NBIS
Nebius Group N.V. · Communication Services · Internet Content & Information
$242.81
+4.53% today · +2.31% 1W
Oct 2 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- NBIS +4.53% on the last session vs SPY +0.74%: +3.8 pts of stock-specific move.
- 10 Reddit mentions in the past 24 hours, 75% positive over the week.
- 1 analyst action in the past 10 days (0 positive, 0 negative); latest: William Blair started coverage at Outperform.
- 3 insider or congressional trades in the past 30 days.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Nov 10
Before the open · in 37 days
EPS estimate
−$0.70
−$1.07 to $0.31 · 4 analysts
Revenue estimate
$904.1M
$876.6M to $942.6M
Track record
6/8 beats
last 8 reports · moved ±12.0% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 12, 2026 BMO | 2Q2026 | −$0.86 | −$0.68 | +$0.18 (+21.2%) beat | $582.3M | +34.1% +33.9 vs SPY | +17.0% | +28.6% |
| May 13, 2026 BMO | 1Q2026 | −$0.71 | $2.11 | +$2.82 (>+100%) beat | $399.0M | +15.7% +15.2 vs SPY | +13.8% | +10.4% |
| Feb 12, 2026 BMO | 4Q2025 | −$0.60 | −$0.99 | −$0.38 (−63.1%) miss | $227.7M | +1.3% +2.8 vs SPY | -5.1% | +21.4% |
| Nov 11, 2025 BMO | 3Q2025 | −$0.40 | −$0.47 | −$0.08 (−20.3%) miss | $146.1M | -7.0% -7.3 vs SPY | +3.8% | -21.8% |
| Aug 7, 2025 BMO | −$0.42 | −$0.38 | +$0.04 (+9.5%) beat | — | +18.6% +18.6 vs SPY | +16.9% | +28.2% | |
| May 20, 2025 — | −$0.44 | −$0.39 | +$0.05 (+11.4%) beat | — | +4.2% +4.5 vs SPY | +1.5% | +6.0% | |
| Feb 20, 2025 BMO | −$0.39 | −$0.37 | +$0.02 (+5.1%) beat | — | +3.2% +3.6 vs SPY | -10.7% | -19.7% | |
| Nov 3, 2022 BMO | $0.19 | $0.22 | +$0.03 (+15.8%) beat | — | — | — | — | |
| Apr 27, 2022 BMO | $0.04 | −$0.30 | −$0.34 miss | — | — | — | — | |
| Feb 15, 2022 BMO | −$0.19 | −$0.16 | +$0.03 (+15.8%) beat | — | — | — | — | |
| Oct 27, 2021 BMO | $0.03 | $0.05 | +$0.02 beat | — | — | — | — | |
| Jul 28, 2021 BMO | $0.08 | $0.04 | −$0.04 miss | — | — | — | — | |
| Apr 28, 2021 BMO | $0.27 | $0.08 | −$0.19 (−70.4%) miss | — | — | — | — | |
| Feb 16, 2021 BMO | $0.14 | $0.23 | +$0.09 (+64.3%) beat | — | — | — | — | |
| Oct 28, 2020 BMO | $0.12 | $0.78 | +$0.66 (>+100%) beat | — | — | — | — | |
| Jul 28, 2020 BMO | $0.06 | $0.08 | +$0.02 beat | — | — | — | — | |
| Apr 28, 2020 BMO | $0.28 | $0.21 | −$0.07 (−25.0%) miss | — | — | — | — | |
| Feb 14, 2020 BMO | $0.37 | $0.25 | −$0.12 (−32.4%) miss | — | — | — | — | |
| Oct 25, 2019 BMO | $0.36 | $0.32 | −$0.04 (−11.1%) miss | — | — | — | — | |
| Jul 26, 2019 BMO | $0.23 | $0.17 | −$0.06 (−26.1%) miss | — | — | — | — | |
| Apr 25, 2019 BMO | $0.26 | $0.25 | −$0.01 (−3.8%) miss | — | — | — | — | |
| Feb 15, 2019 BMO | $0.36 | $0.31 | −$0.05 (−13.9%) miss | — | — | — | — | |
| Oct 29, 2018 BMO | $0.22 | $0.23 | +$0.01 (+4.5%) beat | — | — | — | — | |
| Jul 26, 2018 BMO | $0.25 | $0.24 | −$0.01 (−4.0%) miss | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | −$1.40 (4) | −$2.67 – −$0.56 | -195% | +24.9% | ▲1 ▼1 | $904.1M | +519% |
| Next quarter · Dec 31, 2026 | −$2.01 (3) | −$3.63 – −$0.43 | -103% | +6.2% | ▲1 ▼1 | $1.5B | +538% |
| Current year · Dec 31, 2026 | −$2.28 (8) | −$6.41 – $0.49 | +15.1% | ▲1 ▼1 | $3.3B | +530% | |
| Next year · Dec 31, 2027 | −$5.64 (9) | −$15.31 – $5.27 | -148% | +29.8% | ▲4 ▼2 | $12.3B | +269% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.