Nebius Aktie News

Nebius grew revenue in the third quarter by 355% year over year. The company's adjusted net losses also grew significantly.

Nebius Group stock rose 65.7% and fell 6.2% within the same month of September 2025, showcasing extreme volatility. The artificial intelligence (AI) infrastructure specialist kept the sudden swings coming in October, too.

Class A shares of the Alger Dynamic Opportunities Fund underperformed the S&P 500 Index during the third quarter of 2025. Long positions AppLovin Corp., Nebius Group N.V., and Talen Energy Corp were among the top contributors to performance. Long positions James Hardie Industries, TransDigm Group Incorporated, and Netflix, Inc. were among the top detractors from performance.

Nebius Group's Q3 2025 revenue reached $146 million, up 355% year over year, with 90% coming from the core infrastructure segment. NBIS signed major agreements with Microsoft ($17–19B) and Meta ($3B), reinforcing credibility among top global tech firms. Expanding capacity from 1 to 2.5 gigawatts by 2026, supported by a $5 billion investment and a balanced financing plan.

Nebius delivered exceptional Q3 results, with 355% YoY revenue growth and strong guidance for $7-$9 billion ARR by the end of 2026. Despite a slight revenue miss and dilution risk from a share offering, NBIS is undervalued, trading below $100 after a sector pullback. NBIS stands out with its integrated AI stack, enterprise-grade Aether platform, and Token Factory, securing major deals with Open...

Nebius Group ( NASDAQ:NBIS ) was pulled out of obscurity earlier this year when Nvidia ( NASDAQ:NVDA ) revealed its hidden investment portfolio had taken a stake in the AI data center stock.

The contracted hyperscaler deals (Microsoft $17.8B, Meta $2.9B) and 2026 ARR guidance of $7–9B make the recent 18% post-earnings selloff look unjustified. Q3 looked solid to me: revenue grew 39% qoq to $146.1M despite a $10M consensus miss, adjusted EBITDA loss narrowed to $5.2M, while CapEx jumped to $955.5M for the buildout. The key risk, in my view, is execution on the Microsoft $17.4–19.4B ...

Nebius is rapidly expanding its AI infrastructure, securing major deals with Meta and Microsoft, and launching innovative cloud platforms. NBIS's asset-heavy, capital-intensive model requires disciplined execution, but management's strategic CapEx approach mitigates overspending risks. Despite mixed Q3 results and high valuation multiples, NBIS demonstrates strong revenue growth, narrowing loss...