NEW YORK, Feb 16, 2026, 14:12 EST — Market closed.
- Nebius shares jumped ahead of the long weekend. U.S. markets will be closed Monday for Presidents Day.
- Nebius’s newest results are in focus, with investors also watching its aggressive move to secure more power and data-center space.
- Attention shifts to Tuesday’s reopen, with traders watching to see if the bounce after the news sticks.
Nebius Group N.V. finished Friday’s session at $98.01, climbing 9.23%. The stock moved between $88.86 and $100.32 through the day. With U.S. markets shut for Presidents Day on Monday, NBIS shareholders won’t see fresh trading until Tuesday. (Investing.com)
Traders now have a moment to sift through a flurry of company updates from late last week. This stock reacts fast—any change in the schedule for power, chips, or cash, and it’s off to the races.
The next session brings the first unfiltered look at demand for capital-intensive AI infrastructure names at current prices. A holiday sometimes cools the mood—but it can also trap risk for later.
Nebius told investors on Feb. 12 that capital expenditures surged to roughly $2.1 billion in the December quarter, as the company poured money into AI chips and scaled up its data-center footprint. Fourth-quarter revenue landed at $227.7 million, trailing LSEG forecasts, and the net loss widened—now $249.6 million. Nebius supplies Nvidia-based AI cloud services to clients like Microsoft and Meta, jostling for share in the “neocloud” sector alongside players such as CoreWeave. (Reuters)
The company flipped to positive adjusted EBITDA in Q4, reporting $15.0 million. Operating cash flow landed at $834.3 million. Property and equipment purchases hit $2.056 billion — a hefty outlay that highlights just how aggressively it’s pushing expansion.
Founder and CEO Arkady Volozh told shareholders Nebius is eyeing annualized run-rate revenue between $7 billion and $9 billion by the close of 2026, a sharp rise from $1.25 billion projected at 2025’s finish—using the company’s method of annualizing the most recent month’s revenue. On the infrastructure side, Nebius has already locked in over 2 gigawatts of contracted data center power, expecting that to jump past 3 gigawatts by end-2026, with 800 megawatts to 1 gigawatt actually hooked up. “Demand from enterprises and AI-native customers continues to outpace supply,” Volozh wrote. He also pointed to an unused at-the-market share program still in their financing arsenal.
Nebius is ramping up its European expansion with plans for a 240-megawatt data centre in Béthune, near Lille, on the grounds of what used to be a Bridgestone tyre factory. The first stage should be ready by late summer 2026; about half is expected to be running by year-end. CBRE puts construction costs for the project between $2.4 billion and $3.6 billion. According to Nebius, French builder Azur is handling the construction tab, while Nebius itself will secure Nvidia chips right before deployment. (Reuters)
Nebius announced it’s buying Tavily, a company known for powering AI agents with live search infrastructure—tools that let software navigate and interact with the web. The purchase price remains under wraps, with closing likely in the coming weeks. Tavily’s founder and CEO Rotem Weiss said teaming up will “accelerate our ability to scale globally.” (Nebius)
Still, that same spending fueling growth could drag if data centre projects fall behind, power hookups are delayed or demand tapers off, tightening up future funding options. In a recent SEC filing, Nebius said it will swap out Reanda for Deloitte as its auditor in 2026. Reanda had delivered an adverse opinion regarding Nebius’s internal controls over financial reporting for 2024.
No trades hit the tape Monday, so positions get a fresh start when Tuesday opens. All eyes on the stock—does it hold up, or do traders shift focus from momentum to execution risk as the buildout story unfolds?
The next catalyst is simple enough. U.S. markets come back online Tuesday, Feb. 17, and that’s when NBIS faces its first real test after that earnings-fueled move.
