NBIS Nebius Group N.V.

NBIS Nebius Group N.V.

Communication Services · Internet Content & Information

Desk view

PassedIn-zone flag 19d stale (07-12, pre-unwind). One reversal week after the forced seller cleared is one bar, not a base (-17% 30d, weak-down). Lane thesis intact; re-arm on the first higher low. (2026-07-31)
Basis Open desk call ·Logged decision
Perspectives Spacex Ipo Liquidity Event
Updated

Market read

Scan convergence 1 scan as of 2026-08-17 1 bull converging

POC $96.70 · VWAP $142.60 · +88.5% vs 12m avg buyer

pullback vol: normalgaps: overnight-shiftchurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

11 related perspectives

Watchlists @ai-infrastructure@neoclouds

NBIS Price Structure

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Peers

Every watchlist NBIS belongs to, members best 30-day change first — NBIS highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@neoclouds
View watchlist →
NBIS+51.3% -3.2%1d +46.1%7d CBRS+45.8% +15.1%1d +9.3%7d CRWV+44.8% +0.7%1d +20.2%7d IREN+33.5% +1.9%1d +16.1%7d APLD+20.9% -0.1%1d +7.3%7d CIFR+5.3% +3.6%1d +13.4%7d GLXY+1.1% +1.0%1d +12.1%7d WULF-3.1% +1.3%1d +8.7%7d HUT-3.7% +3.0%1d +2.8%7d CORZ-3.9% -0.3%1d +3.3%7d
@ai-infrastructure
View watchlist →
NBIS+51.3% -3.2%1d +46.1%7d CBRS+45.8% +15.1%1d +9.3%7d CRWV+44.8% +0.7%1d +20.2%7d CRDO+39.5% +8.8%1d +17.8%7d TER+37.5% +5.8%1d +21.4%7d LITE+32.2% +4.6%1d +19.1%7d NTAP+24.6% -1.4%1d +2.8%7d DELL+21.3% -2.2%1d +4.8%7d ANET+19.7% +1.5%1d +5.4%7d MU+19.2% +4.1%1d +17.5%7d SMR+19.0% -2.1%1d +0.1%7d FCX+17.1% +2.8%1d -3.0%7d WOLFE+17.0% +10.0%1d +19.2%7d EME+15.9% +3.1%1d +6.6%7d PWR+14.9% +5.3%1d +9.3%7d ETN+14.1% +0.9%1d +2.4%7d DLR+13.8% -1.1%1d +3.5%7d APH+13.0% +2.3%1d +1.9%7d CLS+13.0% +1.6%1d +8.1%7d FIX+12.4% +6.0%1d +12.4%7d GLW+12.0% +4.3%1d +9.8%7d SCCO+11.3% +4.0%1d -4.0%7d CEG+10.2% -1.5%1d +2.9%7d JCI+9.6% +0.2%1d +2.2%7d AIQ+9.0% -0.3%1d +0.8%7d INTC+8.9% +1.0%1d +6.1%7d EQIX+7.6% -0.4%1d +5.2%7d TEL+6.9% +0.5%1d +1.4%7d SMH+6.8% +1.1%1d +4.3%7d OKLO+6.7% -1.1%1d -1.4%7d NOK+6.5% +0.2%1d +18.4%7d OSS+6.5% -1.3%1d +6.5%7d ERIC+3.6% -1.0%1d +2.0%7d GNRC+3.0% +0.9%1d +7.4%7d FSLR+2.8% -3.4%1d -8.9%7d AMT+1.3% -1.9%1d +1.9%7d TT+1.1% -1.0%1d -0.3%7d ECL+1.1% -0.1%1d -3.0%7d VRT+1.0% -0.5%1d +8.3%7d CAT+0.3% +2.9%1d +5.2%7d AWK+0.1% -1.4%1d -0.8%7d NEE-2.9% 0.0%1d +1.8%7d FFIV-3.3% -1.9%1d -3.5%7d VMC-3.5% -1.4%1d -2.5%7d TLN-4.2% -1.6%1d +4.0%7d MLM-4.3% -1.7%1d -1.9%7d XYL-4.3% -1.9%1d -3.0%7d ON-4.6% +0.9%1d +4.5%7d MOD-5.5% +3.5%1d +13.4%7d VST-6.0% -1.4%1d +2.3%7d BRUN-7.3% -1.3%1d +29.4%7d ICHR-13.3% +1.1%1d +11.1%7d EXTR-20.0% -0.5%1d +3.2%7d ATEN-23.9% -0.2%1d -3.5%7d

