Nebius Group (NBIS) Projected to Post Quarterly Earnings on Wednesday

Nebius Group (NASDAQ:NBIS) is anticipated to announce its Q1 2026 results before the market opens on Wednesday, May 13th. Analysts expect the company to announce earnings of ($0.81) per share and revenue of $375.1260 million for the quarter. Parties can find conference call details on the company’s upcoming Q1 2026 earning report page for the latest details on the call scheduled for Wednesday, May 13, 2026 at 8:00 AM ET.

Nebius Group (NASDAQ:NBIS) last posted its quarterly earnings data on Thursday, February 12th. The company reported ($0.69) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.42) by ($0.27). The business had revenue of $227.70 million during the quarter, compared to analysts’ expectations of $246.05 million. Nebius Group had a negative return on equity of 11.71% and a net margin of 19.02%. 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 Performance

NASDAQ NBIS traded up $15.24 during trading hours on Wednesday, hitting $191.16. 10,750,391 shares of the company’s stock traded hands, compared to its average volume of 15,325,865. The company has a current ratio of 3.08, a quick ratio of 3.08 and a debt-to-equity ratio of 0.89. The business’s fifty day moving average price is $122.29 and its two-hundred day moving average price is $106.24. The firm has a market capitalization of $48.14 billion, a P/E ratio of -130.61 and a beta of 4.03. Nebius Group has a 52 week low of $26.26 and a 52 week high of $194.44.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the company. Morgan Stanley started coverage on Nebius Group in a research note on Thursday, January 15th. They set an “equal weight” rating and a $126.00 price objective for the company. Wolfe Research started coverage on shares of Nebius Group in a report on Thursday, April 16th. They set a “peer perform” rating on the stock. BWS Financial upped their price target on shares of Nebius Group from $130.00 to $200.00 and gave the stock a “buy” rating in a research report on Monday, March 16th. Freedom Capital cut shares of Nebius Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. Finally, Compass Point began coverage on shares of Nebius Group in a research report on Wednesday, February 18th. They set a “buy” rating and a $150.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $154.75.

Key Stories Impacting Nebius Group

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

• Positive Sentiment: Nebius agreed to acquire Eigen AI for about $643 million to add model‑optimization and inference technology to its Token Factory platform and expand U.S. engineering presence — a deal investors view as accelerating Nebius’s ability to capture production AI workloads. Read More.
• Positive Sentiment: Strong AI tailwinds, large contracted backlog and recent financing have improved revenue visibility and attracted bullish analyst/media coverage, supporting the recent run-up. Read More.
• Neutral Sentiment: Insider selling: Director Elena Bunina sold 5,882 shares under a pre‑arranged Rule 10b5‑1 plan; the trade reduces her stake but was disclosed and appears plan‑driven rather than a new red flag. Read More.
• Neutral Sentiment: Near‑term catalyst: Q1 earnings are due May 13 — results and management commentary on ARR, hyperscaler deployments and Eigen integration timing could produce pronounced volatility. Read More.
• Negative Sentiment: CapEx funding and cash flow are key concerns: FY25 operating cash flow was modest (~$402M, boosted by large customer advances), and management’s plan to rely on contract cash flows for ~60% of 2026 CapEx implies substantial additional funding needs that could lead to dilution or refinancing risk. Read More.
• Negative Sentiment: High expectations and rapid share gains raise execution risk: missed ARR/cash‑flow targets or delays integrating Eigen could trigger sharp pullbacks given elevated implied valuation and the stock’s high beta. Read More.

Insider Activity

In related news, CEO Arkadiy Volozh sold 33,358 shares of Nebius Group stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $103.73, for a total transaction of $3,460,225.34. Following the sale, the chief executive officer owned 868,289 shares of the company’s stock, valued at approximately $90,067,617.97. This trade represents a 3.70% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CRO Marc Boroditsky sold 4,500 shares of the business’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $160.10, for a total value of $720,450.00. Following the completion of the transaction, the executive directly owned 42,162 shares in the company, valued at approximately $6,750,136.20. This represents a 9.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 135,622 shares of company stock valued at $15,672,341 in the last three months.

Hedge Funds Weigh In On Nebius Group

Hedge funds have recently modified their holdings of the stock. Invesco Ltd. boosted its position in shares of Nebius Group by 12.6% during the fourth quarter. Invesco Ltd. now owns 2,731,790 shares of the company’s stock worth $228,664,000 after acquiring an additional 305,007 shares during the last quarter. Axxcess Wealth Management LLC increased its holdings in Nebius Group by 54.1% in the 4th quarter. Axxcess Wealth Management LLC now owns 35,278 shares of the company’s stock valued at $2,953,000 after acquiring an additional 12,388 shares during the last quarter. Corient Private Wealth LLC lifted its stake in Nebius Group by 3,227.9% in the 4th quarter. Corient Private Wealth LLC now owns 89,787 shares of the company’s stock worth $7,516,000 after purchasing an additional 87,089 shares in the last quarter. Creek Drive Management Group LLC purchased a new stake in Nebius Group in the 4th quarter worth $2,829,000. Finally, Mackenzie Financial Corp bought a new position in shares of Nebius Group during the 4th quarter valued at about $1,263,000. Hedge funds and other institutional investors own 21.90% of the company’s stock.

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.