NBIS Nebius Group
Neocloud building GPU capacity in US and Europe
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
NBIS · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-12EarningsBeat / raise
Reported EPS -0.68 vs -0.86 expected (+21.2% surprise).
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7
2026-05-13EarningsBeat / raise
Reported EPS 2.11 vs -0.71 expected (+396.1% surprise).
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6
2026-02-12EarningsMiss / cut
Reported EPS -0.99 vs -0.6 expected (-63.1% surprise).
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5
2025-11-11EarningsBeat / raise
Reported EPS -0.4 vs -0.52 expected (+23.3% surprise).
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4
2025-08-07EarningsBeat / raise
Reported EPS -0.38 vs -0.42 expected (+8.7% surprise).
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3
2025-05-20EarningsBeat / raise
Reported EPS -0.39 vs -0.44 expected (+12.7% surprise).
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2
2025-02-20EarningsBeat / raise
Reported EPS -0.37 vs -0.39 expected (+4.8% surprise).
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1
2022-11-03EarningsBeat / raise
Reported EPS 0.22 vs 0.19 expected (+13.5% surprise).
Latest headlines
Auto-updated daily- Fastly Jumps 8% as Cloud Rebound Broadens; Nebius Ticks Up, CoreWeave Slips2026-10-23
- Nebius Has Cratered Over The Last 3 Months: This Wall Street Ratings Firm Says 2.5X Returns Will Materialize Soon2026-10-23
- Nebius borrows $3.5 billion as investors question neocloud debt2026-10-23
- Nebius Stock Fell 7% the Day It Announced a $3.5 Billion Citi Facility. Here’s What Its CEO Said About How Long the AI Chip Shortage Lasts2026-10-23
- CoreWeave and Nebius Stocks Are Crashing. Time to Buy the Dip?2026-10-22
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-12 | -0.86 | -0.68 | +21.2% |
| 2026-05-13 | -0.71 | 2.11 | +396.1% |
| 2026-02-12 | -0.6 | -0.99 | −63.1% |
| 2025-11-11 | -0.52 | -0.4 | +23.3% |
| 2025-08-07 | -0.42 | -0.38 | +8.7% |
| 2025-05-20 | -0.44 | -0.39 | +12.7% |
| 2025-02-20 | -0.39 | -0.37 | +4.8% |
| 2022-11-03 | 0.19 | 0.22 | +13.5% |
| 2022-04-27 | 0.04 | -0.3 | −813.2% |
| 2022-02-15 | -0.19 | -0.16 | +16.2% |
| 2021-10-27 | 0.03 | 0.05 | +58.6% |
| 2021-07-28 | 0.08 | 0.04 | −49.0% |
| 2021-04-28 | 0.27 | 0.08 | −70.2% |
| 2021-02-16 | 0.14 | 0.23 | +63.2% |
| 2020-10-28 | 0.12 | 0.78 | +541.6% |
| 2020-07-28 | 0.06 | 0.08 | +29.1% |
| 2020-04-28 | 0.28 | 0.21 | −25.2% |
| 2020-02-14 | 0.37 | 0.25 | −31.6% |
| 2019-10-25 | 0.36 | 0.32 | −10.1% |
| 2019-07-26 | 0.23 | 0.17 | −25.4% |
| 2019-04-25 | 0.26 | 0.25 | −3.2% |
| 2019-02-15 | 0.36 | 0.31 | −12.0% |
| 2018-10-29 | 0.22 | 0.23 | +6.9% |
| 2018-07-26 | 0.25 | 0.24 | −2.4% |
About Nebius Group
Website ↗Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally. It offers Nebius builds full-stack infrastructure for AI, including large-scale GPU clusters, cloud platforms, and tools and services for developers. The company also provides TripleTen, an edtech platform for re-skilling individuals for careers in technolgy; and Avride, which develops autonomous driving technology for self-driving cars and delivery robotics. It has a strategic alliance with NVIDIA Corporation to support the expansion of the company's AI cloud infrastructure. The company was formerly known as Yandex N.V. and changed its name to Nebius Group N.V. in August 2024. Nebius Group N.V. was founded in 1989 and is based in Schiphol, the Netherlands.
Four US hyperscalers guided to roughly $700B+ of 2026 capex, with 2027 modelled near $1T. Their guides set demand for every supplier on this site; neoclouds add more.
What would prove us wrong. Weakens if two or more hyperscalers cut forward capex guidance in the same quarter.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| MSFT Microsoft | Largest AI cloud buyer; Azure and OpenAI capacity | $530.4 | +1.12% | +2.8% | +10.4% | |
| GOOGL Alphabet | Waymo driverless fleet and TPUs | $318.4 | −0.58% | −7.4% | +1.9% | |
| AMZN Amazon | AWS; Trainium custom chips and the largest capex budget | $249.7 | +0.68% | +0.0% | +8.2% | |
| META Meta Platforms | Gigawatt training campuses (Prometheus, Hyperion) | $638.8 | −0.60% | −15.0% | −3.0% | |
| ORCL Oracle | OCI AI cloud; Stargate capacity for OpenAI | $126.0 | −0.12% | −7.8% | −34.5% | |
| CRWV CoreWeave | GPU cloud; large consumer of powered shells | $56.97 | +5.03% | −35.0% | −20.4% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.