Nebius Group N.V. has seen its stock price drop by more than 50% since October due to a broad selloff in AI and chip stocks. Despite a strong 454% year-over-year revenue growth to $582 million and $40 billion in customer commitments, the company faces significant challenges including rising financing costs, delays in key projects like a 140MW data center in New Jersey, and concerns about future demand and contract profitability. Investors remain cautious about how much of Nebius's impressive EBITDA growth will translate into sustainable free cash flow, especially given the company's high capital intensity and ongoing share dilution risks.
Nebius Group NV holds a market cap of $32.72 billion and an enterprise value of $34.85 billion on Pluang as of Nov 06, 2026 19:51 WIB. Despite the recent selloff noted in the article, the stock price on Pluang rose 10.49% in one day to USD 133.00, while trading volume reached 46,889,396 shares. Order activity shows a strong selling sentiment with 82% of orders to sell, reflecting ongoing investor caution.
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