Nebius reported a 571% year-over-year revenue increase to $980.8 million, driven partly by $325 million from nonrecurring asset-light deals. Customer prepayments now cover over 100% of related capital expenditures, and GPU-hour pricing rose more than 20% sequentially. Despite delays from Microsoft and rising infrastructure costs, management targets $12 billion to $13 billion in revenue by 2027. The stock trades at about 2.8 times projected 2027 sales, with an expected earnings per share of $8.07 by 2029, implying roughly 16 times earnings. The author increased his investment after the earnings drop, citing improved customer financing and valuation as outweighing short-term risks.
Nebius holds a market cap of $34.97 billion on Pluang as of Nov 14, 2026, 06:12 WIB, with a daily trading volume of 68,754,090 shares. Despite the recent earnings report and strategic outlook, the stock price declined 12.41% in one day to USD 112.98. Pluang order activity shows a predominance of selling at 75%, indicating cautious sentiment among investors at this time.
Nebius Group N.V. reported a remarkable 570% increase in Q3 revenue and improved operating margin from -90% to +5%, signaling strong growth and better profitability. Despite this, shares dropped 20%, likely due to concerns over large future capital e...
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. Despit...
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...
