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Goldman Sachs revisits Nebius stock price target after earnings
TheStreet82d agoneutral
Goldman Sachs revisits Nebius stock price target after earnings

Most investors have never heard of Nebius Group (NBIS). But that is about to change. To those who knew of NBIS and paid attention to it: Congratulations, you knew where to look. The Amsterdam-headquartered AI cloud company reported first-quarter 2026 results on May 13 that were, in a word, ...

Nebius (NBIS) Q1 2026 Earnings Transcript
Motley Fool83d agoneutral
Nebius (NBIS) Q1 2026 Earnings Transcript

The first is capacity and scale; second, product and functionality; third dimension is customers and demand; and finally, capital, our fourth dimension. And we have made significant progress on that front.

Nebius Group Q1 Earnings Call Highlights
MarketBeat83d agoneutral
Nebius Group Q1 Earnings Call Highlights

Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil

Why Nvidia Bulls Are Suddenly Watching Nebius Ahead Of NVDA Earnings
Benzinga83d agoneutral
Why Nvidia Bulls Are Suddenly Watching Nebius Ahead Of NVDA Earnings

Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results, with AI cloud revenue soaring 841% year over year. The company also highlighted multibillion-dollar AI compute agreements tied to Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT), reinf

Bank of America revamps Nebius stock price target ahead of earnings
TheStreet84d agoneutral
Bank of America revamps Nebius stock price target ahead of earnings

Nebius has had one of the more remarkable runs of any stock in the AI infrastructure space. Up more than 110% year to date and roughly 600% over the past year, the company is heading into its Q1 2026 earnings report on May 13 with enormous expectations built in. Bank of America just made those ...