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Nebius Group (NASDAQ:NBIS) Shares Gap Up - Still a Buy?
The neocloud provider reported $399 million in first-quarter revenue, up 684% year over year, as investors weigh new AI deals and capacity guidance.
- On Wednesday, Aug. 12, Nebius Group reports second-quarter earnings after a 173% stock rally over the past year, though gains have been accompanied by significant volatility.
- Following a $2 billion investment from Nvidia, which cited Nebius's "unique depth of engineering expertise across the full AI technology stack," the company also secured a $27 billion deal with Meta Platforms.
- Expanding infrastructure to meet demand, Nebius reached an agreement with Bloom Energy for 328 megawatts of electricity and increased its AI-compute capacity guidance to 4 gigawatts for 2026.
- Analysts expect 28.3% revenue growth to $360.1 million for the quarter, with Nebius targeting full-year revenue between $3 billion and $3.4 billion and roughly 40% EBITDA margins.
- Trading at nearly 63 times earnings, Nebius faces pressure from being down 35% from its peak, yet analysts suggest the company's triple-digit growth could justify the premium if sustained.
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16 Articles
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 AI cloud darlings are not moving in lockstep today and the reason reveals something important about what the market actually rewards right now.
·Lakewood, United States
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Nebius Surges 20% as Q2 Revenue Jumps 454% to $582.3 Million
Nebius bStock surged more than 20% on Wednesday after the AI infrastructure company reported stronger-than-expected second-quarter results and reaffirmed its 2026 outlook. Nebius bStock (NBISB) traded at approximately $227 on Binance, up 20.51% over 24 hours.Visit Website
Coverage Details
Total News Sources16
Leaning Left1Leaning Right2Center6Last UpdatedBias Distribution67% Center
Bias Distribution
- 67% of the sources are Center
67% Center
11%
C 67%
R 22%
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