Veytics Intelligence
2026-11-12 · Yahoo

Nebius Stock Falls as Capacity Delays Push Revenue Into 2027

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This article first appeared on GuruFocus. Nebius Group N.V. (NASDAQ:NBIS) fell 15.61% in premarket after it reported third-quarter revenue of $980.8 million, up 571% and ahead of analysts' consensus of $907.2 million, but said delays at third-party data centers would push some revenue into next year. Its loss of $0.13 a share was much narrower than the $0.72 estimate. Warning! GuruFocus has detected 5 Warning Signs with NBIS. Is NBIS fairly valued? Test your thesis with our free DCF calculator. About $325 million of the revenue was non-recurring, tied to the first phase of a model in which partners fund capacity running Nebius' platform, the company said in its shareholder letter. Adjusted EBITDA swung to $465.8 million from a $5.2 million loss.

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