Nebius Group N.V. (NBIS) has seen a remarkable stock surge of 253.5% over the past year, significantly outperforming the broader Zacks Computer & Technology sector, which grew by 28.7%, and the Zacks Internet Software Services industry, up 11.4%. In the last month alone, NBIS shares have jumped 23%. The company’s robust performance has also eclipsed major competitors such as NVIDIA Corporation (NVDA), which increased by 10.4%, and Microsoft Corporation (MSFT), which rose 21.5% in the past three months.
Nebius reported substantial growth in its latest financials for the second quarter of 2026, achieving a remarkable 454% year-over-year increase in revenues, totaling $582 million, and an annualized run-rate revenue of $3 billion. The company’s adjusted EBITDA reached $236 million, reflecting a margin of 41%. Looking ahead, Nebius reaffirmed guidance for 2026 with projected revenues of $3 billion to $3.4 billion and an annualized run-rate revenue between $7 billion to $9 billion, indicating strong financial prospects despite significant capital expenditures estimated at $20 billion to $25 billion for the year.
The demand for Nebius’ AI infrastructure continues to grow, supported by major core cloud deals exceeding $1 billion. The company aims to expand its contracted power capacity to 5 gigawatts and is utilizing an asset-light model to scale operations efficiently. However, challenges remain, including lengthy deployment timelines for new capacity and extensive funding requirements that could impact long-term returns.
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