Key highlights from Nebius Group's Q1 letter to shareholders
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Wolfe on Nebius (NBIS) Amid 19% Gain: 'We think contracted capacity turning active is difficult to underwrite'
May 13, 2026 1:45 PM EDTWolfe Research analyst Arsenije Matovic reiterated a Peerperform rating and {REMOVEPT} price target on Nebius Group (NASDAQ: NBIS).
The analyst comments "Overview. NBIS reported 1Q results with revenue of $399M, up 684% Y/Y (+6% vs. cons.), and ARR reaching $1.9B, up >50% Q/Q, supported by added capacity, increased utilization, and higher pricing. NBIS raised FY26 CapEx guidance by $4.5B at the midpoint to $20-25B, driven by FY27 demand visibility rather than component costs, while reiterating FY26... More
