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 has been upgraded to a Buy due to its new partnership with Palantir, which is expected to accelerate growth in commercial AI infrastructure. This collaboration positions Nebius as Palantir's preferred enterprise sovereign AI infrastructure pro...
Nebius Group's stock fell 23.58% in September after a strong rally that lifted it 153.5% year to date, driven by explosive revenue growth of 454% in Q2 2026. Despite the recent pullback, Arete Research raised its price target to $415, implying a 96% ...
Nebius, an AI-native cloud infrastructure firm, is benefiting from rising AI demand for data center space and multi-year contracts. Although currently unprofitable under GAAP due to heavy investment, the company expects future profitability as reinve...
Nebius Group reported a massive $37.49 billion in contracted backlog, reflecting multi-year revenue commitments that provide strong business visibility. About 70% of these deals include upfront prepayments, which fund much of the company's capital ex...
Oracle's stock fell 5% after the company revealed that layoff costs increased by $700 million due to severance and AI-related workforce reductions, overshadowing Executive Chair Larry Ellison's canceled plan to sell $7.5 billion in shares. The negati...
