Key highlights from Nebius Group's Q1 letter to shareholders
FREE Breaking News Alerts from StreetInsider.com!
StreetInsider.com Top Tickers, 9/1/2026
- Wall Street ends lower as higher yields, rising oil prices mark shaky start to September
- Oil prices jump 4% as fresh US-Iran fighting stokes supply fears
- Two Saudi tankers struck in Strait of Hormuz Monday
- Dell again lifts forecasts as AI demand powers record results
- Fed’s Barr backs rate hike if inflation fails to cool, September odds hit 66%
Wolfe on Nebius (NBIS) Amid 19% Gain: 'We think contracted capacity turning active is difficult to underwrite'
May 13, 2026 1:45 PM EDTWolfe Research analyst Arsenije Matovic reiterated a Peerperform rating and {REMOVEPT} price target on Nebius Group (NASDAQ: NBIS).
The analyst comments "Overview. NBIS reported 1Q results with revenue of $399M, up 684% Y/Y (+6% vs. cons.), and ARR reaching $1.9B, up >50% Q/Q, supported by added capacity, increased utilization, and higher pricing. NBIS raised FY26 CapEx guidance by $4.5B at the midpoint to $20-25B, driven by FY27 demand visibility rather than component costs, while reiterating FY26... More
