (NASDAQ: NBIS), the Nvidia-powered AI cloud provider spun out of Russian internet giant Yandex and now headquartered in Amsterdam, is the direct vehicle for Burry's trade. Nvidia itself remains the domina

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 and higher power contracted targets in its core segment. Nebius Group appoints a new Chief Marketing Officer with global expansion experience from leading tech companies. Consider reviewing other stocks tied to AI infrastructure demand through 56 AI infrastructure stocks.NasdaqGS:NBIS 1-Year Stock Price Chart Nebius Group builds

Stock Market Today, Aug. 12: Nebius Group Surges on Massive Revenue Growth

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 customer commitments. The company said in an earnings call on the same day that it raked in $582.3 million in revenues for the second quarter of the year, marking a 454 percent jump from the $105.1 million in the same period last year, and beating the $572.75 million expectations from analysts. It was by far

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 EBITDA flipped from a $21 million loss to a $236.2 million profit. That is a huge operating swing in just one year. But this is still an AI infrastructure land grab, not a finished profit machine. Nebius lost $190.4 million on a GAAP basis from continuing operations, showing

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. Is NBIS fairly valued? Test your thesis with our free DCF calculator. Revenue reached $582.3 million, beating the $572.75 million Wall Street estimate, while revenue from its core AI cloud business increased nearly sixfold from a year earlier. The contract numbers were even more striking. Nebius

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%, indicating investor confidence in the company's aggressive revenue trajectory and AI infrastructure growth. Wall Street analysts maintain a largely bullish outlook, viewing current losses as a necessary phase for scaling in high-growth AI markets.

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 this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now

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 on short-term scarcity with three-to-six-month contracts. Despite a 454% revenue growth in Q2, Nebius faces a negative operating margin and is expected to burn $30 billion in free cash flow over the next five years, necessitating continued equity and debt raises.

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 its latest deals had fallen below two years. Nebius now expects to recoup the capex and related operating costs on its second-quarter deals in one year and 10 months, down from its previous range of two to three years. Burry disclosed short positions in Nebius at $211.77 and Oracle Corp.(NYSE:ORCL), saying the

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 stock reclaims 50-MA after Q2 beat

[Equipment in server room] Erik Isakson/DigitalVision via Getty Images Nebius Group (NBIS [https://seekingalpha.com/symbol/NBIS]) shares are surging some 20% in Wednesday morning trading, propelled by a strong second-quarter earnings report [https://seekingalpha.com/news/4631437-nebius-surges-after-q2-beat-plans-to-continue-investing-in-capex] that handily beat analyst estimates. As seen in the daily chart, NBIS is now trading decisively above its 50-day moving average (blue line) after testing this level multiple times since the start of July. Meanwhile, the 100-day moving average (green line

CoreWeave, Nebius soar as AI spending powers growth

CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to "stupid" levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected. Video Transcript 00:00 Julie the so-called Neo clouds on fire here this morning. 00:02 Dan Yeah, on fire. 00:03 Julie On fire. Yeah. We had Core Weave and Nebius both reporting. Uh Core Weave revenue was up 112%. Nebius revenue was up specifically for its cloud business, 514%. 00:15 Speaker A As I said to Dan, we're in stupid n

Earnings call transcript: Nebius beats Q2 2026 forecasts, shares jump 16.5%

Nebius Soars As Bigger Loss Tops Views, Revenue Beats

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

Nebius soars on second quarter revenue beat

Nebius beats quarterly revenue estimates as AI demand fuels growth

Aug 12 (Reuters) - Nebius Group surpassed second-quarter revenue estimates on Wednesday as booming demand for AI infrastructure and cloud services ‌helped the company win larger contracts and raise prices for ‌computing capacity, sending its shares up 12% in premarket trading. The Amsterdam-based AI infrastructure firm ​reported total revenue of $582.3 million for the quarter ended June, compared with analysts' average estimate of $572.75 million, according to data compiled by LSEG. Revenue at its core AI cloud business, which accounted for about 98% of ‌group revenue, rose more than ⁠500%. Th

Nebius Group shares jump as AI cloud growth fuels investor optimism

Nebius Group NV (NASDAQ:NBIS) shares climbed 9.5% in premarket trading on Wednesday after the AI cloud infrastructure company released its second-quarter 2026 financial results ahead of the U.S. market open, with investors responding positively to one of the most closely watched earnings reports in the company's relatively short history as a publicly traded stock. Ahead of the announcement, Wall Street had expected quarterly revenue of approximately $576 million to $583 million, representing year-on-year growth of more than 400%. Analysts had also anticipated that Nebius would remain in an adj