Nebius Reports Second Quarter 2026 Financial Results
Nebius posted a $113 million quarterly loss as revenue rose 446% to $574 million, and analysts said debt growth may force new fundraising.
- Nebius Group reports earnings on August 12, with the options market pricing in a 13% share price swing amid a history of missing EPS estimates twice in recent cycles.
- Following a 684% revenue surge to $399 million in the first quarter, analysts expect second-quarter revenue to jump 446% to $574 million as the company monetizes its data centers.
- Nebius reported a $113 million loss last quarter, with EPS dropping from $2.45 to an 86-cent loss, while debt has risen and the company hinted at using its ATM to raise cash.
- Financial firms hold mixed outlooks; Northland Securities and Bank of America maintain buy ratings with $410 and $280 targets, while Citigroup slashed its target to $278 and Piper Sandler initiated at $224.
- A falling volume-based put/call ratio of 0.77 suggests a possible rebound for Nebius, though shares face uncertainty as market participants anticipate continued revenue growth ahead.
15 Articles
15 Articles
Nebius shares soar 22% as AI demand powers revenue beat
Nebius shares jumped nearly 22% after the AI cloud provider beat revenue estimates, driven by surging infrastructure demand, larger contracts and higher prices. Core AI cloud revenue increased sixfold, while major customer deals and capacity commitments highlighted strong future growth.
Rutland Herald
Business WireAMSTERDAM--(BUSINESS WIRE)--Aug 12, 2026-
DA Davidson Slashes Nebius Group (NASDAQ: NBIS) Stock Price Target By 30% As Vineland Construction Delays Cloud Outlook
DA Davidson cut its price target on Nebius Group (NASDAQ: NBIS) to $175 from $250 on Monday, a 30% reduction driven by construction delays at the company’s Vineland, New Jersey data center project. The firm maintained its Neutral rating on the stock following a site visit and attendance at a local public hearing related to the Vineland facility. At the share price of $191.53 cited at the time of publication, the revised target implied roughly 8.…
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