Quick Read – Nebius posted 454% revenue growth to $582 million in Q2, backed by a $37 billion contracted backlog anchored by Meta and Microsoft. – NBIS trades above analyst consensus at $259 and is up 210% year to date, making the $222 50-day moving average the smarter entry…
int. – Three customers control 59% of NBIS revenue while a $190 million GAAP net loss and $8 billion in first-half capex highlight serious execution risk. – At $259.20, Nebius Group (NASDAQ:NBIS) trades above Street consensus. The case for patience strengthened when the stock gapped +34.14% in a single session on the Q2 earnings report
Chasing a vertical spike into a name that has already tripled year to date rarely rewards latecomers. Nebius runs an AI cloud business renting GPU capacity to hyperscalers and enterprises. The Nebius AI Cloud segment generated $574.90 million of Q2 revenue and posted 514% YoY growth.
The company also holds TripleTen (edtech), Avride (autonomous delivery), Toloka, and a strategic stake in ClickHouse. The stock moved from roughly $83.71 at year-end 2025 to $259.20 on hyperscaler contracts, an NVIDIA equity investment, and a Q2 beat that vaporized short positioning. That trajectory makes the entry question difficult.