Share Nebius jumps before the open as CoreWeave lifts hopes for AI cloud demand
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Nebius GroupNBIS · Internet Content & Information
NBIS · November 11, 2026Before open · Since the previous regular close
+11.23%Session snapshot

Nebius jumps before the open as CoreWeave lifts hopes for AI cloud demand

By Stocks To Buy Now AI ResearchPublished

Rows of server racks inside a data center, shown as an illustration of computing infrastructure.
Illustrative archive photograph of data-center server racks, November 4, 2015. This is not a Nebius facility or the French project discussed in the report. Photo: Carl Lender from Sunrise, USA / Wikimedia Commons · CC BY 2.0 · Wikimedia-supplied thumbnail; displayed with a responsive crop.
THE CATALYST

What is behind the stock move?

CoreWeave released September-quarter results after the November 10 close, showing $3.66 billion in sales and a higher annual outlook. Reporting published before the November 11 premarket quote linked the Nebius rally to the improved AI cloud outlook. The read-through is stronger demand for computing capacity, rather than a newly announced Nebius contract. Nebius has confirmed its own earnings report for November 12 before the open.

AT A GLANCE

Latest company research

Nebius rose 11.2% before the open on November 11, 2026, as strong CoreWeave results lifted confidence in AI cloud demand.

  • CoreWeave reported $3.66 billion in quarterly sales and raised its annual revenue outlook to $13–$13.3 billion.
  • That supports the case for demand for rented AI computing power, the business Nebius is expanding.
  • Nebius will report its own September-quarter earnings before the open on November 12. Investors will get a fresh check on how quickly new capacity is earning revenue.
  • Its last reported quarter generated $582.3 million in revenue, but a $190.4 million net loss showed that rapid growth had not yet produced a profit.
  • Watch construction schedules, customer commitments and funding needs. Delayed sites can postpone sales while spending continues.
  • CoreWeave also reported a $709 million net loss, underscoring how financing costs can absorb the benefits of strong demand.

Nebius now needs its own results and outlook to support the rebound; a strong peer report does not guarantee the same outcome.

THE VISUAL RESEARCH

Financials and technicals

Charts through Nov 10, 2026. The session move above may reflect later news.

Financials
Technicals
WHAT TO WATCH

Technical setup and risks

The November 10 close was $134 below the 20-day average near $158 and 50-day average near $199. The $128–131 area brackets the November 9–10 lows; $143–146 brackets their highs. Holding above that upper area through a regular close would strengthen the rebound. Losing the lower area would weaken it. Earnings can cause sharp gaps through these levels.

AI-assisted research with source and calculation checks. Prices may be delayed. Technical charts use the stated completed session, which can precede the quoted intraday move. Educational information; investing involves risk.

EXPLORE COMPANY RESEARCH

Nebius N.V.: the full stock picture

Earnings history, financials, price action and peer comparisons — all below.
Open NBIS stock page ↗

EXPLORE THE COMPANY

Nebius N.V. (NBIS)

Explore earnings, price action, financials and industry comparisons.

Symbol
NBIS
Sector
Communication Services
Industry
Internet Content & Information
Instrument type
EQUITY

Profile information from our saved company catalog. This is not a live quote or confirmation of current listing status.

EARNINGS & COMPANY RESEARCH

NBIS earnings, valuation & price action

View in calendar ↗
NEXT EXPECTED REPORTNov 12 2026Before open · ET
EPS ESTIMATE-0.72
REVENUE ESTIMATE907.2M

Expected dates may change. Estimates use the source’s reporting currency. Quotes and research are snapshots, not live prices.

COMPANY RESEARCH · Technology

Nebius Group N.V. NBIS

Software - Application · Updated 11/10/2026

Adjusted closing price · USD134.00 Nov 10
56135214292Nov 7May 12Nov 10
Price50-day average200-day average+20.4% in view
VALUATION & EXPECTATIONS
Trailing P/E744.4×
Forward P/EN/A
Trailing P/S23.7×
Forward P/S9.6×
EPS beat rate71%
Revenue beat rate29%
Positive window63%

EPS beats: 5 of 7 comparable reports. Positive price windows: 5 of 8.

Market caps may be up to 14 days old; prices up to seven days old; ratios and analyst estimates up to fourteen days old. Forward multiples use consensus for the fiscal year ending 2026-12-31, not the next 12 months. Negative or unavailable earnings multiples show “N/A”. Forward ADR multiples are omitted when the currency/share basis is not reconciled.

