Nebius Group N.V. reported a strong Q3 with revenue up 571% to $980.8 million and its first GAAP operating profit of $50.4 million. Prepayments now cover over 100% of capital expenditures on new deals, improving payback to 1 year and 7 months. Despite a lowered 2026 revenue forecast and a $12-13 billion capex funding gap that could lead to dilution, the company remains optimistic about demand and long-term growth. The stock dropped over 20% following the report, reflecting concerns over timing and funding rather than demand.
Nebius Group NV shares are down 17.53% on Pluang as of Nov 13, 2026 03:51 WIB, trading at USD 127.58. The stock's market cap stands at $42.05 billion, with a 72% buy order activity. Despite the recent drop, typical hold time on Pluang is 28 days, indicating moderate investor confidence.
IREN Limited is seen as a more attractive investment compared to Nebius Group N.V. due to its strong asset backing and more certain revenue streams. While both companies have traded similarly recently, IREN's stock has corrected more sharply, present...
Nebius reported third-quarter revenue of $980.8 million, surpassing analysts' estimates of $907.5 million, with a 571% revenue increase year-over-year. Despite this, the company posted a net loss of $37.5 million, or 13 cents per share, an improvemen...
Nebius Group is rated Sell with a current price of $129.49 and a fair value near $100, mainly due to concerns over high capital expenditures, dilution, and risks related to hardware replacement. The company has secured significant contracts with majo...
Nebius Group N.V. (NBIS) experienced a significant stock price drop to $115, even though it appears unaffected by the 2026 US mid-term election results. The company focuses on expanding data centers across various US states and Europe, avoiding key s...
