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NBIS Nebius Group N.V.

NasdaqResearch view

Nebius Group N.V. operates in the Services-Computer Programming, Data Processing, Etc. industry.

$165.47−12.18%

Oct 16 close · 1D EOD · Databento

TechnologyServices-Computer Programming, Data Processing, Etc.Large-capSEC EDGAR FY 2025-12-31

On the Wire · latest 2

All stories →

Aug 21 · Yahoo FinanceNebius raises $5B convertible bond to expand AI compute capacityNebius is raising $5B through a convertible bond as demand for AI compute accelerates. The financing expands its capacity-building resources but introduces future dilution and execution risk for NBIS shareholders.−0.45% next close
Jul 1 · MarketWatchCoreWeave, Nebius shares tumble as Meta stands to become a fresh threat in the cloudMeta is reportedly exploring monetization of its massive AI infrastructure build-out, potentially entering the third-party cloud market and directly challenging neocloud providers like CoreWeave and Nebius. The threat of a hyperscaler-scale competitor with Meta's $200B+ revenue base and existing GPU clusters rattles the neocloud valuation premise of scarcity-driven pricing power.

On the Wire · latest 2

All stories →

What happened

Daily closes · dots are Wire stories

1 story has a settled receipt so far (1 on the Wire). The record starts speaking at three.

What’s next

No earnings release for NBIS is on file with the SEC.

DateEventSourceNext close

Aug 21Nebius (NBIS) Raises $5B Convertible Bond As AI Compute Demand SurgesYahoo FinanceYahoo Finance−0.45%

Next close = the first close after the event against the close before it. Prior-session closes only; not a call, not advice.

What happened · big days

20 big days in a year, and what we hold on each

A big day is a close more than 12.22% from the one before, three times NBIS’s median day (4.07%). On 0 of the 20, its peer group moved the same way at least half as far. We show what we hold. We never name a cause.

every other trading daya big day, numbered in the list below±12.22%Hover a bar for its day. Click a big day to open it.

Shaded: since our stories began, Jun 10. Tap a bar for its day.

