$NBIS Catalyst Posts
February 12, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $NBIS Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
169 source posts analyzed· 2026-02-12T12:01:09+00:00$NBIS (Nebius) #earnings are out:
· 2026-02-12T12:31:32+00:00NEBIUS $NBIS JUST REPORTED EARNINGS EPS of -$0.68 missing expectations of -$0.54 Revenue of $228M missing expectations of $239M
· 2026-02-12T02:57:14+00:00Dear god, I don't ask for much, but please give $NBIS a 40% god-dildo tomorrow morning for earnings. Give them a huge deal with Anthropic, OpenAI, and then have Nvidia buy them out the week later for another 60% boost. That can't be too much to ask for god, come on Amen
· 2026-02-12T15:15:43+00:00$NBIS is becoming the platform for teams building AI products, agents or services and the growth curve is getting absurd. • Dec 23: $7M • Dec 24: $35M (5x YoY) • Dec 25: $228M (6.5x YoY) • Dec 26E: $1.4B (6x YoY) I added some shares today.
· 2026-02-12T13:29:15+00:00Did $NBIS just say that cashflow would fund $9.6B–$12B of the $16B–$20B 2026 CapEx guidance???
· 2026-02-12T13:54:49+00:00Thoughts on $NBIS They reported about $30m in profit which exists because of a roughly $600m revaluation gain. Strip that out and the business would have lost about $570m. Operating expenses for the year were about $1.1b, up 130%. Depreciation alone was roughly $400m, up more
· 2026-02-12T14:16:09+00:00Nebius $NBIS brought in $227.7M of revenue in Q4 2025 up from $35.2M in Q4 2024
· 2026-02-12T12:35:27+00:00$NBIS going from 7 data centers to 16 centers is crazy. Now operating cash flow positive. Going from a guide of 100MW landed power to beating with 170MW to now guiding 1000MW... How? Everyone else is still stuck on wait-lists. Margin growth from 10% to 19% to now 24%
· 2026-02-12T12:51:58+00:00$NBIS Q4 2025, everything you need to know at a glance:
· 2026-02-12T19:06:17+00:00Which name is the most likely to 10x? - $TSLA at $1.3T - $IREN at $14B - $CIFR at $6.4B - $NBIS at $22B - $ASTS at $35B - $EOSE at $3.7B - $ZETA at $4B - $OSCR at $3.6B - $PGY at $1B - $ONDS at $4B - $TMDX at $4.6B - $NVO at $169B - $SOFI at $26B - $BTC at $1.3T
· 2026-02-12T12:15:41+00:00We’re not invested in $NBIS for what they are today. We’re invested in $NBIS for what they’ll be in 3+ years. When companies are scaling this fast it’s going to be bumpy and volatile. This is when a high-conviction, long-term investment thesis is your best friend. $NBIS might
· 2026-02-12T12:01:10+00:00$NBIS Q4 EARNINGS ARE OUT! 2025 ARR GUIDANCE SMASHED AND INCREASED 2026 CONTRCTED CAPACITY GUIDANCE!!!
· 2026-02-12T22:24:21+00:00$IREN is building the infrastructure for hyperscalers. $NBIS is becoming a hyperscaler.
· 2026-02-12T14:49:21+00:00$NBIS -4% on lack of new customer announcement but the GPU pricing commentary is positive and squares with recent rally in the Silicon Data Rental Index (chart below): “The prices of GPUs didn't fall even on previous generations of GPUs as the industry may have expected.” “We
· 2026-02-12T13:38:37+00:00$NBIS' COO just confirmed the company still owns a 25% stake in ClickHouse.
· 2026-02-12T22:05:12+00:00$NBIS guided for 3.0GW by end of 2026 while $IREN guided for 3.6GW. That kind of capacity speaks volumes for demand.
· 2026-02-12T02:27:09+00:00I think $NBIS skyrockets tomorrow morning. Why? Because I think people are holding their breath…waiting for Nebius to prove that their guidance is truly attainable. I think this is the ER where they prove that. If I’m wrong, I’ll sell CSP’s so I can average down. If I’m
· 2026-02-12T23:53:37+00:00The difference here is that $NBIS has 170MW of Active Power and 2GW of contracted power (This is not defined of how much is colocation or ownership neither if its secured to actually energize). $IREN has 870MW of Active Power, with 1400MW of Active power coming online in April.
