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% upside, based on Nebius' $40 billion contracted backlog and multi-year deals with major hyperscalers like Microsoft and Meta. The company maintains strong adjusted EBITDA margins and expects significant revenue growth in 2026. The main risks include high capital expenditure, customer concentration, and potential dilution from convertible debt, but the fundamentals support a cautiously optimistic outlook.
Nebius Group NV holds a market cap of $57.68 billion and an enterprise value of $59.81 billion as of September 15, 2026, 18:13 WIB. On Pluang, NBIS shares trade at $214.22, showing a modest 0.96% gain on the day. This trading activity occurs after a significant pullback in September, highlighting ongoing investor interest despite recent volatility.
Fastly's stock surged 8%, leading the cloud software rebound, driven by its expanded partnership with Jio Platforms to power the JioCDN network across India. This deal leverages Fastly's edge cloud on Jio's 5G and broadband infrastructure, potentiall...
Short sellers in AI data center stocks earned about $6 billion in paper profits in October as shares of companies like CoreWeave and Nebius Group fell sharply. Despite strong demand for AI computing, these companies face a massive $76 billion funding...
Nebius Group's stock dropped nearly 33% in a month following a Gartner forecast predicting most neocloud providers will fail by 2030, sparking sector-wide selloffs. Despite this, analysts remain optimistic, with an average price target implying a 78%...
Shares of leading neocloud companies CoreWeave, Nebius Group, and IREN have sharply declined due to rising bond yields and inflation concerns. CoreWeave's 2032 bonds yield jumped to around 15%, reflecting increased credit risk and borrowing costs, wh...
Nebius Group's stock dropped 6% after receiving a new credit line from Citi to fund its GPU buildout, reflecting investor concerns about its heavy reliance on debt for growth. The credit facility, maturing in under a year, is intended as a bridge to ...
