Nebius Group : NBIS

Price Target $171 ↓38.3%

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NBIS

Stock Data

$277.68

$22.64 (8.88%)

Asset Type

Common Stock

Exchange

NASDAQ

Currency

USD

Country

USA

Sector

COMMUNICATION SERVICES

Industry

INTERNET CONTENT & INFORMATION

None

Latest Activity

NBISNebius Group N.V.

Q2 2026

Aug 12, 9:15am ET

EPS

-$0.68

est -$0.86+21.2%

Revenue

$582M

est $575M+1.3%

Nebius has already booked its 2027 revenue ramp: four AI cloud contracts averaging over $1 billion each lifted it to a $3 billion annualized run-rate, beating on both lines. Management raised its year-end contracted power target to 5 GW and reaffirmed full-year guidance.

Quarterly EPS — reported vs estimate

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All Nebius Group Articles

106 Articles

Eric Bleeker | 1 minute ago

Is NVIDIA’s $500 Billion Fund Jensen Huang’s Best Chess Move Yet or a Red Flag?

This article recaps a segment from The AI Investor Podcast, where hosts Eric Bleeker and Austin Smith unpacked NVIDIA’s newly…

Eric Bleeker | 33 minutes ago

Why We’re Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom

Solaris Energy Infrastructure sits 30% below its recent highs while quietly signing decade-long contracts tied to the most aggressive data…

Eric Bleeker | 22 hours ago

SpaceX Slides Again Friday but Still Holds Most of a Big Weekly Gain

SpaceX shares pulled back sharply Friday after a massive weekly surge, and the question now is whether the stock can…

David Moadel | 23 hours ago

Michael Burry Ramped Up His Bets Against Micron and the QQQ ETF. Is the ‘Big Short’ Investor Asking for Trouble?

Michael Burry is doubling down on bets against Micron and the QQQ even as those positions bleed, convinced a larger…

Alex Sirois | Yesterday

Nebius Surges to $255, Now What if You Didn’t Own It?

Nebius just tripled in 2025 and then surged another 34% in a single session, leaving investors who missed it facing…

Vandita Jadeja | Yesterday

CoreWeave Is Growing Faster Than Almost Anyone. Here’s Our Price Target

CoreWeave's revenue has doubled for four straight quarters and its backlog dwarfs most competitors, yet the stock sits well below…

Alex Sirois | Yesterday

CoreWeave’s Spike Hasn’t Erased 3-Month Losses: Why Trusted Wall Street Pro Expects 65% Post-Spike Gains

CoreWeave's Q2 blowout sent shares surging, but the stock still sits deep in the red over three months while one…

Alex Sirois | Aug 13, 2026 at 7:58 AM EDT

Nebius Vs. CoreWeave: Both Exploded Upward, So What Do Investors Do Now?

Two AI infrastructure stocks both erupted on earnings day, but the businesses behind those moves share almost nothing in common.…

Eric Bleeker | Aug 12, 2026 at 6:15 PM EDT

Nebius, CoreWeave, and Bloom Energy Lead AI Stock Gainers on Wednesday

Three AI infrastructure stocks are surging Wednesday after a blowout earnings report set off a chain reaction across GPU compute…

Eric Bleeker | Aug 12, 2026 at 6:06 PM EDT

Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why

A neocloud earnings report landed before the bell Wednesday and sent shockwaves through the entire memory sector, lifting SanDisk, Micron,…

David Moadel | Aug 12, 2026 at 5:10 PM EDT

Michael Burry Is Short Nebius and Palantir. Both Are Now Soaring and His Short Thesis Looks Broken.

Michael Burry bet against two of the hottest AI stocks on Wall Street, and this week their earnings reports delivered…

Gerelyn Terzo | Aug 12, 2026 at 4:03 PM EDT

CoreWeave & Nebius Are Soaring. This Brand-New ETF Gives Exposure Across Top Neocloud Stocks.

Neocloud stocks just posted some of the wildest single-session gains of the AI buildout cycle, and the valuation math behind…

David Moadel | Aug 12, 2026 at 1:22 PM EDT

Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through

Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning,…

David Moadel | Aug 12, 2026 at 12:36 PM EDT

Bloom Energy Jumps 13% as Nebius Picks Its Fuel Cells for AI Data Center, FuelCell Climbs 11%

A major AI cloud operator just handed Bloom Energy a high-profile data center contract, and the ripple through the fuel…

David Moadel | Aug 12, 2026 at 9:22 AM EDT

Nebius Is Up 18%: Is It Outperforming AI Cloud Stocks Like CoreWeave and Cloudflare?

