Nebius Group N.V. (NBIS) Reports Q1 EPS of $2.11
FREE Breaking News Alerts from StreetInsider.com!
StreetInsider.com Top Tickers, 8/21/2026
- Wall St rises on the day but falls for the week; bond yields and Iran in focus
- UBS says bull market has further to run
- S&P 500 may pull back before midterms, but Citi says buy the dip
- Global yield relief evaporates as U.S. rates push back toward multi-decade peaks
- BofA's Hartnett sees dollar slump, risk selloff if bond intervention fails
- Fannie Mae loses at least 10 senior executives amid departures - WSJ
- Wall Street sinks as bond yields rise, Walmart results disappoint
- Supermicro probe finds no senior management link to export violations
- Wolfe remains "broadly bullish on AI semis stocks", names Top Pick
- Hertz Global amends voting agreement with CK Amarillo after lawsuit
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
