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.
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