#DayNBISWhat we hold that dayGroup (median of 4) · each

1 Dec 19, 2025+14.56%
Before our storiesgroup +1.0%, did not move with it
1Dec 19, 2025+14.56%
Before our stories
+1.0% did not move with itAPP +3.9 · GOOGL +1.6 · ZM +0.5 · META −0.8
2 Feb 6, 2026+16.56%
Before our storiesgroup +1.1%, did not move with it
2Feb 6, 2026+16.56%
Before our stories
+1.1% did not move with itAPP +8.4 · ZM +3.5 · META −1.3 · GOOGL −2.5
3 Feb 27, 2026−13.05%
Before our storiesgroup −1.7%, did not move with it
3Feb 27, 2026−13.05%
Before our stories
−1.7% did not move with itAPP −2.3 · ZM −2.1 · META −1.3 · GOOGL +1.4
4 Mar 4, 2026+12.65%
Before our storiesgroup +4.0%, did not move with it
4Mar 4, 2026+12.65%
Before our stories
+4.0% did not move with itAPP +10.0 · ZM +6.2 · META +1.9 · GOOGL −0.1
5 Mar 11, 2026+16.14%
Before our storiesgroup −0.1%, did not move with it
5Mar 11, 2026+16.14%
Before our stories
−0.1% did not move with itGOOGL +0.5 · META +0.1 · ZM −0.4 · APP −3.3
6 Mar 16, 2026+14.96%
Before our storiesgroup +1.1%, did not move with it
6Mar 16, 2026+14.96%
Before our stories
+1.1% did not move with itMETA +2.2 · ZM +1.2 · GOOGL +1.1 · APP −1.2
7 Mar 31, 2026+12.46%
Before our storiesgroup +5.9%, did not move with it
7Mar 31, 2026+12.46%
Before our stories
+5.9% did not move with itAPP +7.0 · META +6.7 · GOOGL +5.1 · ZM +2.2
8 May 4, 2026+14.20%
Before our storiesgroup +1.7%, did not move with it
8May 4, 2026+14.20%
Before our stories
+1.7% did not move with itAPP +3.3 · ZM +3.1 · META +0.3 · GOOGL −0.6
9 May 13, 2026+15.72%
Before our storiesgroup +0.9%, did not move with it
9May 13, 2026+15.72%
Before our stories
+0.9% did not move with itGOOGL +3.9 · META +2.3 · ZM −0.5 · APP −7.6
10 May 21, 2026+14.65%
Before our storiesgroup +0.0%, did not move with it
10May 21, 2026+14.65%
Before our stories
+0.0% did not move with itAPP +0.8 · META +0.4 · GOOGL −0.3 · ZM −2.7
11 Jun 1, 2026+14.46%
Before our storiesgroup −0.5%, did not move with it
11Jun 1, 2026+14.46%
Before our stories
−0.5% did not move with itZM +9.9 · APP +0.1 · GOOGL −1.0 · META −5.1
12 Jun 5, 2026−12.27%
Before our storiesgroup −2.2%, did not move with it
12Jun 5, 2026−12.27%
Before our stories
−2.2% did not move with itMETA −5.5 · ZM −3.4 · GOOGL −1.0 · APP −0.3
13 Jul 1, 2026−17.01%
Nothing on NBISgroup +6.6%, did not move with it
13Jul 1, 2026−17.01%
Nothing on NBISNo NBIS story, brief or results filing in our record that day
+6.6% did not move with itGOOGL +1.1 · ZM +4.4 · META +8.8 · APP +9.6
14 Jul 16, 2026−13.90%
Nothing on NBISgroup −3.3%, did not move with it
14Jul 16, 2026−13.90%
Nothing on NBISNo NBIS story, brief or results filing in our record that day
−3.3% did not move with itGOOGL −4.4 · APP −4.0 · META −2.5 · ZM +0.3
15 Jul 21, 2026+18.78%
Nothing on NBISgroup −0.8%, did not move with it
15Jul 21, 2026+18.78%
Nothing on NBISNo NBIS story, brief or results filing in our record that day
−0.8% did not move with itAPP +1.0 · META −0.3 · ZM −1.3 · GOOGL −1.4
16 Jul 24, 2026−15.02%
Nothing on NBISgroup −0.5%, did not move with it
16Jul 24, 2026−15.02%
Nothing on NBISNo NBIS story, brief or results filing in our record that day
−0.5% did not move with itMETA −1.8 · APP −1.7 · GOOGL +0.7 · ZM +4.6
17 Jul 29, 2026−12.65%
Nothing on NBISgroup −0.2%, did not move with it
17Jul 29, 2026−12.65%
Nothing on NBISNo NBIS story, brief or results filing in our record that day
−0.2% did not move with itAPP −4.5 · META −1.3 · GOOGL +0.9 · ZM +1.0
18 Jul 30, 2026+27.13%
Nothing on NBISgroup −0.5%, did not move with it
18Jul 30, 2026+27.13%
Nothing on NBISNo NBIS story, brief or results filing in our record that day
−0.5% did not move with itAPP +1.1 · ZM −0.1 · GOOGL −0.9 · META −8.0
19 Aug 6, 2026−13.29%
Nothing on NBISgroup −0.6%, did not move with it
19Aug 6, 2026−13.29%
Nothing on NBISNo NBIS story, brief or results filing in our record that day
−0.6% did not move with itAPP −19.7 · GOOGL −1.3 · META +0.2 · ZM +0.7
20 Aug 12, 2026+34.14%
Nothing on NBISgroup −2.1%, did not move with it
20Aug 12, 2026+34.14%
Nothing on NBISNo NBIS story, brief or results filing in our record that day
−2.1% did not move with itGOOGL −0.1 · ZM −0.9 · META −3.4 · APP −4.7

A story on the same day is not a cause, and a group move is not proof either. Group: the median of GOOGL, META, APP and ZM that day, the largest companies in NBIS’s SEC industry; “moved with NBIS” means the same direction and at least half the size.

The numbers · FY2025, filed

SEC EDGAR

Market cap$41.0B

Revenue$529.8M+479.00%

Net income$82.5M

EPS, diluted$0.33+114.50%

Operating margin-115.5%

Return on equity1.8%

Debt / equity0.90

All filed figures

Snapshot

SEC EDGAR · FY 2025-12-31

SectorTechnology

Market Cap$41.0B

Enterprise Value$41.4B

Income$82.5M

Sales$529.8M

Book/sh—

Cash/sh—

Dividend TTM—

Payout—

Employees—

IPO—

Quick Ratio2.93

Current Ratio3.08

Debt/Eq0.90

EPS (ttm)$0.33

EPS this Y114.5%

EPS past 3/5Y-40.8%

Sales past 3/5Y239.8%

EPS Y/Y TTM114.5%

Sales Y/Y TTM479.0%

Shs Outstand—

ROA0.7%

ROE1.8%

ROIC-8.7%

Gross Margin—

Oper. Margin-115.5%

Profit Margin15.6%

Every figure here is filed with the SEC. Valuation and estimate metrics (P/E, PEG, EV/EBITDA, price targets, forward EPS) are omitted until our market-data feed is licensed for display — we’d rather show fewer numbers than blank ones. Deeper lines (cash flow, balance sheet) below.

