Nebius acquires Inferize. Nebius stock falls 3.55 percent

Published on 10/08/2026 at 16:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 2026 revenue hit USD 582.30 million, up 454.00 percent. Nebius stock was EUR 205.25 on October 8, 2026 versus EUR 212.80, down 3.55 percent.

Key points in brief

Nebius acquired Inferize on October 1, 2026, adding inference optimization technology to Token Factory.
Q2 2026 revenue reached USD 582.30 million, up 454.00 percent year over year.
The Lang & Schwarz quote stood at EUR 205.25 on October 8, 2026, down 3.55 percent versus EUR 212.80.
Rosenblatt initiated coverage with a Buy rating and a USD 304.00 price target on October 8, 2026.

Nebius, NL0009805522, Illustration mit AI erstellt.

Nebius stock (ISIN NL0009805522) was trading at EUR 205.25 at Lang & Schwarz on October 8, 2026 at 4:35 p.m. CEST, down 3.55 percent versus the prior close of EUR 212.80. According to Nebius on October 1, 2026, the company acquired Inferize and added its inference optimization technology to Token Factory.

Inferize targets GPU utilization

The acquisition is aimed at reducing cold-start delays when AI models load, new instances launch or model weights change. Nebius said Inferize had built a working prototype within three months of its January 2026 founding, while the transaction terms were not disclosed in the release.

The strategic logic is operational rather than immediately financial. Higher utilization could allow Nebius to serve more inference workloads from existing infrastructure, making Token Factory's economics an important measure for future updates.

What did Nebius report in Q2?

Yahoo Finance reported that Nebius generated USD 582.30 million of group revenue in the second quarter of 2026, up 454.00 percent year over year and 46.00 percent from the first quarter. Annualized run-rate revenue reached USD 3.00 billion at the end of June, an increase of 598.00 percent year over year.

The same Q2 2026 transcript said adjusted EBITDA reached USD 236.00 million, compared with a USD 21.00 million loss a year earlier. Nebius reaffirmed 2026 guidance for group revenue of USD 3.00 billion-USD 3.40 billion and an adjusted EBITDA margin of approximately 40.00 percent.

Analyst target and reporting date

MarketBeat reported on October 8, 2026 that Rosenblatt Securities initiated coverage with a Buy rating and a USD 304.00 price target. The target stood 28.19 percent above the previous close cited in that report.

finanzen.at identifies Nebius under ticker NBIS and ISIN NL0009805522, while the company release identifies Nasdaq as its listing venue. A TradingView event page lists October 22, 2026 as the next reporting date for third-quarter 2026 results.

Stock remains below its yearly high

The Lang & Schwarz price of EUR 205.25 was 31.55 percent below the finance quote's 52-week high of USD 299.86, a comparison across currencies that is not used as a valuation measure. The same quote showed a USD 73.52 52-week low and a market capitalization of USD 55.4 billion, both as of October 8, 2026.

Rosenblatt's USD 304.00 target and Nebius's fast-growing Q2 revenue frame the market's debate: execution must convert expanding AI capacity into durable cash generation. The Inferize integration gives the company a concrete efficiency project to demonstrate that conversion.

Trading data and investor context

At Lang & Schwarz, Nebius stock was trading at EUR 205.25 on October 8, 2026 at 4:35 p.m. CEST, compared with a prior close of EUR 212.80 and a daily change of minus 3.55 percent. The quote was an intraday indication in the regular Xetra-session window.

The further course of trading is shown by the continuously updated real-time quote of Nebius stock.