Nebius’ revenue jumps 684% year over year to $399 million
Nebius Group’s revenue was up 684% year over year to $399 million in the first quarter of 2026, driven by multibillion-dollar customer commitments.
The company’s revenue is expected to reach around $3.4 billion in fiscal 2026 and roughly $11 billion in fiscal 2027.
Nebius has secured major agreements, including a $27 billion deal with Meta Platforms and a $17.4 billion agreement with Microsoft, positioning it for significant growth in the AI infrastructure market.
The company’s impressive growth potential could support an annualized return of roughly 18.4% over 20 years, making it an attractive investment opportunity.