Nebius Group N.V. (NBIS)

NMS – Цена в реальном времени. Валюта: USD

259.20

+65.97 (34.14%)

При закрытии: Aug 12, 2026, 4:00 PM EDT

263.92

+4.72 (1.82%)

После закрытия: Aug 12, 2026, 4:06 PM EDT

12.08.2026

Nebius' Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand

Nebius Group TodayNBISNebius Group$248.46 +55.23 (+28.58%) As of 01:34 PM Eastern52-Week Range$62.01▼$299.86P/E Ratio80.15Price Target$216.29Add to WatchlistWhen demand outstrips capacity and is centered in enterprise-quality organizations with the money to follow through, you do what Nebius Group NASDAQ: NBIS is doing: you expand to meet it. The critical takeaways from the Q2 earnings release are that it's bringing capacity online faster than expected, ramping plans, and demand is still unsated.

12.08.2026

Nebius Group N.V. (NBIS) Q2 2026 Earnings Call Transcript

12.08.2026

Nasdaq Index: CoreWeave, Super Micro and Nebius Rally as Nasdaq Stalls Near High

Nasdaq stalls below resistance despite CPI relief as CoreWeave, Super Micro and Nebius lead the AI stock rally.

12.08.2026

CoreWeave and Nebius Group Deliver Earnings Shocker. Here's What It Signals About the Future of AI.

CoreWeave and Nebius Group both delivered results that blew past Wall Street's expectations. Furthermore, both neocloud providers are guiding for additional triple-digit growth.

12.08.2026

Bloom Energy Jumps 13% as Nebius Picks Its Fuel Cells for AI Data Center, FuelCell Climbs 11%

Bloom Energy (NYSE:BE) shares are rallying midday Wednesday after Nebius Group named the fuel cell maker as its behind-the-meter power partner for a flagship AI data center.

12.08.2026

Nebius' Q2 Just Made The Bull Case Stronger

Nebius Group N.V. AI revenue surged 514% YoY to $575 million, while ARR climbed 56% sequentially to $3 billion. NBIS's AI delivered a 50% adjusted EBITDA margin, showing extraordinary infrastructure growth is translating into increasingly attractive economics. Contracted value quadrupled, contracted power guidance increased to 5GW, and annual contract value reached roughly $40 million per MW.

12.08.2026

Nebius Group Q2 Earnings Call Highlights

Nebius Group NASDAQ: NBIS reported second-quarter 2026 revenue growth of 454% from a year earlier as its AI cloud business expanded capacity and utilization, while management reaffirmed its full-year outlook and outlined plans for additional capacity deployment in 2027.

Видео

12.08.2026

Positive

Wednesday's Morning Movers: NBIS, LITE, HRB Beat Earnings

11.08.2026

Neutral

CRWV v. NBIS: Examining Neocloud Approach & Capital Awareness in AI Buildout

Повышения / Понижения рейтинга

Тикер	Фирма	Изменение рейтинга	Целевая цена	Дата
NBIS	Piper Sandler	Neutral	undefined >> $224	August 4th 2026

Пресс-релизы

12.08.2026

Nebius reports second quarter 2026 financial results

AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (NASDAQ: NBIS), the AI cloud company, today announced its unaudited financial results for the three and six months ended June 30, 2026. The Company today also published founder and CEO Arkady Volozh's quarterly letter to shareholders, available on its investor relations website at https://nebius.com/investor-hub. Management will hold an earnings webcast today at 8:00 a.m. Eastern Time (5:00 a.m. Pacific Time / 2:00 p.m. Central European Time). To re.

05.08.2026

Nebius appoints Lindsey Irvine as Chief Marketing Officer

AMSTERDAM--(BUSINESS WIRE)--Nebius (Nasdaq: NBIS), the AI cloud company, today announced the appointment of Lindsey Irvine as Chief Marketing Officer as the company continues to accelerate its global expansion following a year of record growth. Lindsey joins Nebius from Square, where she led global marketing across brand, demand, product, and hardware supporting more than 4.5 million sellers. Previously, she served as CMO at Benchling, where she helped define the R&D cloud category for the.

Nebius Group N.V. (NBIS)

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Nebius Group N.V. (NBIS)

Nebius' Q2 Beat Shows the AI Bottleneck Is Capacity, Not Demand

Nebius Group N.V. (NBIS) Q2 2026 Earnings Call Transcript

Nasdaq Index: CoreWeave, Super Micro and Nebius Rally as Nasdaq Stalls Near High

CoreWeave and Nebius Group Deliver Earnings Shocker. Here's What It Signals About the Future of AI.

Bloom Energy Jumps 13% as Nebius Picks Its Fuel Cells for AI Data Center, FuelCell Climbs 11%