Share price
$221.49
−10.84%
Down $26.94 from the prior close. Session range: $220.02–$236.19.
Nebius Shares Drop 11% as $4.5 Billion Bond Finances 80% of Quarterly AI Budget
Shares of Nebius Group N.V. declined 10.8% to $221.49 on Wednesday, after the company announced a $4.5 billion sale of convertible notes. Trading in the U.S. cash market remained open.
Investor dashboard · NASDAQ:NBIS
Nebius: growth meets the funding bill
A proposed $4.5 billion convertible sale covers just 80% of one quarter’s infrastructure spending. The stock’s reaction was larger than the deal itself.
NEBIUS
Market data: Aug. 19, 2026
09:50 EDT / 15:50 CEST
U.S. market open
09:50 EDT / 15:50 CEST
U.S. market open
Value erased
≈$6.9bn
Estimated intraday equity-value loss. That is 1.53× the proposed base note sale.
Trading pulse
9.6m
Shares traded by 09:50 EDT, equal to 46% of three-month average daily volume.
Market value
$60.2bn
The March and proposed August base note deals total 14.7% of current market value.
The financing gap
The useful comparison: one full capital-markets deal does not fund one quarter of deployment.
Session: financing shock, not sector drift
The outsized decline points to convertible dilution and hedging pressure, not a broad AI-infrastructure selloff.
Revenue scale-up
Consensus implies 544% growth in 2026, then 251% in 2027. Forecasts remain preliminary.
Analyst range: conviction is not agreement
Consensus: Buy14 analystsRange: $144–$410
What changes the thesis next
1 · Conversion termsThe premium and coupon will reveal the dilution price investors demanded.
2 · Cash deploymentWatch whether customer prepayments keep pace with the data-center build.
3 · Contracted powerThe 5 GW year-end target matters only if capacity converts into revenue.
Risk check: the note sale is subject to market conditions. Short hedges and share exchanges can add pressure. Stronger bookings, prepayments or faster capacity activation could ease future funding needs.
Bloom Energy Stock Rises 5% as 328 MW Nebius Deal Tests a 17-Times-Sales Valuation
Bloom Energy Corporation shares climbed 5.1% on Monday as investors revisited its role in Nebius Group N.V.’s rapid AI expansion. The stock traded at $241.72 at 10:29 EDT, adding $11.78.
Wall Street opens: Nasdaq outpaces Dow, with AI hardware stocks in the lead
U.S. stocks saw a mixed start on Monday, as the Nasdaq rose 0.21% and the S&P 500 edged up 0.06%, while the Dow slipped 0.13%. At the open, the Nasdaq-Dow difference stood at 0.34 percentage point.
Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share
SANTA CLARA, California, August 15, 2026, 13:12 PDT — NVIDIA Corporation on Friday reported holding $63.44 billion in U.S.-listed equities. Intel and SpaceX represented 80.3% of the portfolio's value.
Nebius Shares Surge 8.9%, Beating Analyst Consensus with $75 Billion Valuation
Nebius Group N.V. gained 8.88% to end Friday at $277.68, giving the AI cloud provider a market capitalisation of $75.49 billion. The closing price finished 4.85% above the consensus 12-month target from analysts.
Nebius Stock (NBIS) Maintains 32% Earnings Rise; $5.7 Billion Capex Poses Challenge to Rally
Nebius Group N.V. finished at $255.04 on Thursday, holding onto a two-day advance of 32.0% following its quarterly earnings report. The stock declined 1.6% during Thursday’s session, after jumping 34.1% on Wednesday.
Nebius Stock (NBIS) Rallies 34% as $9 Billion Prepayment Initiative Addresses Capex Risk
Nebius Group jumped 34% on Wednesday after reporting second-quarter revenue and adjusted profit above expectations. Demand for AI computing capacity drove the gains, ranking Nebius among the top large-cap performers of the session.
IREN stock surges 9% with CoreWeave rally highlighting 160x capacity increase
Shares of IREN Limited rose roughly 9% on Wednesday. There was no fresh operational update from the company. Instead, investors reacted to a robust earnings print from CoreWeave, which lifted sentiment across AI-infrastructure stocks.
Nebius Stock Faces a $49 Billion Earnings Test Before the Bell
Nebius Group N.V. enters Wednesday’s results with a demanding valuation. The shares closed Tuesday at $193.23, before the company’s scheduled premarket release.
Nebius Shares Rise 5% on NASDAQ, $2 Billion Revenue Target Sets Challenge for H2 Earnings
Nebius Group N.V. climbed 4.95% to finish at $193.23 on Tuesday. The stock gained another 5.57% after hours, reaching $204.00 as of 16:54 EDT. The move came as the Nasdaq Composite slipped 0.60%.
CoreWeave (NASDAQ:CRWV) shares gain ahead of earnings with $99 billion order backlog in focus as company faces margin pressures
Shares of CoreWeave Inc. gained 1.2% on Tuesday ahead of its second-quarter earnings release, which is scheduled after the market closes. Analysts project revenue of $2.56 billion and anticipate a per-share loss of $1.20.
IREN (NASDAQ:IREN) Recovers, Gaining About $1.2 Billion Market Value Following Mirantis Deal Completion
IREN Limited gained roughly $1.22 billion in equity value on Friday, following an 8.7% rise just three days after completing its acquisition of Mirantis.
Nebius Group (NASDAQ:NBIS) gains following $7.4 billion Vineland sale
Nebius Group N.V. gained 3.5% in premarket trading on Friday. The advance recouped just 23% of Thursday’s $29.11 drop.
Nebius (NASDAQ:NBIS) Falls 10% as Investors Weigh Q2 Revenue Outlook
Nebius Group N.V. fell nearly 10% on Thursday, lagging behind other artificial-intelligence infrastructure peers on the exchange.
Nebius Group (NASDAQ:NBIS) shares rise 16% as client prepayments intensify Q2 cash-flow scrutiny
Nebius Group N.V. rose 15.9% to $220.71 at last report in Monday afternoon dealings. The increase boosted its basic market value by roughly $7.7 billion, based on the March 31 share total.
Nebius (NASDAQ:NBIS) Shares Soar 28% with Investors Responding to Q4 Revenue Growth
Nebius saw its simple equity value rise by roughly $10.7 billion by midday, based on 253.9 million shares outstanding as of March 31. Following the gains, the stock was just 5.1% under Freedom Capital’s $200 price target.
CoreWeave (NASDAQ:CRWV), Nebius (NASDAQ:NBIS) regain ground amid diverging AI cloud sector cash positions
CoreWeave advanced to $73.45, as Nebius rose to $190.79 during Thursday morning trading. The gains came after a steep, credit-driven selloff on Wednesday.
Nebius (NASDAQ:NBIS) shares fall 10% amid concerns over funding needs and asset-light strategy
NEW YORK, July 29, 2026, 12:58 p.m. EDT – Nebius stock slid 10% as the company’s asset-light approach came under pressure from funding requirements, prompting investor caution.
Nebius stock falls as investors scrutinise software margins in light of $25 billion capital expenditure
Nebius Group slid 12.0% to $165.30 during morning trade on Tuesday, sharply underperforming the broader Nasdaq, which also declined early.
Nebius Shares Rise in Nasdaq Premarket; Nvidia Holds 94.7% Warrant-Based Position
Nebius Group N.V. climbed 6.1% to $199.30 in early trading on Monday after dropping 15.0% to $187.77 on Friday. Premarket trading saw 159,253 shares change hands as of 4:58 a.m. EDT.
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