50-day average198.90
200-day average178.82
RSI (14)37
20-day range120.37 – 206.86
Relative volume0.8×
1-year change+20.4%
Last eight reported earnings for NBIS
Report dateEPS estimateEPS actualSurpriseResultRevenue actualPrice window*5 sessions*
Aug 12 2026-0.72-0.12+83.3%Beat582.3M+32.0%+15.9%
May 13 2026-0.77-0.23+70.0%Beat399M+23.5%+7.1%
Feb 12 2026-0.58-0.99-70.7%Miss227.7M+10.6%+10.5%
Nov 11 2025-0.56-0.39+29.9%Beat146.1M-14.2%-17.7%
Aug 7 2025-0.50-0.38+24.0%Beat105.1M+24.9%+24.3%
May 20 2025-0.45-0.44+2.2%Beat55.3M+3.6%+5.4%
Feb 20 2025-0.39-0.43-9.3%Miss37.9M-11.2%-28.5%
Oct 31 2024N/A-0.33N/AUnknown43.3M-8.7%-6.3%

*Adjusted close before the report date to the first (or fifth) trading close after it. This window can span two sessions and is not an isolated earnings-day return. Figures may be revised by the provider.

Smart Money activity

Recent insider and politician transactions, and disclosed fund positions for NBIS.

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More NBIS research Data,

NBIS earnings previews and market catalysts

Nvidia slides after its board opens a probe as U.S. stocks rise before the November 9 open
2026-11-09 · Nvidia fell nearly 6% before the November 9 open after its board announced an independent investigation. AMD and power producers gained as investors looked ahead to earnings and Tuesday’s inflation report.

November 6 premarket: Chip stocks climb and Airbnb rises after earnings
2026-11-06 · Chip stocks led early gains, Airbnb rose after lifting its outlook, and Axon traded lower after reporting record sales. The October jobs report was next on the calendar.

All upcoming earnings catalysts →

02 / FINANCIALS

Nebius N.V. financials

Revenue, earnings, cash flow and financial strength in one view.

Reporting currency unconfirmed.

Revenue
Net income
Gross profit
Operating income
EBITDA
Operating cash flow
Capital expenditure
Cash
Total assets
Total liabilities
Shareholder equity
Total debt
Net profit margin
Gross margin
Short interest: days to cover
How to read these financial metrics

Figures use the app’s saved statements for the displayed period, not a trailing-year total. Margins divide profit by revenue; quick ratio uses current assets less inventory divided by current liabilities. Compare dates and currencies before comparing companies.

03 / WHAT COMES NEXT

Nebius N.V. event catalysts

Company earnings and scheduled market events that may change expectations.

2026-11-12

NBIS earnings

Watch reported results, management’s outlook and the share-price reaction.

See earnings expectations ↑
2026-11-11Time not announced

MSCI · index review announcement

Review official additions, deletions and weight changes; release time is not specified here.

Release schedule ↗Scheduled
2026-11-128:30 AM ET

Initial jobless claims

Use the multiweek trend to distinguish normal volatility from a sustained increase in layoffs.

Release schedule ↗Scheduled
2026-11-138:30 AM ET

PPI inflation

Watch the surprise versus expectations and implications for margins and interest rates.

Release schedule ↗Scheduled
2026-11-13Time not announced

Russell · preliminary additions/deletions

Check the official lists. Preliminary changes can be revised.

Release schedule ↗Scheduled
2026-11-16Filing deadline · ET date

13F filing deadline · Q3 holdings

Filings may arrive earlier and positions can have changed. A filing is not a new trade or a guarantee of buying pressure.

Release schedule ↗Scheduled
2026-11-178:30 AM ET

Retail sales

Look beyond autos and gasoline; stronger spending can help earnings but also keep yields elevated.

Release schedule ↗Scheduled
2026-11-179:15 AM ET

Industrial production

Check factory output and utilization for changes in cyclical demand.

Release schedule ↗Scheduled
2026-11-188:30 AM ET

Housing starts & building permits

Housing is sensitive to interest rates. Watch permits for indications of future building activity.

Release schedule ↗Scheduled

Dates use U.S. Eastern time and can change. Calendar events provide context; they do not determine the direction of a stock move.

04 / SIDE BY SIDE

Compare NBIS with its peers

Software - Application · Compare valuation, financial strength and price performance.

