FeesSafety
Pluang+

Nebius Group stock drops despite no impact from US mid-term elections, seen as undervalued with strong future revenue potential.

Market News
09 Nov 2026, 18:00 WIB
Seeking Alpha
View Source
Bullish
Nebius Group stock drops despite no impact from US mid-term elections, seen as undervalued with strong future revenue potential.

Nebius Group N.V. (NBIS) experienced a significant stock price drop to $115, even though it appears unaffected by the 2026 US mid-term election results. The company focuses on expanding data centers across various US states and Europe, avoiding key states like Texas and Ohio. Analysts believe current revenue estimates are conservative, with NBIS contracts showing higher blended rates than consensus forecasts. The stock is considered undervalued, with potential for 2030 EBIT to reach $30 billion, nearly matching the current enterprise value. Investors should conduct their own research or consult advisors before investing.

Nebius Group NV (NBIS) shares trade at $139.83 on Pluang as of Nov 09, 2026 23:12 WIB, up 7.99% in one day but still far below their 52-week high of $286.69. The current price is nearly double the 52-week low of $73.87, indicating a significant recovery within the year. This contrasts with the article's mention of a drop to $115, showing a recent rebound in the stock price on Pluang.

More News (NBIS)

Rising interest rates threaten AI stocks reliant on borrowed money for data centers.

Rising interest rates threaten AI stocks reliant on borrowed money for data centers.

Fed Chair Kevin Warsh warned that rising interest rates are impacting AI companies, especially those financing data center expansions with debt. Stocks like CoreWeave and Nebius Group dropped nearly 45-48% in a month due to high borrowing costs and c...

Market News
Bearish
2 days ago
Nebius shares drop 49% but strong demand and pricing power signal potential revenue surge.

Nebius shares drop 49% but strong demand and pricing power signal potential revenue surge.

Nebius, a leading AI infrastructure provider, saw its shares fall 49% due to broad sector sentiment shifts. Despite this, demand for its capacity outstrips supply, allowing the company to raise prices dynamically and position itself for better-than-e...

Analyst Insights
Bullish
2 days ago
Nebius Group remains a Buy after 40% stock drop, with strong growth and solid finances ahead.

Nebius Group remains a Buy after 40% stock drop, with strong growth and solid finances ahead.

Nebius Group N.V. is still rated a Buy despite a recent 40% decline in its stock price, thanks to strong fundamentals and financial health. The company projects a 504% revenue increase and about 40% adjusted EBITDA margin by 2026, indicating strong d...

Analyst Insights
Bullish
2 days ago
Investor aggressively buys Nebius shares after 55% drop, eyeing strong Q4 growth and recovery.

Investor aggressively buys Nebius shares after 55% drop, eyeing strong Q4 growth and recovery.

Investor Yiannis Zourmpanos is aggressively accumulating Nebius shares following a 55% price correction, seeing it as a strong buying opportunity. Consensus forecasts Nebius to report $905.74 million in Q3 revenue, but achieving the annual target of ...

Analyst Insights
Bullish
2 days ago
AI cloud stocks CoreWeave and Nebius plunge nearly 50%, awaiting earnings to confirm recovery or further decline.

AI cloud stocks CoreWeave and Nebius plunge nearly 50%, awaiting earnings to confirm recovery or further decline.

CoreWeave and Nebius, two leading AI cloud providers, saw their stock prices drop by about half in a month due to political risks slowing data center expansions. CoreWeave faces a tougher challenge with high debt and a pending class action, needing s...

Company Fundamentals
Bearish
3 days ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App