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 expenditures ($40–$45 billion) and potential dilution risks. Management projects revenue of $3–$4 billion in 2026 and $12–$13 billion in 2027, highlighting ambitious growth targets but also significant financial risks. The company trades at 7–8 times book value and faces cash burn, making it riskier than some peers but potentially attractive for neocloud exposure compared to CoreWeave.
As of Nov 13, 2026 05:31 WIB, Nebius Group NV shares are trading at USD 128.84 on Pluang, down 16.71% in the last day. Despite the company's strong revenue growth and improved profitability reported recently, investor sentiment appears cautious, reflected in a market cap of $42.05 billion and a higher sell activity at 28%. The notable 1-day price drop contrasts with the company's ambitious future revenue projections and significant capital expenditure plans.
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...
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 s...