· 2026-02-12T15:52:19+00:00$NBIS COO Ophir Nave on CapEx breakdown - < 1% is for electricity - 20% is for actually builing the DCs - Remaining 79% is for deploying GPUs Nebius is guiding for $16-20B in CapEx in 2026, with 16 data centers by YE (from 7 currently)
· 2026-02-12T00:30:18+00:00Loading up some $NBIS shares before tomorrow mornings earnings Lets hope for a good report, I need it
· 2026-02-12T13:53:30+00:00$NBIS "Our ARR target is NOT contingent upon any hyperscaler or mega deals" $7-$9B could be sandbagged..
· 2026-02-12T22:10:00+00:00$NBIS Honestly, I didn’t think Nebius would grow this rapidly. I will continue to believe in this company. The growth has only just begun.
· 2026-02-12T09:50:28+00:00My fellow $NBIS investors… this is judgment day. Today, contracts meet reality.
· 2026-02-12T18:52:27+00:00In a Red Sea, this mf has audacity to turn green $NBIS
· 2026-02-12T21:36:54+00:00$NBIS の好決算をガッツリ掘り下げようとウキウキで起きたら ソフトウエア銘柄が爆下げしてるやんけ 企業が脱ソフトウエア始めてて、それを受けてパニック売り おいいい
· 2026-02-12T16:49:26+00:00Why are the markets red today? $IREN $CIFR $ASST $TE $NBIS $ZETA
· 2026-02-12T21:53:39+00:00Did you buy the $NBIS dip?
· 2026-02-12T10:30:00+00:00Expected numbers for $NBIS (Nebius) earnings today before open:
· 2026-02-12T13:21:12+00:00$NBIS JUST ANNOUNCED FY2026 REVENUE GUIDANCE: $3B to $3.4B That's a 6X YoY... INSANE
· 2026-02-12T15:32:46+00:00Extremely bullish for $IREN. Worth listening to the $NBIS earnings call.
· 2026-02-12T12:46:05+00:00Fellow $NBIS bulls.. How are we feeling after earnings? I'm personally very excited.
· 2026-02-12T14:55:47+00:00My top pick for 2026 is $NBIS $200 feels like very conservative like literally very conservative. Also, I added 1200 more shares today all the way from $90 to $80 I’ll be buying more below $80 all the way down any dips thrown at my face
· 2026-02-12T15:22:56+00:00All the accounts who were calling for a major $NBIS crash are awfully quiet right now
· 2026-02-12T13:36:18+00:00$NBIS new (diluted) stake in Clickhouse = 25% confirmed by COO on the earnings call
· 2026-02-12T12:17:27+00:00$NBIS Q4 Earnings, my full thoughts: What a freaking amazing company. Executing insanely well. Crushing even my high expectations. I trust them 100%. No idea wtf the market is doing, but at this price I just want to stack all kinds of calls. NFA!
· 2026-02-12T13:18:42+00:00$NBIS extends depreciation of GPUS from 4 years to 5 years to reflect current utilization commitments.
· 2026-02-12T12:45:04+00:00$NBIS the headline numbers don’t matter. The numbers that truly matter are absolutely insane:
· 2026-02-12T13:45:00+00:00$NBIS "Our ARR target is not contingent upon any more mega deals". Wow! That means any other hyperscaler deal will most likely add to ARR...at least that's how I read that.
· 2026-02-12T02:58:22+00:00$NBIS tomorrow before the bell, could legit break or ignite the data center theme. I'm sure there aren't NBIS vs IREN fights right now, cause they both need each other to perform well at this juncture. NBIS despite all the shenanigans last 4 months still hasn't filled the
· 2026-02-12T12:04:59+00:00$NBIS Guiding for 16 sites They had 7 in 2025
· 2026-02-12T13:35:30+00:00$NBIS "No concrete plans to use ATM in the near future."
· 2026-02-12T12:28:59+00:00$NBIS Triple Ten grew revenue by 88% YoY and accounted for 6% of group revenue in Q4
· 2026-02-12T13:15:42+00:00$NBIS core AI business grew 830% year over year
· 2026-02-12T15:28:19+00:00JUST IN: $NBIS: “Our ARR target is NOT contingent upon any hyperscaler or mega deals.” Bank of New York Mellon just went ALL IN on $NBIS. They just increased their position with 567.93% increase. They bought ABOVE $90 after the 2025 run-up. Not the bottom. Not a dip.
