NBIS earnings — 2026-08-12

Nebius Group's second-quarter report landed August 12. Coverage dated the same day (Google Finance) says the stock surged following a strong second-quarter earnings report that exceeded top-line estimates, with the beat attributed to AI computing demand and major cloud contracts, and analysts projecting continued growth. That is the only substantive same-day source in the desk's pull — direction (top-line beat, positive reaction) is well-supported by it; specific EPS/revenue figures and the surprise magnitude were not stated and remain pending until a filed quarter or fuller coverage arrives.

Into the print, the stock closed August 11 at $193.23 after a volatile stretch — a run to $225.74 on August 4 followed by a three-session slide to $184.11 on August 10. The settled reaction: +34.1% to a $259.20 close on August 12 (desk summaries, 2026-08-12 bar) — the print gapped the stock through and far past the $217 fifty-day-reclaim entry the AI-compute-landlords desk call had flagged in-zone since mid-July.

Note: a mis-dated calendar row also generated a false "report landed around 2026-08-06" record for this same quarter — corrected in that event (2026-08-06-nbis-earnings). This event is the actual Q2 print.

Filled 2026-08-12 from the same-day news pull (single-source caveat: Google Finance summary). Actuals pending — revisited when the filing or fuller coverage lands.