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Nebius Group (NBIS)
NASDAQ:NBIS
Earnings Data
Report Date
Apr 29, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.8Last Year’s EPS
-0.42Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong positive momentum driven by outsized revenue growth, an ARR beat, sold-out capacity, robust pricing, accelerating pipeline (> $4B), meaningful cash generation ($834M operating cash flow in Q4) and decisive capacity and product expansion (nine new data centers, Token Factory, Tavily acquisition). These positives are tempered by substantial 2026 CapEx needs ($16B–$20B), concentrated H2 revenue timing risk, continued near-term EBIT losses, and execution/supply-chain risks tied to rapid buildout. On balance, the highlights materially outweigh the lowlights given the combination of demand strength, contract wins, cash position, and supply commitments, but achievement of guidance will depend on capital execution and deployment timing.Company Guidance
Explosive Top-Line Growth
Q4 group revenue of $228,000,000, up 547% year-over-year and 56% quarter-over-quarter; core AI cloud revenue grew 830% YoY and 63% QoQ.
ARR Outperformance and Strong Contract Durations
Annualized run-rate revenue (ARR) reached $1,200,000,000 at December, exceeding guidance; average contract duration of new cloud customers increased by 50%.
Capacity Demand and Supply Dynamics
Sold out of capacity in Q3 and Q4 and already sold out into 2026; contracted power >2 GW and company raised its 2026 forecast to >3 GW of contracted power; expects 800 MW–1 GW of connected/available capacity by year-end.
Strong Pricing, Utilization, and Pipeline
Pricing remained strong across GPU families (GPU prices did not fall on prior generations); average selling prices increased by >50% for longer-duration deals; pipeline creation trajectory in Q1 on track to exceed $4,000,000,000.
Improving Profitability Metrics and Cash Generation
Group adjusted EBITDA inflected positive in Q4 (group adjusted EBITDA margin of 7% in Q4); core AI cloud adjusted EBITDA margin expanded from 19% in Q3 to 24% in Q4; generated $834,000,000 in operating cash flow in Q4 and ended year with $3,000,000,000 cash on hand.
Aggressive Capacity Expansion and Product Moves
Announced nine new data centers; 2026 CapEx plan to invest $16,000,000,000–$20,000,000,000 to support growth; launched Token Factory and acquired Tavily (adds agentic search capabilities and ~700,000 developers).
Strategic Large Contracts on Track
Delivered contracted capacity for Meta (now fully servicing the contract); first tranche for Microsoft delivered on time with remaining tranches scheduled throughout 2026 (majority in H2), with Microsoft expected to contribute full run-rate revenue in 2027.
Balance Sheet and Funding Options
Approximately 60% of 2026 CapEx needs already covered by cash, operating cash flow and commitments; exploring debt, asset-backed financing and other capital alternatives while keeping ATM program unused (available if opportunistic).
NBIS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NBIS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $88.61 | $89.73 | +1.26% |
Nov 11, 2025 | $109.95 | $102.22 | -7.03% |
Aug 07, 2025 | $55.09 | $65.31 | +18.55% |
May 20, 2025 | $37.56 | $39.14 | +4.21% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Nebius Group (NBIS) report earnings?
Nebius Group (NBIS) is schdueled to report earning on Apr 29, 2026, TBA (Confirmed).
What is Nebius Group (NBIS) earnings time?
Nebius Group (NBIS) earnings time is at Apr 29, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NBIS EPS forecast?
NBIS EPS forecast for the fiscal quarter 2026 (Q1) is -0.8.
