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 improvement from a $119.6 million loss a year earlier. The results come as the AI cloud sector faces volatility due to concerns over AI buildout sustainability and Nvidia's CEO controversy. Nebius raised $5.75 billion in debt financing and will provide further guidance in an upcoming analyst call.
Nebius shares are trading at USD 140.88 on Pluang as of Nov 12, 2026 19:11 WIB, down 8.93% for the day, well below their 52-week high of USD 286.69 but above the 52-week low of USD 73.87. In contrast, Nvidia shares are priced higher at USD 160.66, down 7.52% on the same day, with a much larger market cap of $4.20 trillion compared to Nebius's $42.05 billion. Typical hold time for Nebius on Pluang is 28 days, significantly shorter than Nvidia's 118 days, reflecting different investor engagement levels.
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...