Companies with valuation data4
Peer median positive P/E153.9×
NBIS P/E744.4×
NBIS peer comparison: valuation
CompanyPriceMarket capP/EForward P/EP/SForward P/S
NBISNebius N.V.2026-11-10 · USD134.0032.16B744.4×23.7×9.6×
0100.HKMiniMax Group Inc
2513.HKZ.AI Co. Ltd.
9903.HKShanghai Iluvatar Corex
CRWVCoreWeave, Inc. Class A Common Stock2026-11-10 · USD48.7333.52B4.4×2.6×
PLTRPalantir Technologies Inc.2026-11-10 · USD168.82446.08B153.9×105.5×72.5×54.3×
SHAZSharonAI Holdings, Inc. Class A Common Stock2026-11-10 · USD23.32831.76M269.2×8.0×
NBIS744.4×
PLTR153.9×

The peer median excludes the selected stock and is based on 1 available positive multiples. P/E median excludes negative or missing earnings multiples. Peer reports can have different fiscal periods and currencies; values are not currency-converted.

05 / PEER ANALYSIS

Explore NBIS alongside its peers

Internet Content & Information · 19 companies · Cached market data

Comparison

Compare companies

Tap a bubble to inspect a company, then × to hide it. Undo restores the last company hidden. Bubble area reflects market cap, with a minimum size for visibility.

Price / sales
0.0×08.8×1.31T17.6×2.62T26.4×3.93TGOOGL · Alphabet Market cap: 3.51T Price / sales: 7.4×META · Meta Platforms Market cap: 1.55T Price / sales: 6.4×BIDU · Baidu Market cap: 27.39B Price / sales: 1.5×PINS · Pinterest Market cap: 10.55B Price / sales: 2.3×NBIS · Nebius Group N.V. Market cap: 32.16B Price / sales: 23.7×Hide NBIS · Undo restores itMarket cap
NBISNebius Group N.V.

Market cap: 32.16B
Price / sales: 23.7×

Valuation snapshot: 2026-11-10
View research ↗
5 of 19 companies have both plotted values.

P/S distribution

Trailing price-to-sales multiples · 5 companies

Median P/S6.4×
Middle 50%2.3× to 7.4×
NBIS P/S23.7×
1.3×7.8×

Tap a bar to see the companies in that P/S range. NBIS has a higher P/S than 80% of this group.

14 companies excluded from P/S statistics because sales are non-positive or the saved multiple is missing. Statistics include all valid positive values, including those outside the focused chart range.

Companies

Showing 8 of 19 matching companies · Largest market cap first

  • Market cap 3.51TP/E 14.8×P/S 7.4×Forward P/E Forward P/S Price snapshot: 2026-11-09 · Financials: 2026-09-30
    ↗
  • Market cap 1.55TP/E 20.5×P/S 6.4×Forward P/E Forward P/S Price snapshot: 2026-11-10 · Financials: 2026-09-30
    ↗
  • Market cap 100BP/E P/S Forward P/E Forward P/S Catalog snapshot
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  • Market cap 32.16BP/E 744.4×P/S 23.7×Forward P/E Forward P/S Price snapshot: 2026-11-10
    ↗
  • Market cap 29.78BP/E P/S Forward P/E Forward P/S Catalog snapshot
    ↗
  • Market cap 27.39BP/E P/S 1.5×Forward P/E Forward P/S Price snapshot: 2026-11-09 · Financials: 2026-06-30
    ↗
  • Market cap 15.6BP/E P/S Forward P/E Forward P/S Catalog snapshot
    ↗
  • Market cap 10.55BP/E 84.3×P/S 2.3×Forward P/E Forward P/S Price snapshot: 2026-11-10 · Financials: 2026-09-30
    ↗

Explore industries

Open an industry for its comparison, valuation and companies.

U.S.-listed companies from the app’s catalog. Medians use saved positive P/E values; coverage and snapshot dates vary.

How this comparison works

Uses the saved companies from the same industry and listing market, including NBIS, ordered by cached market cap. Company snapshots can have different dates; the web cache may cover fewer metrics and periods than the app.

Periods end at each company’s dated price snapshot. Change compares the latest saved observation with one at or before the selected period’s start. A daily price change uses consecutive saved sessions. Financial data updates quarterly, so short periods may show no change. Missing history and zero starting values are excluded; a negative starting value uses its absolute value as the denominator.

Metrics use saved ratios and percentages. Market caps use the listing market’s reporting currency; underlying financial statements may use different currencies. Circle sizes have a minimum for touch visibility, and an outlined circle indicates a missing market cap. These comparisons describe data, not recommendations or price predictions.

Related research

Company research, movers, earnings and options results.

INDUSTRY COMPARISON

NBIS industry peers

Internet Content & Information · Oct 16, 2026 · Closing-price performance

Compare NBIS with 3 other stocks in the available heatmap coverage.

GOOGAlphabet Inc.-2.32%GOOGLAlphabet Inc.-2.47%METAMeta Platforms, Inc.-3.72%