Nebius acquires Inferize. Nebius stock falls 2.05 percent

Published on 10/07/2026 at 14:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue rose 454.00 percent in the second quarter of 2026. Nebius stock costs EUR 217.85 on October 7, 2026 after EUR 222.40.

Nebius, NL0009805522, Illustration mit AI erstellt.

Nebius stock (ISIN NL0009805522) was trading at EUR 217.85 at Lang & Schwarz on October 7, 2026 at 2:39 p.m. CEST, down 2.05 percent versus the prior close of EUR 222.40. According to EQS News on October 1, Nebius acquired Inferize to strengthen the production inference stack of its Token Factory platform.

Inferize targets GPU efficiency

Inferize brings technology designed to shorten the time needed to launch and scale large AI models. The integration is intended to reduce idle GPU capacity and improve utilization as inference demand changes.

The acquisition adds systems engineering talent to Nebius and follows the companys broader effort to build a full-stack AI cloud platform. The transaction terms were not included in the October 1 announcement, so the operational rationale is the clearest measurable takeaway.

Revenue growth meets heavy investment

According to Investing.com in its October 6 analysis, Nebius generated USD 582.30 million of revenue in the second quarter of 2026, up 454.00 percent from the year-ago quarter. That compared with USD 399.00 million in the first quarter of 2026, a sequential increase of 45.94 percent.

The same second-quarter report showed adjusted EBITDA of USD 236.20 million, equal to a 41.00 percent margin, while GAAP net loss was USD 190.40 million. The contrast matters: operating scale is accelerating, but the company is still spending heavily to build computing capacity.

Investing.com reported that Nebius guided to USD 20.00 billion to USD 25.00 billion of 2026 capital expenditures and USD 3.00 billion to USD 3.40 billion of group revenue. The investment plan is several times larger than first-half revenue of USD 981.30 million, making execution and financing central to the next results update.

Analyst optimism meets volatility

MarketBeat reported on October 5 that analysts had a Moderate Buy consensus and an average USD 241.80 target, with published targets ranging from USD 84.00 to USD 410.00. BNP Paribas Exane raised its target from USD 260.00 to USD 399.00 on September 24, while Rothschild and Co Redburn initiated coverage with a USD 84.00 sell target on September 21.

MarketBeat also reported that three insiders sold a combined 81,414 shares on October 1 for approximately USD 19.10 million. That disclosure adds a counterweight to the optimistic target range and highlights the sensitivity of Nebius to valuation, capital spending and execution risk.

Stock stays below its yearly high

Nebius had a USD 59.97 billion market capitalization on October 6, 2026, while its primary-market 52-week range was USD 73.52 to USD 299.86. The Lang & Schwarz euro quote therefore reflects a sharply weaker daily session even as the companys operating figures continue to expand.

At Lang & Schwarz, Nebius stock was trading at EUR 217.85 on October 7, 2026 at 2:39 p.m. CEST, minus 2.05 percent versus the prior close of EUR 222.40. The further course of trading is shown by the continuously updated real-time quote of Nebius stock.