Nebius has been reaffirmed at a buy rating due to its sustained rapid growth, strong demand, and improving profitability. The company raised its year-end contracted capacity guidance to 5GW, supported by strong pricing power as seen in rising annual contract value per megawatt. In Q2, Nebius achieved a 41% adjusted EBITDA margin, with narrowing net losses and a manageable debt-to-equity ratio of 1.7, enabling continued capital expenditure. Its partnership with Palantir and conservative capital structure position it well against sector risks, justifying its premium valuation and offering an attractive risk/reward profile for investors.
Nebius shares are trading at USD 207.44 on Pluang as of Sep 16, 2026 08:21 WIB, down 2.24% in the past day. The stock's market cap stands at $57.68 billion, reflecting its significant presence in the technology sector. Despite recent price softness, Nebius remains well below its 52-week high of $286.69, indicating room for market reassessment.
Nebius shares fell 11% during a broader tech sector selloff, yet demand for its services remains robust with customer capacity requests extending into 2028. The company secured a $775 million financing facility, highlighting how project financing and...
Shares of AI cloud providers IREN, CoreWeave, and Nebius dropped 4-5% after Gartner's report predicted 80% of neoclouds will lose independence by 2030 due to high expansion costs outpacing revenue. Gartner argues large cloud operators are better posi...
CoreWeave's stock fell 10% following a spike in its unsecured bond yields to 15%, signaling increased borrowing costs and credit risk concerns. The company finances its AI chip capacity largely through debt secured by the chips and customer contracts...
Danil Sereda upgrades Nebius Group (NBIS) to 'Buy' due to its superior execution, strong balance sheet with $8B cash against $10.2B debt, and innovative technology compared to CoreWeave (CRWV), which remains a 'Hold'. NBIS's global data centers and p...
Nebius Group's stock dropped 3% even after Rosenblatt Securities gave it a Buy rating, reflecting ongoing pressure from a recent AI infrastructure selloff. The company, which rents AI accelerator capacity, has a strong revenue backlog of $37.5 billio...