Next earnings NBIS reports in 84 days Nov 10

Last report Aug 6

This record was mis-dated.** No Nebius report landed on or around August 6: the desk's financial sources had no covering filing then (which is why this record sat "actuals pending"), and same-day coverage on August 12 places the actual second-quarter report on **August 12, 2026** — recorded in its own event (2026-08-06 was a provider calendar-date error, t...

full note →

Against street estimates

How NBIS's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 10 quarters · newest report Aug 12 · projection Aug 17

Result
Aug 12 -0.86-0.68+21.2%Beat
May 13 -0.712.11+396.1%Beat
Feb 12 -0.60-0.99-63.1%Miss
Nov 11 '25 -0.39-0.47-20.3%Miss
Aug 7 '25 -0.412.45+697.1%Beat
May 20 '25 -0.44-0.39+12.7%Beat
Feb 20 '25 -0.39-0.37+4.8%Beat
Nov 3 '22 0.190.22+13.5%Beat

Recent news

Headlines about NBIS from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 5 days ago · Aug 13

NBIS research tape

63 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-08-17 scan Monster Scan — 2026-08-14 deep dive Nebius Surged 34% as Contract Economics Improved—Now the 5 GW Build Has to Deliver scan Monster Scan — 2026-08-13 brief The Tape Pays Surprise, Not Results: Nebius +34%, Cerebras −14%, Same Headline
Types
Aug 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Deep Dive Nebius Surged 34% as Contract Economics Improved—Now the 5 GW Build Has to Deliver
NBIS
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Article The Tape Pays Surprise, Not Results: Nebius +34%, Cerebras −14%, Same Headline
NBISCRWVCBRSIREN
Aug 12 Catalyst NBIS earnings
NBIS
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 6 Catalyst NBIS earnings — 2026-08-06 (CORRECTION: no report landed on this date)
NBIS
Aug 5 Market Brief Fear Disarms Into the Week's Biggest Print Wall
AGROAMBAAMPARESARKGATKRSPCXPLTR +4 more
Aug 4 Market Signal AI Hardware Entry Cluster Fires — Flow Signal
TERCBRSSKHYNVDAARMNBIS
Aug 3 Market Brief The Tape Turned, Then Palantir Answered
ACHCANDEBKDCAKECECOCLDXAGMCDNA +4 more
Jul 31 Article One Seller: Anatomy of the AI Whiplash
MUSNDKSKHYNBISCRWVEWYBESTX#memory-supercycle +1 more
Jul 31 News KOSPI's largest one-day gain in history; the unwind's anatomy gets numbers — captured 2026-07-31 EOW
EWYSKHYMUSNDKNBISCRWVBE#memory-supercycle
Jul 30 News The buyer has a name: Citadel takes the Situational Awareness book — WSJ/Reuters, captured 2026-07-30 EOD
SNDKMUSKHYCRWVNBISADBE#memory-supercycle
Jul 30 Article The Forced Seller Has a Name: Situational Awareness Dumps Its Entire Public Book
SNDKMUNBISCRWVADBESKHY#memory-supercycle
Jul 30 News Situational Awareness forced unwind — CNBC/FT, captured 2026-07-30
SNDKMUNBISCRWVADBESKHY#memory-supercycle
Jul 25 Market Brief The War Bid Arrives, the Havens Don't
ALKALLYAMDARKWAROCARWMXLARM +4 more
Jul 23 Market Brief The capex bill lands and the rotation stops hiding
ABNBADIEAMGNAMVMFANDEAPOMXLARM +4 more
Jul 22 Reddit u/aperartnft — NVDA's 9.3% Nebius stake: guaranteed customer or circular financing
NVDANBIS
Jul 22 Market Brief The tape sells software and buys scarcity
ABNBADIEAMGNAMVMFANDEAPONVDAARM +4 more
Jul 13 Market Brief Biotech's Two Tiers, and Korea's Trap
ARGXARKQAVTAVTRBOTZCSCOCGNXLASR +4 more
Jul 11 Scan AI Infrastructure Scan
CEGVSTTLNOKLOSMRNEEFSLRVRT +4 more
Jul 8 Article The AI-Compute Landlords Are All On Sale — Only Two Balance Sheets Deserve the Dip
IRENNBISWULFAPLDCRWVCIFRHUTCORZ#ai-power-bottleneck
Jul 6 Investigation the AI buildout has two physical layers, and the market prices them very differently
GEVETNNEEENSIRENHUTBITFAPLD +3 more
Jul 2 Tweet long $NBIS, doubled the dip: hyperscaler excess-compute neocloud thesis
NBIS#ai-capex-digestion
Jul 1 Investigation Neocloud demand absorption vs AI capex digestion
