Nebius Group N.V. (NBIS) — the earnings record

As of the 2026-08-11 card — updated after each print. An investment research diary, not advice.

The record at a glance

5/8EPS beats

3/8revenue beats

3 · 1 · 4up · flat · down (+3d, ±3%)

2026-11-10next print

Reactions across the covered prints span -26.0% to +15.3% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$0.92B into the next print.

Print by print

Print	Date	EPS	Revenue
Aug 26	2026-08-12	✓ beat	✓ beat
May 26	2026-05-13	✓ beat	✓ beat
Feb 26	2026-02-12	✗ miss	✗ miss
Nov 25	2025-11-11	✓ beat	✗ miss
Aug 25	2025-08-07	✓ beat	✗ miss
May 25	2025-05-20	✓ beat	✗ miss
Feb 25	2025-02-20	✗ miss	✗ miss
Oct 24	2024-10-31	✗ miss	✓ beat

The per-print reaction chart, the load-bearing metric and the behavior read live on the full NBIS print-record card — free registration.

FAQ · from the current data · as of 2026-08-11

Quick answers

How often does Nebius Group N.V. beat earnings estimates?

Across the last 8 covered prints (as of the 2026-08-11 card), Nebius Group N.V. beat EPS estimates 5 of 8 times and revenue estimates 3 of 8 times, with 2 double beats.

How does NBIS stock react to earnings?

Measured close-of-print-day to the close three sessions later: 3 of the last 8 prints resolved up (beyond +3%), 1 flat, 4 down — reactions spanning -26.0% to +15.3%. Beat-or-miss and reaction are scored separately because they frequently disagree.

What was NBIS's biggest earnings reaction?

-26% over the three sessions after the Feb 25 print (2025-02-20).

When does Nebius Group N.V. report earnings next?

2026-11-10 (Mid-November — est EPS -$0.70 · est revenue ~$0.92B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.

Mentioned on Closelook

Where NBIS appears in the diary — 19 pieces, newest first. Every link is our own writing.

Go deeper

Agentic Infrastructure Software: The Orchestration LayerFoundation models, compute middleware, and the platforms enabling autonomous AI agents at scale.Dossier · $39 one-time, or included in C+

Long reads

Agentic Infrastructure Software: The Orchestration LayerDossier · $39 · 24 Feb 2026Together AI · Fireworks · Anyscale (Ray Serve) · Replicate · Modal · CoreWeave · Nebius (NBIS) Data Platforms & Vector Storage Layer 2 — The Memory Layer This is the persistence bottleneck — the single most critical infrastructure gap for…
Portfolio Construction — Build a Barbell · Closelook Heresy IIIHeresy · 16 May 2026Live cohort as of May 2026: COHR · CRWV · GLW · INTC · IREN · LITE · MRVL · NBIS · NOK · SNPS.
Pattern 03 — NVIDIA Strategic Authority InvestmentReport · 12 May 2026The 16-Event Timeline (2023-07-12 → 2026-05-12) 2024 2025 2026 RXRX 23-07 ARM 23-09 APLD 24-09 NBIS 24-12 MRVL 25-03 CRWV 25-03 INTC 25-09 NOK 25-10 SNPS 25-12 LITE COHR 26-03 IREN 26-05 GLW 26-05 exit RXRX exit APLD exit ARM Tier 1 …
Nvidia’s Equity Stakes — Follow the Wise Men, Pattern 03 PreviewWeekly Signal · 10 May 2026Nebius has risen from $20 in late 2024 to a $200 peak earlier this month, and is now at $177.05 after a 4% pullback on Friday.

101 and glossary

Alt-Hyperscalers: Why CoreWeave, Nebius, and Lambda Labs Matter101A new class of cloud providers — CoreWeave, Nebius (ex-Yandex), Lambda Labs, Together AI, and others — is challenging the AWS/Azure/GCP oligopoly by offering what the hyperscalers cannot or will not: bare-metal GPU access without…
Sovereign AI: The National Compute Arms Race and Its Investment Map101The investment implications span from NVIDIA (selling DGX Cloud to governments globally) to Nebius (Yandex spin-off building European sovereign cloud) to Dell and HPE (on-premises AI infrastructure for nations with data residency…

Dailies

Oil settles at $107.63, the 10-year hits 4.95% and the 30-year 5.36%, its highest since 2007: chips lead a fourth down day, Oracle beats and jumps 4% after hours, Adobe beats and slips — and Asia sells its chipmakers 3% to 7%Morning 10 · 11 Sept 2026Our Euro-AI Sovereign 50 fell 1.5%, its chip-equipment group −4.4%, industrial automation −2.8% with Kion −5.8% and Munters −4.3%; enterprise software was the one group up, +0.4%, with OVHcloud +4.3% and Nynomic +4.6% the two best names…
Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000Morning 10 · 9 Sept 2026The one exception inside agentic software was the compute layer: CoreWeave +11.7%, Nebius +7.7%, IREN +5.0%, DigitalOcean +12.6%, lifting our Compute Operators sub-index 3.3% and 11.0% on the week.
The Treasury buys duration with bills, hard assets read it first — Bitcoin toward 70,000, gold through 4,400, as the minutes turn hawkish and Korea answers its crash with a buybackMorning 10 · 20 Aug 2026SOXX −2.21%, XSD −2.79%, SMH −1.55% Wednesday even as the DRAM ETF held flat +0.07% to 55.14; singles AMAT −3.53% (496.17), LITE −5.23%, COHR −6.19%, FN −5.81% (454.55), NBIS −9.87%, CRWV −2.47%.
Options Diary — Everything Got More Time, Except the One That Didn’tDaily Pulse · 15 Aug 2026Two January 2027 short puts were rolled out to June 2027 at a net credit — NBIS up a strike to 160, PLTR flat at 150 — while IONQ's puts were closed outright with no replacement, the one position in the book given no extension at all.
The macro week breaks at the last print — retail and Michigan miss, bonds slip the floor, and Lumentum runs from the middleMidday 10 · 14 Aug 2026And in the single names, the week's sorting keeps writing itself: Applied Materials confirms its charge in cash, Nebius extends into a third-day payment, and Lumentum is running AWAY from the middle of its record with hours to the window…
No Bursting Bubble — The Rotation Inside the AI Trade, in Four Panels, With PPI as the HingeDaily Pulse · 13 Aug 2026Overnight, the same message in single names Wednesday's close paid the rotation's challengers: Nebius +34.1% to 259.20, straight through a famously disclosed short entry near 212, on a print that merely reiterated guidance; CoreWeave…
Quiet index, violent sorting — memory rips, Cisco pays for its beat, and the bonds reclaim the floorMidday 10 · 13 Aug 2026CoreWeave & Nebius — day-two retention passes
The referendum passes at midday — neoclouds vertical, semis re-bid, and the yen refuses to stand downMidday 10 · 12 Aug 2026NBIS trades up 23.7% to ~239 by midday — through the much-publicised short position disclosed near 212 — on a quarter that was, by the columns, unremarkable: revenue $574.6M, +446% year over year and in line, every guidance line reiterated.