· 2026-02-12T21:29:49+00:00It's becoming increasingly clear to me that $NBIS having its own software stack for AI data centers is a big advantage, not a disadvantage — especially the minimal cluster management software layer. $IREN will do well with hyperscalers, but that reliance also makes it vulnerable
· 2026-02-12T13:06:56+00:00$NBIS Arkady: "We only started this company 1.5 years ago Now, we're one the leading Cloud AI providers"
· 2026-02-12T13:55:50+00:00$NBIS “100% of customers renting GPUS are also utilizing our software services. So we have 100% attach rate.” “Early stages of our monetization journey”
· 2026-02-12T23:15:44+00:00$NBIS How can the market fight against such confidence and conviction from management? How can you possibly read the following comments from the management and not get bullish? “When we announced our $7-9B ARR target YE2026 three months ago, there were questions about our
· 2026-02-12T12:16:22+00:00$NBIS WHAT. A. QUARTER.
· 2026-02-12T16:29:24+00:00demand is still hot $NBIS $IREN
· 2026-02-12T12:16:35+00:00$NBIS CEO about raising capital: • "We are very pleased with our healthy balance sheet, including $3.7 billion of cash, which places us in a great position for implementing our 2026 and future growth plans." • "Achieving our first quarter of positive operating cash flow in Q4
· 2026-02-12T18:18:14+00:00$NBIS taking in $1.566B in deferred revenue to help fund the capacity buildout. But wait…according to $IREN bulls, Nebius wasn’t supposed to be getting any pre-payments??
· 2026-02-12T12:49:14+00:00$NBIS Looks like a solid quarter for Nebius. They sold out of capacity in Q4, while beginning to deliver to $MSFT. ARR continues to accelerate. The earnings call should be especially illuminating, as they'll share updated guidance. But moving from 2 gw of contracted power to 3
· 2026-02-12T14:10:32+00:00The core bear thesis on $NBIS was that legacy GPUs would become obsolete. Yet management just disclosed customers are locking in 12+ month contracts and accepting price increases on Hopper clusters.
· 2026-02-12T14:08:02+00:00$NBIS $7-$9B ARR guidance not dependent on any new hyperscaler deals
· 2026-02-12T17:35:14+00:00$NBIS Nebius is doing an Elon type speedrun and that makes some people uncomfortable. You need to believe the story for the financials to work out. That’s also why where the alpha is.
· 2026-02-12T12:09:46+00:00$NBIS smashes their $1.1b ARR guide and delivers $1.25b ARR! - Maintains $7-9b ARR FY26 - Guides for 16 sites FY26 - More than 3.0 GW $NBIS
· 2026-02-12T07:45:55+00:00$NBIS reports today, and given their track record so far, I feel long shareholders will be very happy with the progress. But at the same time, I don’t think the market will meet the report with buy orders. It also wouldn’t surprise me if it meets it with a selloff. The reason
· 2026-02-12T13:51:46+00:00$NBIS - Average selling prices increased by > 50% - Sold out of Hopper GPUS - short term contracts renewing for LTAs - GPU rental prices increasing - customers prepaying capacity
· 2026-02-12T12:44:14+00:00$NBIS Earnings: $350-500+ per share! I added $NBIS back to the portfolio today. Was I lucky enough to catch the dip at $82 again? Nope. I was in the garage cleaning. Classic. Added at $87. Fine by me. Easy 100% gain here in 1 year. Here’s what matters from earnings: >
· 2026-02-12T12:09:49+00:00$NBIS EBIDTA Margins now 24% this quarter was 19% in Q3, 10% in Q2
· 2026-02-12T14:28:53+00:00$NBIS Look, I get it, my $NBIS recommendation has been highly volatile with a lot of negative sentiment. This has test your patience to the absolute limit! As it has mine too. Yet, beyond the noise, the business just delivered something that truly matters, more than $800
· 2026-02-12T12:06:43+00:00$NBIS Achieving our FIRST QUARTER of positive operating cash flow. Beautiful
· 2026-02-12T14:37:34+00:00$NBIS Strong earnings guidance Retesting 200 day ma Very bullish if it holds
· 2026-02-12T19:57:16+00:00My $NBIS earnings take: seekingalpha.com/article/486954 …
· 2026-02-12T13:18:30+00:00$NBIS has NOT used the At the market capital program
· 2026-02-12T13:23:48+00:00$NBIS CEO sees clear signals from customers that market is expanding
· 2026-02-12T12:57:12+00:00$NBIS I expect most price targets from covering institutions to go up with all the good news.
