Nebius Group N.V.NBIS

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7 good· Turned a profit
5 to watch· Insider selling

$127.09−27.60 (−17.84%)

Price at 3:03 PM ET

Market open

NASDAQ · Technology · Large company

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What would change it

Sources

Analysts' forecast on the Nasdaq earnings calendar

Could move it to Keep

Next report · Today

under$0.61
loss per share

+15.6% in a yearsince Nov 10, 2025

Earnings report

The news behind our call

written 9:58 AM ET9:58 AM ET · 5 articles · 5 sources

Nebius must deliver delayed data-center capacity and preserve its revenue outlook.

What changed

From Yahoo Finance, CNBC, Foreign Policy Journal and 3 more

Nov 12

today

NBIS reports earnings before the market opens

Analysts expect $-0.61 a share.

Nebius plunges as capacity delays and massive spending cloud outlook
Although Nebius reported surging revenue and a narrower loss, investors focused on revenue delays from data-center capacity constraints, a conservative 2027 build-out outlook, and $27 billion of planned 2026 capital spending. The broader selloff in Nvidia-backed AI infrastructure stocks added pressure to the shares.
Move · Today
Stocks making the biggest moves Thursday: Super Micro Computer, Nvidia, CoreWeave, Nebius, Yeti & more
Today
291 Reddit posts about NBIS in the latest scan
The tone of those posts leans bearish.
Reddit · Today
Nebius Group Q3 earnings call highlights
Today
Nebius Group (NBIS) stock looks about right as its 89% run continues
Today
Nebius doesn’t have a demand problem. It has a Delivery problem.
Today
Nebius Group N.V. Q3 2026 earnings call summary
Today
Nebius stock Crashes 20% as massive AI spending plans Rattle investors
Today

Overview

In plain numbers

Revenue grew 507% from a year earlier, to $1.4B in the last twelve months.
It loses 37 cents on every revenue dollar at the operating line, down from a loss of 4 cents in FY 2021.
It burned $5.9B of free cash in the last twelve months.
It owes $10.2B and holds $8.0B in cash and investments, so net debt is $2.2B.

Key figures

Revenue (TTM): $1.4B
Revenue growth, 1 year: +506.9%
Net income: $42.4M
EPS (diluted): $0.16
Gross margin: 74.3%
Operating margin: -37.4%

Return on equity: 0.6%
Return on capital: -4.1%
Debt / equity: 0.99
Current ratio: 4.03
Buyback yield: -22.12%

Key facts

Company value: $35.2B
Price / last year's earnings: 57.0×
Today's range: 118.81132.69
Past year's range: 73.87286.69

Yesterday's close: $154.69
Swings vs the market: 1.4×bigger
Next earnings: Nov 12today

What would change it

Could move it to Keep

Why it moved