Nebius Group (NBIS) Projected to Release Earnings on Thursday

Key Points

• Nebius is expected to report Q3 2026 results before market open on November 12. Analysts forecast a loss of $0.72 per share and revenue of about $907 million.
• In its previous quarter, the company posted a smaller-than-expected loss of $0.12 per share and revenue of $582.3 million, up 454% year over year.
• Analysts’ consensus rating is Moderate Buy, with an average price target of $239.56; views range from recent bullish upgrades to neutral and sell ratings.

Nebius Group (NASDAQ:NBIS - Get Free Report) is projected to release its Q3 2026 results before the market opens on Thursday, November 12th. Analysts expect Nebius Group to post earnings of ($0.7236) per share and revenue of $907.18 million for the quarter. Parties can check the company's upcoming Q3 2026 earnings report page for the latest details on the call scheduled for Thursday, November 12, 2026 at 8:00 AM ET.

Nebius Group (NASDAQ:NBIS - Get Free Report) last posted its earnings results on Thursday, August 13th. The company reported ($0.12) earnings per share for the quarter, topping analysts' consensus estimates of ($0.67) by $0.55. The company had revenue of $582.30 million during the quarter, compared to analyst estimates of $567.91 million. Nebius Group had a negative return on equity of 6.03% and a net margin of 4.55%. Nebius Group's revenue was up 454% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.38 earnings per share. On average, analysts expect Nebius Group to post ($3.19) EPS for the current fiscal year and ($2.37) EPS for the next fiscal year.

Nebius Group Stock Performance

Shares of NASDAQ NBIS opened at $141.52 on Thursday. Nebius Group has a 12-month low of $73.52 and a 12-month high of $299.86. The stock's fifty day simple moving average is $205.35 and its two-hundred day simple moving average is $177.49. The company has a quick ratio of 4.03, a current ratio of 4.03 and a debt-to-equity ratio of 0.82.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on NBIS shares. BNP Paribas Exane upgraded Nebius Group from a "neutral" rating to an "outperform" rating and upped their price objective for the stock from $260.00 to $399.00 in a research note on Thursday, September 24th. William Blair assumed coverage on shares of Nebius Group in a report on Wednesday, September 30th. They issued an "outperform" rating on the stock. DA Davidson reaffirmed a "neutral" rating and issued a $175.00 price objective on shares of Nebius Group in a research report on Thursday, August 13th. Truist Financial upgraded shares of Nebius Group to a "strong-buy" rating in a research note on Thursday, September 10th. Finally, Zacks Research upgraded shares of Nebius Group from a "hold" rating to a "strong-buy" rating in a research note on Monday, October 19th. Four research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $239.56.

Insiders Place Their Bets

In related news, CTO Danila Shtan sold 14,546 shares of Nebius Group stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $234.16, for a total transaction of $3,406,091.36. Following the completion of the sale, the chief technology officer owned 260,217 shares of the company's stock, valued at $60,932,412.72. The trade was a 5.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Wilson Boynton sold 7,260 shares of the company's stock in a transaction that occurred on Thursday, October 15th. The shares were sold at an average price of $177.63, for a total value of $1,289,593.80. Following the completion of the sale, the director owned 403,522 shares in the company, valued at approximately $71,677,612.86. This represents a 1.77% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders acquired 1,718 shares of company stock valued at $280,207 and sold 158,823 shares valued at $38,168,832.

Trending Headlines about Nebius Group

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

• Positive Sentiment: Nebius introduced live GPU spot pricing, reserve auctions and a capacity-rebate pilot, aiming to improve pricing transparency and manage infrastructure economics. It also expanded European AI-builder grants and funding, with support from NVIDIA. Article: Nebius Group Unveils Live GPU Pricing And Builder Grants In Europe
• Positive Sentiment: Citigroup kept a Buy rating while lowering its price target to $265 from $324, indicating the analyst still sees substantial upside despite a more cautious valuation. Article: Citigroup price target update
• Neutral Sentiment: A $3.5 billion senior secured facility from Citi provides capital for Nebius’s global AI capacity build-out, but borrowing also increases financing obligations as the company scales. Article: Nebius Stock Faces Election Driven AI Data Center Regulation Risks
• Negative Sentiment: Shares declined amid fears that Democratic election gains could bring tighter data-center rules. Investors are particularly focused on Texas, where a proposed moratorium could complicate expansion plans and power availability across the sector. Article: Nebius Sinks as Election Results Hit Neoclouds
• Negative Sentiment: The company’s ambitious AI-cloud growth targets require heavy investment, reliable capacity delivery and continued access to financing, heightening execution risk. A director’s reported stock sale may also weigh on sentiment, though it was small relative to his remaining holdings and made under a pre-arranged trading plan. Article: Nebius’s $9 Billion ARR Goal and Rebound Prospects

About Nebius Group

Nebius Group N.V. is a technology company focused on providing cloud infrastructure and services for artificial intelligence and machine learning applications. Through its Nebius AI division, the company offers access to high-performance computing, graphics processing units (GPUs), storage, networking, and related tools designed to help businesses and developers train, deploy, and operate AI models.

The company also operates or supports other technology businesses, including Toloka, an AI data and evaluation platform; TripleTen, an online education provider focused on technology careers; and Avride, a developer of autonomous driving and delivery technologies.

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