MarketBeat
08 Jun 2026, 15:48 UTC · 1h ago
Nebius Is Up Nearly 175% This Year—Here's What's Driving the Latest Run
MarketBeat
08 Jun 2026, 15:48 UTC · 1h ago
Story key points
6 claims · impact-rated
Nebius Group has secured a combined $46 billion in committed and contracted revenue from Meta, Microsoft, and NVIDIA. — Massive guaranteed revenue from the world's largest tech companies provides extreme fundamental visibility and validates the company's scale.
+0.90Q1 2026 revenue grew 684% year-over-year, exceeding consensus estimates. — Hyper-growth in revenue confirms the company is successfully scaling its infrastructure and capturing AI demand.
+0.70NVIDIA CEO Jensen Huang publicly endorsed Nebius as one of a select group of world-class AI clouds. — A public endorsement from the primary provider of AI hardware acts as a powerful signal of technical legitimacy to investors.
+0.60Continue reading
6 related stories
Top 3 movers · tap to explore
The company raised its capital expenditure guidance to $20 billion–$25 billion and its power capacity target to over 4 gigawatts by year-end. — Aggressive Capex increases suggest strong future demand but also introduce significant execution and financial risk.
Situational Awareness LP, led by former OpenAI researcher Leopold Aschenbrenner, acquired a 5.6% passive stake in the company. — Investment by a high-profile AI specialist increases institutional confidence and attracts further 'smart money' inflows.
+0.40The stock's current price ($227.81) is significantly above the average analyst price target of $197. — A large gap between market price and analyst targets suggests the stock may be overextended or prone to a correction.
-0.30Ticker attribution
Model heads
Strong revenue growth, massive contracted backlog, and high-profile endorsements from NVIDIA and institutional investors.
Positive mention as a strategic partner and investor in the growing AI infrastructure sector via Nebius.
Mentioned as a client with a multi-year deal, but no material impact on Meta's own financials is detailed.
Mentioned as a client with a multi-billion dollar commitment, but no material impact on Microsoft's own financials is detailed.
Mentioned only as a customer of Nebius; no direct financial impact discussed.
[mutual] NVIDIA endorsed Nebius as a world-class AI cloud and provided a $2 billion investment.
[a_to_b] Meta has a $27 billion multi-year deal with Nebius.
[a_to_b] Microsoft has a $17.4 billion commitment to Nebius.
[a_to_b] Shopify is listed as one of Nebius's customers.
Early access
News Impact Screener scores every headline against the stocks it moves — before the chart reacts. Join the early-access list and get alerted the moment a story hits your tickers.
Impact vectors
9 dimensions · 9 clusters
Market reaction
10 bid · 0 offered
No stock impact ranking available yet.
24/7 Wall Street
1h ago
