Nebius Stock: A 571% Sales Surge, a $27 Billion Capex Hike, and the Capacity Slip That Reset the Revenue Clock
Published on 11/15/2026 at 18:22 | Editorial boerse-global.de
Nebius spent Friday absorbing a double hit. A sector-wide retreat in AI infrastructure names, sparked by worries over how the build-out will be financed following the departure of Nvidia chief Jensen Huang, dragged the Nvidia-backed cloud provider down 9.6%. Reuters explicitly listed Nebius among the companies caught in the downdraft.
Company-specific trouble made matters worse. A day earlier, Nebius disclosed that delayed data center capacity from third-party providers will push expected revenue into next year — including sales originally penciled in for December that now slip into 2027, according to Bloomberg. As a result, the company guided full-year 2026 revenue to the low end of its prior $3.0 billion to $3.4 billion range.
The quarter itself was anything but weak. Third-quarter 2026 revenue reached $980.8 million, up 571% year over year, while adjusted EBITDA came in at $465.8 million.
Should investors sell immediately? Or is it worth buying Nebius?
Alongside the softer top-line outlook, Nebius raised its capital spending plan for the current year to roughly $27 billion, up from the $20 billion to $25 billion it had previously earmarked.
Analysts moved quickly to reset their yardsticks. D.A. Davidson cut its price target to $125 from $250 on Friday while keeping a neutral rating, citing the data center delays and the revised timeline for annual recurring revenue. Robert W. Baird trimmed its target to $200 from $340 but stuck with its "Outperform" call, pointing to delays at data center sites including Vineland. Two more research houses also lowered their targets on Friday, to between $245 and $265, with both reaffirming their buy recommendations.
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Nebius Stock: New Analysis - 15 November
Fresh Nebius information released. What's the impact for investors? Our latest independent report examines recent figures and market trends.
