Nebius Group N.V. announced a second price increase for its on-demand Nvidia GPU services, raising rates by 17% to 21% starting October 1. This move reflects sustained strong demand even as the company expands its capacity, deliberately keeping some future capacity flexible to benefit from higher short-term pricing. In Q2, Nebius reported AI cloud revenue of $574.9 million with an adjusted EBITDA margin near 50%, and $7.8 billion in infrastructure still not in use. The company expects its 2027 capacity ramp to drive significant earnings growth, though current stock valuations leave limited room for execution errors.
Nebius Group NV shares are trading at USD 231.90 on Pluang, down 1.79% in the past day, reflecting some investor caution despite the company’s recent price hike announcement. The stock’s market cap stands at $64.19 billion, with a typical hold time of 23 days and a majority of 68% sell orders as of Sep 23, 2026 21:13 WIB.
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...
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...
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...
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 ...
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...
