Why Nebius Group N.V. (NBIS) Stock Fell 9.9% on Nov 13, 2026
as of yesterday, 4:31 PM ET
The reason we found
Nebius selloff reflects higher spending and weaker near-term outlook
Despite an earnings beat, Nebius lowered 2026 revenue expectations, delayed its $7 billion run-rate goal, and raised planned 2026 capital spending to roughly $27 billion. Analysts also cut price targets, intensifying concerns that heavy investment and capacity delays could pressure near-term returns and revenue recognition.
earnings and guidancehigh confidence
Sources 13
- What's Going On With Nebius Stock Friday? - Nebius Group (NASDAQ:NBIS) - Benzinganews.google.com
- Microsoft Just Piled Onto the Bad News for CoreWeave, Oracle, and Nebiusnasdaq.com
- NBIS Q3 Earnings Beat Estimates on AI Cloud Growth, Asset-Light Gainsfinance.yahoo.com
- Nebius Group (NBIS) — Buy and sell stocks commission-free on Robinhoodrobinhood.com
- D.A. Davidson Just Cut Its Nebius Target From $250 to $125finnhub.io
- Nebius Stock Slips as Analysts Trim Targetsfinnhub.io
- Nebius Stocks Fall 9.93% as $27 Billion Spending Plan Overshadows 571% Growthfinnhub.io
- Nebius Stock Sinks More Than 30% in Two Daysfinnhub.io
- Why Nebius Group Stock Plunged (Again) Todayfinnhub.io
- Nebius stock plunges again as Wall Street slashes targetsfinnhub.io
- Nebius Plummeted 33% in 3 Months: High Target Price Predicting 220% Gains Holds Steady Ahead of Q3 Earnings as Firm Avoids Nvidia Entanglementfinnhub.io
- Cerebras’s Microsoft Deal Is Bad News for Nebius. Here’s the Number That Mattersfinnhub.io
- Nebius: Huge Earnings Beat, Even Bigger Price Slump (NASDAQ:NBIS) - Seeking Alphanews.google.com
Our call
Sell somedated Nov 13, 2026
Nebius fell 11% over the past five trading days after its Nov 12 report beat profit forecasts by 90%, and analysts expect profit to fall 88% next year. We'd stop selling if Nebius' next report beats profit forecasts.
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- NU+11.7%Nu Holdings jumps after record profit and strong Q3 growth
- CBRS+11.1%Strong earnings and Microsoft deal lift Cerebras shares
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