NBIS Nebius Group N.V.
What matters nowUpdated 6 h ago
- On October 1, 2026, Nebius acquired Inferize, a young inference-optimization company founded in January 2026, and is folding its technology and team into Token Factory to cut cold starts and idle GPU time; the price was not disclosed 1.
- COO and executive director Ophir Nave sold 500,000 Class A shares on October 5, 2026, at about $230.67 to $243.72, under a Rule 10b5-1 plan adopted May 22, 2026, and kept 454,685 shares 2. Over the past 180 days insiders sold 1.35 million shares worth about $301.8 million in 26 sales, 17 of them planned, and bought none.
- Pooled 24/7 venue price: $204.32, down 1.66% from the previous close of $207.77. Recent moves were -7.83% on October 12 (z-score -2.04), -7.44% on October 8, -4.59% on October 7 and +6.97% on October 6.
- Revenue for the trailing twelve months to December 31, 2025 was $529.8 million, up 479% y/y, with a 68.6% gross margin, a -115.5% operating margin and free cash flow of -$3.68 billion; at a $51.7 billion market cap the stock trades at 97.5 times sales. The AI cloud business reported Q2 2026 revenue of $574.9 million, up 514% y/y, and $3.0 billion of ARR.
- Next: Q3 2026 results are expected on November 11, 2026. The target is 5 GW of contracted power by December 31, 2026, and second Meta capacity is expected online in early 2027. Polymarket odds for the October Fed meeting are 81.5% for no change and 17.5% for a 25 bp hike, and September CPI is due October 14.
Valuation & fundamentalsFull financials →
TTM through 2025-12-31 from SEC filings. Ratios use our pooled 24/7 price. Quarterly statements →
Every venue
| Venue | Price | vs pool | 24h vol | Open int. | Funding 8h |
|---|---|---|---|---|---|
| binance perp NBISUSDT · just now | 208.78 | 0.00% | $62.2M | $20.0M | 0.0050% |
| hyperliquid perp xyz:NBIS · just now | 208.54 | −0.11% | $18.7M | $34.4M | 0.0212% |
| okx perp NBIS-USDT-SWAP · just now | 208.74 | −0.02% | $9.4M | $4.3M | 0.0222% |
| bitget perp NBISUSDT · just now | 208.90 | +0.06% | $6.5M | $2.2M | 0.0216% |
| bybit perp NBISUSDT · just now | 208.70 | −0.04% | $5.6M | $7.0M | 0.0273% |
| hyperliquid perp io:NBIS · just now | 208.65 | −0.06% | $3.4M | $7.4M | 0.0428% |
| lighter perp 189 · just now | 208.60 | −0.09% | $1.2M | $616.1K | 0.0280% |
| aster perp NBISUSDT · just now | 208.70 | −0.04% | $304.0K | $235.7K | 0.0000% |
| kraken perp PF_NBISUSD · stale | 207.58 | −0.57% | $260.5K | $74.5K | 0.0548% |
Pooled price = volume-weighted median of venues within 2% of each other. Venue markets for stocks, indices and gold are 24/7 perpetual contracts; they track but are not the official exchange price.
Open interest, 120 days
US$ millions, all venues
Funding, 120 days
Annualised %, OI-weighted. Positive: longs pay shorts.
NewsAll news →
COO Ophir Nave sells 500,000 Class A shares under a 10b5-1 plan
Nebius COO and executive director Ophir Nave sold 500,000 Class A shares on October 5, 2026, at prices from about $230.67 to $243.72, under a Rule 10b5-1 plan adopted May 22, 2026.
Nebius acquires Inferize to strengthen Token Factory inference stack
Nebius said on October 1, 2026 that it had acquired Inferize, a young inference-optimization company founded in January 2026.
SemiAnalysis rates Nebius Platinum in ClusterMAX 3.0 AI cloud ranking
SemiAnalysis placed Nebius in its Platinum tier, its highest, in the ClusterMAX 3.0 ranking of AI cloud providers.
Palantir names Nebius its preferred sovereign AI infrastructure partner
Palantir and Nebius announced a partnership under which Nebius compute and inference endpoints will sit inside Palantir's enterprise perimeter, letting eligible Palantir customers use Nebius cloud and inference while keeping control of their data and models.
Nebius management to present at Goldman Sachs and Citi TMT conferences
Nebius said members of its management team would take part in two investor conferences in the second week of September 2026.
Nebius shareholders approve authority to issue up to 20% more Class A shares
At its August 25, 2026 annual general meeting in Amsterdam, Nebius shareholders adopted every resolution, including authority for the board to issue up to an additional 20% of issued share capital for five years and to exclude pre-emptive rights.
Nebius closes convertible notes at about $5.75 billion and exchanges $800 million of old notes
Nebius closed its convertible notes offering on August 24, 2026, at about $5.75 billion aggregate gross proceeds after the initial purchasers exercised their option in full.
Nebius prices upsized $5.0 billion convertible notes due 2030 and 2034
Nebius priced an upsized private offering of $5.0 billion in convertible senior notes, from an earlier $4.5 billion target.
Nebius reaffirms 2026 outlook and lifts year-end contracted power target to 5 GW
With its Q2 2026 results Nebius kept its full-year 2026 guidance across all metrics and raised its year-end contracted power target to 5 GW, from the more than 4 GW it had indicated last quarter.
Nebius appoints Lindsey Irvine as Chief Marketing Officer
Nebius named Lindsey Irvine its Chief Marketing Officer on August 5, 2026.
Nebius sets August 12 date for Q2 2026 results and call
Nebius said it would publish second-quarter 2026 results before the market opens on Wednesday, August 12, 2026, with a conference call at 8:00 a.m.
Nvidia discloses 9.3% beneficial stake in Nebius, mostly via a warrant
A Schedule 13G filed by NVIDIA reports beneficial ownership of 22,256,412 Nebius Class A shares, or 9.3% of the class.
Nebius closes first senior secured debt facility of about $775 million
Nebius raised about $775 million in its first senior secured debt facility, which matures October 31, 2030 and is priced at SOFR plus 2.50%.
Nebius unveils partner-funded data-center model for its AI cloud
Nebius introduced a business model in which partners finance, own and operate data centers, and Nebius deploys its full-stack AI cloud on that infrastructure and sells the capacity.
Nebius releases AI Cloud 3.6 with the Echo infrastructure agent
Nebius released AI Cloud 3.6, also called Aether, which adds Nebius Echo, an AI agent that runs in the web console and can answer questions and carry out core cloud operations in natural language.