Nebius Posts Soaring Q1 2026 Revenue and Profitability, Secures 1.2 GW for New U.S. AI Facility

Claim 55% Off TipRanksForget margin or options. Here's how the pros trade NBISNebius Group ( (NBIS) ) has issued an announcement. On May 13, 2026, Nebius Group reported unaudited first‑quarter 2026 results showing revenues surged to $399.0 million from $50.9 million a year earlier, with adjusted EBITDA swinging from a $53.7 million loss to a $129.5 million profit and net income from continuing operations rising to $621.2 million. Despite stronger profitability, the company still posted an adjusted net loss of $100.3 million and sharply higher operating costs, while cash from operating activities climbed to $2.26 billion alongside heavy capital expenditures of $2.47 billion. Nebius also disclosed that it has secured up to 1.2 GW of power and land for a new, owned AI factory in Pennsylvania, underscoring an aggressive capacity build‑out to support its expanding AI cloud business. The company updated shareholders via a quarterly letter from founder and CEO Arkady Volozh and scheduled an earnings webcast on May 13, 2026, signaling an effort to reinforce investor communication as it scales infrastructure and balances rapid growth with substantial investment needs. The most recent analyst rating on (NBIS) stock is a Buy with a $205.00 price target. To see the full list of analyst forecasts on Nebius Group stock, see the NBIS Stock Forecast page. Spark’s Take on NBIS Stock According to Spark, TipRanks’ AI Analyst, NBIS is a Neutral. The score is held back primarily by weak underlying financial quality (ongoing operating losses, higher leverage, and deeply negative free cash flow). Technicals are strong and the earnings call supports a bullish growth narrative with solid demand indicators, but the very high valuation and heavy CapEx/execution requirements limit the overall rating. To see Spark’s full report on NBIS stock, click here. More about Nebius Group Nebius Group N.V., headquartered in Amsterdam and listed on Nasdaq under the ticker NBIS, operates as an AI cloud company building a full‑stack platform that spans data processing, model training and production deployment for developers and enterprises worldwide. The group also includes Avride, focused on autonomous vehicles and delivery robots, and TripleTen, an edtech platform for tech reskilling, and holds equity stakes in firms such as ClickHouse and Toloka. Average Trading Volume: 16,171,221 Technical Sentiment Signal: Buy Current Market Cap: $45.08B For an in-depth examination of NBIS stock, go to TipRanks’ Overview page.