Nebius Group N.V. (NBIS) has seen a staggering 124.1% increase in stock price over the past six months, significantly outperforming the Zacks Computer & Technology sector’s 13.2% and the S&P 500’s 8.9% gains. In the last three months alone, NBIS surged another 83.7%. Meanwhile, Microsoft Corporation (MSFT) experienced an 18.9% decline, while CoreWeave, Inc. (CRWV) gained just 5.9% during the same period.
As of the first quarter of 2026, Nebius increased its contracted power capacity from over 2 gigawatts to more than 3.5 gigawatts, targeting at least 4 gigawatts by year’s end. The company reported an impressive $399 million in revenues, marking a 684% year-over-year increase, with its AI business achieving a remarkable 841% revenue growth, reaching an annualized run-rate of $1.9 billion. Following a $4.3 billion convertible note offering and a $2 billion equity investment from NVIDIA, Nebius now has $9.3 billion in cash and cash equivalents.
Looking ahead, Nebius has raised its 2026 capital expenditure guidance to between $20 billion and $25 billion, up from $16 billion to $20 billion, in order to support further capacity expansion. The company maintains a target for annualized run-rate revenues of $7 billion to $9 billion by 2026, with an adjusted EBITDA margin of around 40%.
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