Nebius just posted a jaw-dropping revenue surge and CoreWeave is selling out GPU capacity years in advance, yet the two…

1 2 3 … 8

Nebius Group : NBIS

NBIS

$277.68

Latest Activity

All Nebius Group Articles

Is NVIDIA’s $500 Billion Fund Jensen Huang’s Best Chess Move Yet or a Red Flag?

Why We’re Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom

SpaceX Slides Again Friday but Still Holds Most of a Big Weekly Gain

Michael Burry Ramped Up His Bets Against Micron and the QQQ ETF. Is the ‘Big Short’ Investor Asking for Trouble?

Nebius Surges to $255, Now What if You Didn’t Own It?

CoreWeave Is Growing Faster Than Almost Anyone. Here’s Our Price Target

CoreWeave’s Spike Hasn’t Erased 3-Month Losses: Why Trusted Wall Street Pro Expects 65% Post-Spike Gains

Nebius Vs. CoreWeave: Both Exploded Upward, So What Do Investors Do Now?

Nebius, CoreWeave, and Bloom Energy Lead AI Stock Gainers on Wednesday

Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why

Michael Burry Is Short Nebius and Palantir. Both Are Now Soaring and His Short Thesis Looks Broken.

CoreWeave & Nebius Are Soaring. This Brand-New ETF Gives Exposure Across Top Neocloud Stocks.

Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through

Bloom Energy Jumps 13% as Nebius Picks Its Fuel Cells for AI Data Center, FuelCell Climbs 11%

Nebius Is Up 18%: Is It Outperforming AI Cloud Stocks Like CoreWeave and Cloudflare?

Larry Fink Says Oil Could Be Cut in Half. If So, This Tech Stock Could Explode Higher

How Much You Need in These 3 Monthly Dividend ETFs to Double the Average Social Security Check

The YieldMax Fund That Doesn’t Blow Up: A Target 12% From 50 Blue Chips

His Employer Spent $52,500 Retraining Him for the Robot Age. Social Security Counted $0.

Retirees Can Move $210,000 From an IRA Into a QLAC and Delay RMDs on That Money Until 85. Almost Nobody Has Heard of It.

His Employer Spent $52,500 Retraining Him for the Robot Age. Social Security Counted $0.

Is NVIDIA’s $500 Billion Fund Jensen Huang’s Best Chess Move Yet or a Red Flag?

Nebius Group : NBIS

NBIS

$277.68

Latest Activity

All Nebius Group Articles

Is NVIDIA’s $500 Billion Fund Jensen Huang’s Best Chess Move Yet or a Red Flag?

Why We’re Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom

SpaceX Slides Again Friday but Still Holds Most of a Big Weekly Gain

Michael Burry Ramped Up His Bets Against Micron and the QQQ ETF. Is the ‘Big Short’ Investor Asking for Trouble?

Nebius Surges to $255, Now What if You Didn’t Own It?

CoreWeave Is Growing Faster Than Almost Anyone. Here’s Our Price Target

CoreWeave’s Spike Hasn’t Erased 3-Month Losses: Why Trusted Wall Street Pro Expects 65% Post-Spike Gains

Nebius Vs. CoreWeave: Both Exploded Upward, So What Do Investors Do Now?

Nebius, CoreWeave, and Bloom Energy Lead AI Stock Gainers on Wednesday

Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why

Michael Burry Is Short Nebius and Palantir. Both Are Now Soaring and His Short Thesis Looks Broken.

CoreWeave & Nebius Are Soaring. This Brand-New ETF Gives Exposure Across Top Neocloud Stocks.

Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through

Bloom Energy Jumps 13% as Nebius Picks Its Fuel Cells for AI Data Center, FuelCell Climbs 11%

Nebius Is Up 18%: Is It Outperforming AI Cloud Stocks Like CoreWeave and Cloudflare?

Larry Fink Says Oil Could Be Cut in Half. If So, This Tech Stock Could Explode Higher

How Much You Need in These 3 Monthly Dividend ETFs to Double the Average Social Security Check

The YieldMax Fund That Doesn’t Blow Up: A Target 12% From 50 Blue Chips

Featured Reads

His Employer Spent $52,500 Retraining Him for the Robot Age. Social Security Counted $0.

Retirees Can Move $210,000 From an IRA Into a QLAC and Delay RMDs on That Money Until 85. Almost Nobody Has Heard of It.