NBISIRENCRWVCORZAPLDMETA#ai-capex-digestion#ai-power-bottleneck
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 26 Update NVDA — candidate.roundup
NVDAAVGOMRVLALABCRDOAMDASMLAMAT +3 more
Jun 25 Update NVDA — candidate.roundup
NVDAAVGOMRVLALABCRDOAMDASMLAMAT +3 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 20 Article SpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8)
SPCXNBISCRWVCORZIRENAPLDNVDAMSFT#spacex-ipo-liquidity-event +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 2 Investigation xAI (SpaceX AI segment) S-1/A crosswalk read — first application of the AI-lab S-1 thesis crosswalk playbook
SPCXNVDAMSFTGOOGLAMZNINTCTSLANBIS#ai-power-bottleneck#ai-power-delivery#optical-supercycle#memory-supercycle +2 more
Jun 2 Investigation AI mega-IPO issuance-surge base rate — does an IPO wave at all-time highs predict a market top
SPCXQQQSPYNVDANBISCRWVCORZIREN#spacex-ipo-liquidity-event +1 more
Jun 2 Analysis Thread: AI mega-IPO / Fast Entry liquidity regime
SPCXNVDAMSFTGOOGLAMZNMETANBISCRWV#spacex-ipo-liquidity-event#ai-power-bottleneck +4 more
Jun 2 Reference AI-Lab S-1 → Thesis Crosswalk Playbook
NVDAMSFTGOOGLAMZNNBISCRWVCORZIREN#ai-power-bottleneck#ai-power-delivery#optical-supercycle#memory-supercycle +1 more
Jun 1 Source The biggest mistake I’ve ever made in my investing/trading journey was selling c
NBIS
Jun 1 Source $NVDA Vera CPU partner list from GTC Taipei. Early Adopters: OpenAI, Anthropic,
NVDANBISORCLCRWVDELLHPESMCISNX
Jun 1 Source Macron announces that $NBIS invests €8B to build out AI Cloud Infrastructure in
NBIS
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 27 Investigation Anthropic-SpaceX $15B/yr Cloud Services Contract
SPCXGOOGLAMZNMSFTORCLNVDAAVGONBIS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery +4 more
May 26 Investigation SpaceX IPO Deep Dive: Separate Trades + the Oxygen Question
SPCXECHOSTMLINAPDNOCRKLBASTS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
May 23 Source This month has been insane for callouts. We are big green on. $BB $NOK $PENG $KE
BBNOKPENGKEELAMPGINFQOPTXHLIT +2 more
May 22 Source What’s one stock that no one’s talking about yet that you think will skyrocket i
NOKBBSHAZNBISMU
May 22 Source $MEME Great proxy for risk on/off in high beta land. Top Holdings ~ $AAOI $ASTS
MEMEAAOIASTSAPLDSNDKBEIRENIONQ +3 more
May 19 Source $IREN back down -34% from $70 to $46. I wonder if one of the dumbest communities
IRENNBIS
May 19 Source WHAT A RECOVERY BY $NBIS This is why you don’t panic sell.
NBIS
May 19 Source The same people who were saying $NBIS was going straight to $300 are now freakin
NBIS
May 19 Source Let me show you the path to $500 billion for $NBIS. And I think it is more reali
NBIS
May 13 Catalyst NBIS earnings
NBIS
May 5 Source I love selling covered calls. But… Sometimes you get COOKED. Do not sell covered
NBIS
May 4 Source Nothing feels better than your thesis on a stock playing out… $NBIS TO THE MOON
NBIS
May 4 Source Glad to see $NBIS finally return 100%+ since my original thesis post back at ~$8
NBIS
May 4 Source Rough day for most stocks in my portfolio but these few are holding it up. $NBIS
NBISDRAMKEEL
May 4 Source hell yea $NBIS
NBIS
Apr 28 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 26 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 23 Source @CKCapitalxx — 2030 Conviction Book (11 names)
ASTSNBISBEAVEXEOPSFKRKNFKEELCOHR +3 more
Apr 11 Source Follows Roundup
AAOIAEHRAMKRAMZNAXTICIENCLSCOHR +4 more
Apr 11 Source Photonics Scorecard — YTD Multi-Baggers — @aleabitoreddit
AXTIAAOISIVELITEIQEAEHRCRCLEWY +4 more
Apr 9 Source @aleabitoreddit — 30 random US stocks I like today and why
INTCMRVLTSMCOHRRKLBDRAMAVGOAMZN#optical-supercycle#ai-power-bottleneck#gulf-infrastructure-strike#war-ends-playbook#protein-economy +5 more