Why Is Nebius Group N.V. (NBIS) Stock Down Today?
as of 12:35 PM ET
The reason we found
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.
earnings and outlookhigh confidence
Sources 10
- Nebius Group Reports 571% Revenue Growth to $980.8 Million in Third Quarter of 2026investorshub.advfn.com
- Nebius Posts Narrower Loss In Q3; Plans To Reach Pre-tax Breakeven By End Of 2027nasdaq.com
- Stock Market Today: Dow Slips As Nvidia's Huang Steps Down; Nebius Nosedives (Live Coverage)finnhub.io
- CoreWeave slides 15% as Nvidia leadership shock rattles AI infrastructure tradefinnhub.io
- Nebius Sinks 15% as Capex Swells and 2027 Outlook Takes a “Conservative Approach” to Build-Outfinnhub.io
- Nebius Earnings Top Estimates. Nvidia-Backed Neoclouds Sell Off.finnhub.io
- Nebius Stock Plummets After Earnings as CEO Warns of Revenue Delayfinnhub.io
- Nebius Revenue Explodes Nearly Sixfold in Third Quarterfinnhub.io
- Nebius Stock Falls as Capacity Delays Push Revenue Into 2027finnhub.io
- Nebius Group (NASDAQ: NBIS) Revenue Surged 454% But Profits Collapsed - What The $134 Share Price Now Demands - Foreign Policy Journalnews.google.com
Our call
Sell somedated Nov 11, 2026
Nebius rose 9.7% over the past four trading days while other tech stocks barely moved, and analysts expect profit to fall 79% next year. We'd stop selling if the Nov 12 report beats profit forecasts.
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