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Nebius drops 11% amid tech selloff but strong demand extends to 2028 with $775M financing secured

Analyst Insights
15 Oct 2026
Seeking Alpha
View Source
Bullish
Nebius drops 11% amid tech selloff but strong demand extends to 2028 with $775M financing secured

Nebius shares fell 11% during a broader tech sector selloff, yet demand for its services remains robust with customer capacity requests extending into 2028. The company secured a $775 million financing facility, highlighting how project financing and contracted cash flows can reduce its capital needs. Innovations like Inferize, Token Factory, and Vera Rubin infrastructure could help Nebius shift from GPU rentals to higher-value managed inference services. Despite dilution and financing risks, the outlook remains cautiously bullish, with a preferred buying range between $160 and $170 per share.

Following the recent selloff mentioned in the news, Nebius shares are trading at USD 172.07 on Pluang as of Oct 15, 2026 22:01 WIB, down 7.49% for the day. Despite this decline, the stock remains well below its 52-week high of USD 286.69, with a market cap of $50.57 billion. Pluang users show a strong buying interest with 70% of order activity favoring purchases, and the typical hold time is 25 days, indicating a moderate-term investment horizon.

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