· 2026-02-12T13:26:08+00:00$NBIS average contract duration for new customers grows by 50%
· 2026-02-12T13:26:14+00:00After seeing all hyperscalers give $100B+ guidances, $AMZN $200B, and now $NBIS giving a $16-20B capex guidance, I have realised that I don't own enough semis. Next year, all the data center equipment infrastructure names will print cash. $ALAB $NVDA $AMD $MU $SNDK $SMCI $ASML
· 2026-02-12T13:19:58+00:00$NBIS - no delays on delivery of $META and $MSFT tranches. contracts remain on schedule
· 2026-02-12T12:41:34+00:00$NBIS CAPEX for Q4 lower than expected. Probably some infrastructure delays or timing delays, nothing to read into. Thoughts?
· 2026-02-12T12:49:32+00:00$NBIS Core AI business up 802% YoY to $214M.. ...
· 2026-02-12T12:09:03+00:00Me likey $NBIS
· 2026-02-12T12:58:12+00:00$NBIS IS UP 3.5% PREMARKET AFTER REPORTING EARNINGS
· 2026-02-12T19:14:04+00:00In 2030 no one will remember that: $CIFR was at $15 $ONDS was at $9 $IREN was at $40 $NBIS was at $88 $KRKNF was at $7 $RKLB was at $66 $ASTS was at $82 We all be checking those Yahoo charts to post HOW BAD ASS we were HODL our sh*t together, throughout one of markets most
· 2026-02-12T00:41:30+00:00$NBIS
· 2026-02-12T13:38:37+00:00$NBIS confirmed their ClickHouse stake is now worth 25% Making their stake $3.75B
· 2026-02-12T13:21:09+00:00$NBIS CFO Dado Alonso said the company is on track to achieve operating margins of 30-40% in the medium term.
· 2026-02-12T00:20:09+00:00We are excited to announce the early release of our $NBIS Vineland, NJ deep dive ahead of earnings! Check out the full length analysis in the comments The Vineland facility represents the primary U.S. operational anchor for Nebius. This site proves that hyperscale AI
· 2026-02-12T12:31:35+00:00$NBIS: Core AI business revenue increase was +802% YoY in Q4 2025 alone... Accounting for approximately 94% of total revenue in Q4.
· 2026-02-12T13:33:16+00:00$NBIS is projecting a 40% adjusted EBITDA margin for 2026, which is a very solid number for an AI infrastructure play in hyper-growth mode. Even though they expect EBIT to remain in the red due to massive R&D and GPU deployment, that 40% margin shows the underlying business is
· 2026-02-12T13:34:10+00:00Do you guys realise that $NBIS should be trading for at least $170 a share? But imo. $300 is something that i would call fair value based on guidance. And surprise surprise that is exactly the Wave III target.
· 2026-02-12T12:21:11+00:00$NBIS will close green today. Pretty confident.
· 2026-02-12T08:11:28+00:00$NBIS: Pre-Earnings Crossroads $NBIS saw more selling pressure alongside the broader market on Wednesday. We are seeing a clear rejection at the 50SMA again, but the stock is successfully holding the wedge bottom for now. However, this leaves very little wiggle room. As
· 2026-02-12T13:52:43+00:00$NBIS 25% Stake in Clickhouse is worth $5B EV discounting Clickhouse is $17B
· 2026-02-12T12:31:55+00:00$NBIS has already delivered both contracted tranches to $META on time and is now fully in the servicing stage ARR came in at $1.25B for December, which already includes the Meta deal
· 2026-02-12T21:05:20+00:00$NBIS held strong on double volume
· 2026-02-12T14:31:16+00:00$NBIS Morning short flushing to pm lows
· 2026-02-12T12:06:24+00:00$NBIS earnings are out. REVENUE: $228M ( Up 547% YoY ) ADJUSTED EBDITA: 24% margin 2025 ARR: $1.25B ( Well above guidance $900M - $1.1B )
· 2026-02-12T15:10:31+00:00$NBIS held $102 is the next resistance
· 2026-02-12T08:57:17+00:00$NBIS will be streaming the earnings call with moomoo subtitles attached Nebius Group A 2025 Q4 Earnings Call (with Japanese subtitles) moomoo.com/ja/community/f … $Nebius Group ( NBIS.US)$ is scheduled to hold its 2025 Fourth Quarter earnings conference call on
· 2026-02-12T08:08:59+00:00Ready for $NBIS earnings tomorrow.
