---
title: "Nebius (NBIS) Stock Down after Q4 Earnings — Here's What Crowd Wisdom Shows"
description: "Nebius Group (NBIS) stock fell after reporting Q4 earnings that missed revenue estimates, despite a year-over-year sales increase. The company reported $227.7 million in revenue but widened losses to "
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/275904151.md"
published_at: "2026-02-13T12:53:10.000Z"
---

# Nebius (NBIS) Stock Down after Q4 Earnings — Here's What Crowd Wisdom Shows

> Nebius Group (NBIS) stock fell after reporting Q4 earnings that missed revenue estimates, despite a year-over-year sales increase. The company reported $227.7 million in revenue but widened losses to $173 million due to increased spending on data center expansion. Investor sentiment remains negative, with only 2.3% of tracked portfolios holding NBIS shares, and recent activity shows a reduction in exposure. Management noted strong demand for AI computing services, but rising operating expenses and a lack of profitability are concerning for investors.

Nebius Group (NBIS) stock trended lower in early Friday trading after the AI cloud infrastructure provider reported fourth-quarter results that missed revenue estimates, even though sales were higher than a year earlier. TipRanks' Crowd Wisdom data also points to continued investor caution toward the stock, adding to the pressure on the stock.

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## **Key Takeaways from Nebius' Q4**

Nebius reported revenue of about $227.7 million for the quarter, sharply higher than a year ago but below expectations. Losses of $173 million also widened from the year-ago quarter as the company increased spending to expand its data center capacity.

Management said demand for its AI computing services remains strong. The company ended the year with about 170 megawatts of active power and plans to reach 800 megawatts to 1 gigawatt of connected capacity by the end of 2026. Nebius also reported annual recurring revenue of around $1.25 billion and posted a positive adjusted EBITDA quarter, showing higher usage of its platform.

However, investors appeared focused on costs and execution. Operating expenses climbed significantly as the company invested in new data center infrastructure, and the business is still far from profitability.

## **What Does TipRanks' Crowd Wisdom Show?**

TipRanks' Crowd Wisdom data shows caution among retail investors. Based on activity from more than 852,000 tracked portfolios, investors' sentiment toward Nebius is currently Negative.

About 2.3% of tracked portfolios hold NBIS shares, with investors allocating an average of 4.69% of their portfolios to the stock. However, recent activity shows investors have been reducing exposure. The number of portfolios holding NBIS rose slightly over the past seven days but declined about 1.8% over the last 30 days.

### Related Stocks

- [NBIS.US - Nebius](https://longbridge.com/en/quote/NBIS.US.md)
- [NBIL.US - GraniteShares 2x Long NBIS Daily ETF](https://longbridge.com/en/quote/NBIL.US.md)
- [NEBX.US - Tradr 2X Long NBIS Daily ETF](https://longbridge.com/en/quote/NEBX.US.md)
- [NBIG.US - Leverage Shares 2X Long NBIS Daily ETF](https://longbridge.com/en/quote/NBIG.US.md)
- [DTCR.US - Global X Data Center & Dgtl Infrs ETF](https://longbridge.com/en/quote/DTCR.US.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.