Nebius Group N.V. (NBIS)
Nebius: The Q3 Auction Broke Its Own Price Ceiling (Rating Upgrade)
Nebius ran its first capacity auction this quarter. It cleared 15% above the highest price the company has ever charged and 20% above its own quotes for Blackwell chips. Revenue grew 454% YoY and ARR 598%, but the full-year guidance didn't move a dollar. Customer prepayments Nebius hasn't delivered against yet have jumped $4.4 billion in six months. I make that about $4.50 of unbilled compute for every dollar actually booked.
Nebius Remains The King Of Compute
Nebius Group N.V. strongly reinforced my bullish thesis in Q2, with Nebius AI revenue growing 514% year over year and annualized run-rate revenue reaching $3 billion. Customer prepayments, cheaper debt financing, and the new asset-light capacity model materially improve Nebius' funding profile as the infrastructure buildout accelerates. I see a credible path for Nebius to turn profitable before current consensus expectations, while continued rapid growth could still justify a premium valuation by 2028.
Nebius Just Exploded 34% on Blowout Earnings—Is It Time to Buy?
Nebius Group NASDAQ: NBIS, one of the most exciting neocloud names in the world, exploded almost 34% on Aug. 12 following the release of its second-quarter results. The timing could hardly have been better for the company.
Nebius Surges 34% Post Q2: Will $40B Backlog Power Further Growth?
NBIS' Q2 revenues surge 454% as backlog tops $40B, boosting multi-year visibility while capacity expansion shapes its 2027 growth outlook.
Nebius Surges to $255, Now What if You Didn't Own It?
At $259.20, Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) trades above Street consensus.
NBIS Q2 Earnings Call Puts 2027 Capacity and Pricing in Focus
Nebius keeps part of its 2027 capacity uncommitted as it targets premium pricing, expands power and uses customer prepayments to fund growth.
Analysts update Nebius stock price target for next 12 months
Nebius' (NASDAQ: NBIS) remarkable stock market rally in the wake of the neocloud's latest earnings led, by press time on August 13, to multiple analyst price target revisions, with a significant majority of the updates being bullish.
Nebius stock just crashed 4% overnight
During the night between Wednesday and Thursday, the stock of the neocloud Nebius (NASDAQ: NBIS) lost more than $10 as it dropped 4.06% from $259.20 at the latest close to $248.68 at press time on August 13.
Nebius Q2 Earnings: Transitioning From Massive Backlog To Explosive Cash Flow
Nebius Group N.V. delivered 454% YoY revenue growth in Q2 2026, reaching $582 million, and achieved $236 million in positive adjusted EBITDA. NBIS exploits European AI infrastructure scarcity with a geographic arbitrage, leveraging regulatory barriers and local demand for low-latency, sovereign data processing. The asset-light model and advanced customer financing drive rapid, low-leverage expansion, with own capital surging to $10.34 billion and debt growth tightly controlled.
Nebius: Why You Must Pick Your Spots
Nebius Group N.V. was one of several stocks the author encouraged investors to wait for a pullback, and a big one hit in June-July. Q2 was strong as NBIS's adjusted EBITDA reached $236.2 million with a 41% margin, reflecting strong pricing power and high GPU fleet utilization. Despite robust operational performance, GAAP net losses persist due to aggressive capex, high depreciation, and significant share-based compensation.
This Nvidia-Backed Cloud Company's Stock Is Soaring on Stronger-Than-Expected Earnings
Nebius shares could be set to add more than one-quarter of their value in a single session.
Nebius' Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand
Nebius Group TodayNBISNebius Group$248.46 +55.23 (+28.58%) As of 01:34 PM Eastern52-Week Range$62.01▼$299.86P/E Ratio80.15Price Target$216.29Add to WatchlistWhen demand outstrips capacity and is centered in enterprise-quality organizations with the money to follow through, you do what Nebius Group NASDAQ: NBIS is doing: you expand to meet it. The critical takeaways from the Q2 earnings release are that it's bringing capacity online faster than expected, ramping plans, and demand is still unsated.
