Nebius shares surged 181.8% in 2026, driven by a $27 billion Meta deal, NVIDIA investment, and a $37.5 billion backlog. The company’s AI cloud revenue grew rapidly, but heavy capital expenditures ($20-$25 billion expected this year) and significant convertible debt ($20.8 billion fair value) pose dilution risks. Customer concentration is high, with three clients accounting for 59% of revenue. Investors await proof that new capacity will convert into revenue and that financing will not overly dilute shareholders before the stock can sustain its gains.
Nebius shares trade at USD 241.00, close to their 52-week high of USD 286.69, showing strong momentum with a 1-day gain of 2.17% as of Oct 01, 2026 18:14 WIB. This contrasts with Nvidia, which is near its 52-week high at USD 230.25 versus USD 235.75, up 0.82% on the day, while Meta lags behind at USD 724.24, further from its 52-week high of USD 777.59 and down slightly by 0.13%. Nebius's shorter typical hold time of 23 days on Pluang compared to Nvidia's 115 days and Meta's 127 days reflects more active trading interest in Nebius shares currently.
Nebius Group's stock climbed 4% to $241.80 even as famed investor Michael Burry shifted from shorting its common stock to buying June put options, signaling a bearish outlook on AI stocks. Burry believes the AI bubble may burst soon and seeks more le...
Nebius Group (NBIS) is rated a strong buy following its new partnership with Palantir, which is expected to expand its enterprise reach and diversify customer acquisition. This deal could significantly increase NBIS's demand for computing resources, ...
