Nebius Group N.V. (NBIS) — the earnings record

As of the 2026-08-11 card — updated after each print. An investment research diary, not advice.

The record at a glance

5/8EPS beats

3/8revenue beats

3 · 1 · 4up · flat · down (+3d, ±3%)

2026-11-10next print

Reactions across the covered prints span -26.0% to +15.3% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$0.92B into the next print.

Print by print

Print	Date	EPS	Revenue
Aug 26	2026-08-12	✓ beat	✓ beat
May 26	2026-05-13	✓ beat	✓ beat
Feb 26	2026-02-12	✗ miss	✗ miss
Nov 25	2025-11-11	✓ beat	✗ miss
Aug 25	2025-08-07	✓ beat	✗ miss
May 25	2025-05-20	✓ beat	✗ miss
Feb 25	2025-02-20	✗ miss	✗ miss
Oct 24	2024-10-31	✗ miss	✓ beat

The per-print reaction chart, the load-bearing metric and the behavior read live on the full NBIS print-record card — free registration.

FAQ · from the current data · as of 2026-08-11

Quick answers

How often does Nebius Group N.V. beat earnings estimates?

Across the last 8 covered prints (as of the 2026-08-11 card), Nebius Group N.V. beat EPS estimates 5 of 8 times and revenue estimates 3 of 8 times, with 2 double beats.

How does NBIS stock react to earnings?

Measured close-of-print-day to the close three sessions later: 3 of the last 8 prints resolved up (beyond +3%), 1 flat, 4 down (as of the 2026-08-11 card) — reactions spanning -26.0% to +15.3%. Beat-or-miss and reaction are scored separately because they frequently disagree.

What was NBIS's biggest earnings reaction?

-26% over the three sessions after the Feb 25 print (2025-02-20).

When does Nebius Group N.V. report earnings next?

2026-11-10 (Mid-November — est EPS -$0.70 · est revenue ~$0.92B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.

Mentioned on Closelooknet

Where NBIS appears in the diary — 35 pieces, newest first. Every link is our own writing.

Go deeper

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Long reads

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101 and glossary

Alt-Hyperscalers: Why CoreWeave, Nebius, and Lambda Labs Matter101A new class of cloud providers — CoreWeave, Nebius (ex-Yandex), Lambda Labs, Together AI, and others — is challenging the AWS/Azure/GCP oligopoly by offering what the hyperscalers cannot or will not: bare-metal GPU access without…
Sovereign AI: The National Compute Arms Race and Its Investment Map101The investment implications span from NVIDIA (selling DGX Cloud to governments globally) to Nebius (Yandex spin-off building European sovereign cloud) to Dell and HPE (on-premises AI infrastructure for nations with data residency…

Dailies

Inflation — Prices Rise 0.4%, the 10-Year Yield Hits 5% and Nvidia Slides Another 6%Midday 10 · 10 Nov 2026Nebius falls 4.7% to 134.77 and IREN 7.8% to 19.74.
Chips — Up 6% Without Nvidia: AMD Jumps 11%, Broadcom 8%, Nvidia Slides 6%Midday 10 · 9 Nov 2026AI clouds and space — Nebius up 7%, Rocket Lab 12%
AI Builders — Chips Bounce 4%, AMD Jumps 10% and IREN 20% After a Strong Jobs ReportMidday 10 · 6 Nov 2026The other AI clouds follow: Nebius +8.0% to 129.96, CoreWeave +4.6% to 45.65.
AI Build-Out — Chip Stocks Sink 8%, Nasdaq Drops 4% and the Fear Gauge Jumps 43%Midday 10 · 5 Nov 2026AMD falls 13.5% two days after strong results, Vertiv 12.9% and Nebius 14.2%.
AI Trade — Chips Bounce 3% Before AMD; Apple, Palantir and Shopify Slip After Their ReportsMidday 10 · 3 Nov 2026The companies that rent out AI servers bounce with it: IREN gains 8.9%, Nebius 6.8% and CoreWeave 4.6%, after losing 47.3%, 41.8% and 44.0% in the month to Monday.
Big Tech Week — Brazil ETF −15% on Lula's win, Musk calls a neocloud die-off, Kospi −1.5%; verdicts tonightMorning 10 · 26 Oct 2026Elon Musk, announcing $40 billion of SpaceX debt for GPUs, posted that the 200-plus neocloud companies face 'guppy-level death' and consolidation as debt markets shut on them — CoreWeave and Nebius fell 2.3% in overnight trading.
Chips — one day of bounce, then Asia sells it: Kospi −4.3%, SK Hynix −5.3%, Nasdaq futures lowerMorning 10 · 20 Oct 2026Workday gained 2.3%, the AI cloud provider Nebius 2.9%.
Hypergrowth — Calls Bought Back After a 25% SlideDaily Pulse · 17 Oct 2026On Friday Hypergrowth wrote seven lines: it bought back short calls on ASE, Nebius and Rocket Lab after a week in which all three stocks fell 15 to 26 percent, sold 100 of its 500 ASE shares, rolled the Rocket Lab calls further out, and…

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