Nebius Group (NBIS) Projected to Release Earnings on Thursday

Nebius Group (NASDAQ:NBIS) is anticipated to issue its Q2 2026 results before the market opens on Thursday, August 6th. Analysts expect Nebius Group to announce earnings of ($0.6095) per share and revenue of $577.66 million for the quarter. Investors can check the company’s upcoming Q2 2026 earning results page for the latest details on the call scheduled for Wednesday, August 12, 2026 at 8:00 AM ET.

Nebius Group (NASDAQ:NBIS) last announced its earnings results on Thursday, May 14th. The company reported ($0.23) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.81) by $0.58. Nebius Group had a negative return on equity of 9.11% and a net margin of 95.27%.The company had revenue of $399.00 million for the quarter, compared to analyst estimates of $375.13 million. The company’s revenue was up 684.0% on a year-over-year basis. On average, analysts expect Nebius Group to post $-2 EPS for the current fiscal year and $-1 EPS for the next fiscal year.

Nebius Group Stock Down 12.7%

NASDAQ:NBIS opened at $148.22 on Thursday. The company has a quick ratio of 8.33, a current ratio of 8.33 and a debt-to-equity ratio of 1.16. The stock’s fifty day moving average is $226.62 and its two-hundred day moving average is $159.04. Nebius Group has a 52 week low of $50.10 and a 52 week high of $299.86. The stock has a market capitalization of $37.50 billion, a price-to-earnings ratio of 47.81 and a beta of 4.10.

Insider Activity at Nebius Group

In other news, Director Elena Bunina sold 10,894 shares of Nebius Group stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $206.87, for a total transaction of $2,253,641.78. Following the completion of the sale, the director directly owned 10,772 shares of the company’s stock, valued at approximately $2,228,403.64. The trade was a 50.28% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Arkadiy Volozh sold 46,627 shares of the business’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $235.45, for a total transaction of $10,978,327.15. Following the transaction, the chief executive officer owned 821,662 shares of the company’s stock, valued at approximately $193,460,317.90. The trade was a 5.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 668,405 shares of company stock worth $140,422,170 over the last ninety days.

Institutional Investors Weigh In On Nebius Group

Institutional investors have recently added to or reduced their stakes in the business. Parkside Financial Bank & Trust acquired a new position in Nebius Group in the fourth quarter valued at approximately $25,000. Sunbelt Securities Inc. acquired a new stake in Nebius Group during the third quarter worth approximately $54,000. Golden State Wealth Management LLC acquired a new stake in Nebius Group during the 4th quarter worth $43,000. Daiwa Securities Group Inc. purchased a new stake in shares of Nebius Group in the 2nd quarter valued at about $68,000. Finally, Southport Management L.L.C. purchased a new position in shares of Nebius Group during the third quarter worth approximately $168,000. Hedge funds and other institutional investors own 21.90% of the company’s stock.

More Nebius Group News

Here are the key news stories impacting Nebius Group this week:

• Positive Sentiment: Nebius said a Vera Rubin rack has gone live in Finland, marking progress in deploying next-generation AI infrastructure. The company also confirmed that it will release second-quarter 2026 results before the market opens on August 12, followed by a conference call. Nebius locks in Aug. 12 earnings date after Vera Rubin rack goes live in Finland
• Positive Sentiment: Bullish analysts highlighted Nebius’ shift toward higher-margin, full-stack AI cloud and platform services. Reported AI-cloud growth, strategic relationships with Microsoft and Meta, Nvidia backing, and contracted power capacity are viewed as potential supports for long-term expansion. Nebius: PaaS Power Over Agentic Bleed
• Neutral Sentiment: The August 12 earnings release is the next major catalyst. Investors will likely focus on revenue growth, customer commitments, utilization, margins, financing, and the company’s planned $20 billion–$25 billion capital investment. Nebius Group announces date of second quarter 2026 results and conference call
• Negative Sentiment: AI-cloud stocks sold off broadly as rising credit-default-swap costs signaled increased concern about credit risk, funding needs, and the sustainability of heavy infrastructure spending. Nebius’ high valuation and substantial planned capital expenditures make it particularly sensitive to shifts in investor risk appetite. Nebius Drops 10%, CoreWeave Sinks 9% as Rising Credit-Swap Costs Hit the AI Cloud Trade
• Negative Sentiment: Investors remain concerned that AI infrastructure demand may not translate into sufficiently high utilization and margins, while regulatory risks and competition from providers such as CoreWeave could pressure Nebius’ growth plans.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the company. Citigroup boosted their price objective on Nebius Group from $169.00 to $287.00 and gave the company a “buy” rating in a report on Friday, May 15th. Wall Street Zen raised Nebius Group from a “strong sell” rating to a “sell” rating in a research report on Saturday, May 16th. Citizens Jmp increased their target price on shares of Nebius Group from $175.00 to $270.00 and gave the stock a “market outperform” rating in a report on Thursday, May 14th. Morgan Stanley raised their price target on shares of Nebius Group from $126.00 to $144.00 and gave the company an “equal weight” rating in a research report on Thursday, May 14th. Finally, Freedom Capital upgraded shares of Nebius Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Three research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $222.15.

Nebius Group Company Profile

Nebius Group N.V., a technology company, builds intelligent products and services powered by machine learning and other technologies to help consumers and businesses navigate the online and offline world. The company’s services include Nebius AI, an AI-centric cloud platform that offers infrastructure and computing capability for AI deployment and machine-learning oriented solutions; and Toloka AI that offers generative AI (GenAI) solutions at every stage of the GenAI lifecycle, such as data annotation and generation, model training and fine-tuning, and quality assessment of large language model for accuracy and reliability.