Nebius reported a stellar Q3 with 571% year-over-year revenue growth driven by strong AI cloud compute demand and rising GPU rental prices. The company achieved positive adjusted EBITDA for the fourth consecutive quarter and projects a fourfold revenue increase by fiscal year 2027. Despite a high forward price-to-revenue multiple of 2.8x, Nebius is considered undervalued due to its rapid growth and improving margins. However, its guidance of $40-45 billion in capital expenditures next year, supporting $12-13 billion in expected revenues, caused investor concern and a 20% share price drop, which some analysts view as an overreaction and a buying opportunity.
Nebius shares have fallen sharply, with a 10.16% drop on Pluang, reflecting investor caution despite the company’s strong growth narrative. The stock trades at USD 115.88 with a market cap of $33.94 billion as of Nov 14, 2026 18:11 WIB.
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...
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...