Revenue by fiscal year

$4.8B

FY21

$13.5M

FY22

$118.2M

FY23

$91.5M

FY24

$529.8M

FY25

Operating leverage — margins

GrossOperatingNet

Financials, annual · income and cash flowSEC EDGAR · open ▸

Financials — annual

SEC EDGAR · last 5 FY · tap a row to explain it

USD	FY2021	FY2022	FY2023	FY2024	FY2025
Revenue	$4.8B	$13.5M	$118.2M	$91.5M	$529.8M
Gross Profit	—	—	—	—	—
Operating Income	$-178.7M	$-158.0M	$-285.7M	$-399.6M	$-611.7M
Net Income	$-197.2M	$745.6M	$241.3M	$-641.4M	$82.5M
Diluted EPS	$-0.54	$1.59	$0.65	$-2.28	$0.33
Operating Cash Flow	$125.1M	$697.0M	$829.8M	$245.6M	$384.8M
Free Cash Flow	$-475.5M	$682.4M	$746.9M	$-561.9M	$-3.7B

Same industry

NBIS against four same-industry peers, a year at 100

NBIS is up 45.9% in a year. All four did less: Alphabet (+34.5%), Zoom Communications (+17.7%), Meta Platforms (−1.1%) and AppLovin (−55.6%). Weekly closes, Oct 17, 2025 = 100, on a log scale, so the same percentage move is the same height on every line.

Share this chart

NBIS +45.9%. Alphabet +34.5%, Zoom Communications +17.7%, Meta Platforms −1.1%, AppLovin −55.6%. Weekly closes, Oct 17, 2025 = 100, log scale.

Share this chart

End-of-day closes (Databento EOD), the last close of each week. The four peers are the largest US-listed companies by market value in NBIS’s SEC industry (Services-Computer Programming, Data Processing, Etc.) with a year of closes. It shows what the closes did; a move here is not a cause, a forecast or a call.

Same industry

In the screener →

GOOGL$4.17T META$1.83T APP$91.0B ZM$28.9B PINS$15.1B FLUT$13.1B DOCN$11.6B TEM$11.3B

Follow the news. Track the move.

NBIS story timeline

Company updates and connected market context, with the dated price move attached.

Stories

Direct

Sector context/Financing

Aug 21

Nebius raises $5B convertible bond to expand AI compute capacity

Nebius is raising $5B through a convertible bond as demand for AI compute accelerates. The financing expands its capacity-building resources but introduces future dilution and execution risk for NBIS shareholders.

Since story

-24.5%

2026-08-21 → 2026-10-16

Yahoo Finance · 58d ago

View both sides →

Sector context/Market context

Jul 1

CoreWeave, Nebius shares tumble as Meta stands to become a fresh threat in the cloud

Meta is reportedly exploring monetization of its massive AI infrastructure build-out, potentially entering the third-party cloud market and directly challenging neocloud providers like CoreWeave and Nebius. The threat of a hyperscaler-scale competitor with Meta's $200B+ revenue base and existing GPU clusters rattles the neocloud valuation premise of scarcity-driven pricing power.

Since story

-27.8%

2026-07-01 → 2026-10-16

MarketWatch · 109d ago

View both sides →

Follow the news. Track the move.

NBIS story timeline

Company updates and connected market context, with the dated price move attached.

Stories

Direct

Sector context/Financing

Aug 21

Nebius raises $5B convertible bond to expand AI compute capacity

Price history unavailable

Yahoo Finance · 58d ago

View both sides →

Sector context/Market context

Jul 1

CoreWeave, Nebius shares tumble as Meta stands to become a fresh threat in the cloud

Price history unavailable

MarketWatch · 109d ago

View both sides →

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Fundamentals sourced from SEC EDGAR filings (public domain). For informational purposes only. Not investment advice.