NBIS — Nebius Group N.V. - Class A Ordinary Shares
Session close: $128.64. Regular-session share volume: 49,247,516. Change from previous close: -16.84%.
Key developments
Nebius reported third-quarter results that beat revenue estimates, but the stock fell sharply after the company trimmed its full-year revenue outlook to the low end of its prior range, citing delays in bringing third-party data center capacity online. Management also raised its capital expenditure forecast, and the company disclosed that remaining New Jersey capacity allocated to Microsoft has slipped into the following year.
Market context — Mentions NBIS in the article text. Nebius Crashes 20% as Jensen Huang Shock Rocks AI Stocks: One ETF Is Having a Field Day · Company mentioned — Mentions NBIS in the article text. Nebius Tumbles After Trimming 2026 View to Low End of Range
On the positive side, Nebius guided its next fiscal year's revenue above analyst expectations, targeted pre-tax breakeven by the end of that year, and announced multi-year AI cloud agreements with Databricks, Datadog and Snowflake, with Palantir naming it a preferred AI cloud partner. The sell-off coincided with broader turbulence across AI infrastructure names after Nvidia's leadership shock.
Market context — Mentions NBIS in the article text. Nebius Crashes 20% as Jensen Huang Shock Rocks AI Stocks: One ETF Is Having a Field Day · Company mentioned — Mentions NBIS in the article text. Nebius Tumbles After Trimming 2026 View to Low End of Range
A separate analysis framed the debate around valuation versus revenue base amid swings between AI data center optimism and financing worries.
Company news Nebius Group (NBIS) Stock Looks About Right As Its 89% Run Continues
News sources
Company news Nebius Group (NBIS) Stock Looks About Right As Its 89% Run Continues · Company news Nebius Group N.V. - Class A Ordinary Shares Q3 Adj. EPS $0.30 Beats $(0.69) Estimate, Sales $980.800M Beat $907.534M Estimate · Market context — Mentions NBIS in the article text. Nebius Crashes 20% as Jensen Huang Shock Rocks AI Stocks: One ETF Is Having a Field Day · Company mentioned — Mentions NBIS in the article text. Nebius Group earnings analysis: questions answered and next catalysts · Company mentioned — Mentions NBIS in the article text. Nebius Tumbles After Trimming 2026 View to Low End of Range · Company mentioned — Mentions NBIS in the article text. Nebius Group Reports Third Quarter 2026 Financial Results