· 2026-02-12T13:19:02+00:00$NBIS $16-20B CAPEX GUIDANCE FOR 2026 INSANE
· 2026-02-12T07:19:46+00:00Nebius Earnings Live | The Solid Report LIVE AT 6:45 AM EST | YouTube Link $NBIS Earnings Report Compare to $IREN New Deals? $MSFT $META Live Earnings Call at 8AM EST
· 2026-02-12T13:11:39+00:00$NBIS "We are reiterating our $7-9 Billion ARR...our conviction has actually gotten STRONGER"
· 2026-02-12T12:01:48+00:00$NBIS HUGE!!!!!
· 2026-02-12T13:58:50+00:00$NBIS "We will CONTINUE to look for more companies to strengthen our position as a full-stack AI cloud provider" Tavily will not be the last M&A deal folks
· 2026-02-12T13:12:24+00:00$NBIS Already sold out for Q1...
· 2026-02-12T17:50:02+00:00$NBIS Nebius Earnings Were ABSOLUTELY AMAZING!!
· 2026-02-12T12:19:16+00:00If you’re focused on $NBIS revenue miss for this earnings, you don’t understand the company. This build out is impressive…
· 2026-02-12T12:07:06+00:00$NBIS, the Amsterdam-based Al cloud services firm, is planning a new 240-megawatt data centre in Béthune, France, near Lille, that will be one of Europe's largest when it is finished, the company said on Thursday. The project, a redevelopment of a former Bridgestone tyre
· 2026-02-12T13:12:08+00:00$NBIS "Everything we build, we sell"
· 2026-02-12T15:05:54+00:00$NBIS GREEN
· 2026-02-12T12:24:33+00:00$NBIS "We are confident in our ability to deliver on our increased target for greater than 3 GW of contracted power by end of 2026" This makes me confident that they are on track to meet or potentially beat the $7B-$9B in ARR guidance they have provided for 2026
· 2026-02-12T12:18:13+00:00$NBIS is focused on vertical integration “Most capacity from our new locations will come from owned data centers.”
· 2026-02-12T13:01:40+00:00Here is how $NBIS price moved after the print. It had a knee jerk -8% move and has recovered plus more.
· 2026-02-12T21:03:25+00:00$NBIS says hi
· 2026-02-12T13:12:34+00:00$NBIS "We are becoming the AI cloud provider of choice"
· 2026-02-12T12:14:14+00:00$NBIS Delivered 170MW of active power vs 100MW INSANE.
· 2026-02-12T05:37:30+00:00$NBIS dropped another -3% as I warned in the previous post after it got rejected from the support bands. $NBIS needs to close above the 20 SMA before it can head to my target of $115+. Watching closely, don't miss out!
· 2026-02-12T13:20:46+00:00$NBIS Flipped From -10% to Green - I Added The Dip $NBIS had a massive sell-off from earnings this morning, dropping 10% before completely reversing and turning green. I added on the way down. The Q4 Numbers: • Q4 Revenue: Up 547% YoY to $228M • Core AI Revenue: Up 802% YoY
· 2026-02-12T13:08:00+00:00Analyst numbers a bit clunky this quarter, but $NBIS thesis seems very in tact.
· 2026-02-12T18:50:06+00:00$NBIS — 9 new Data Centers announced by Nebius today including plans to build a new 240MW DC in Béthune near Lille in France This will be one of Europe’s largest DCs when it is finished “The project, a redevelopment of a former Bridgestone tyre plant, is expected to begin
· 2026-02-12T14:19:54+00:00$NBIS Earnings Call ARR Update!! Nebius CRO Marc Borodistsky said they are very confident in their 7-9B ARR trajectory by end 2026! AND this 7-9B ARR guidance does NOT include any potential new hyperscaler deals!!
· 2026-02-12T12:03:03+00:00$NBIS posts strong Q4 results and raises 2026 Capacity Guidance to 3GW!
· 2026-02-12T19:25:48+00:00$NBIS Cyn Research rates Nebius a STRONG BUY after Q4 report. KEY POINTS: “NBIS targets 40% adjusted EBITDA margins by 2026, with significant capex plans largely financed by customer prepayments.” “GPU rental prices are rising, contracts are lengthening, and the Tavily
· 2026-02-12T12:29:18+00:00$NBIS letter to shareholders: - 16 capacities - $META and $MSFT are served - 170 MW of active power
· 2026-02-12T11:51:40+00:00$NBIS up 2.5% pre-marekt Numbers come out soon!
· 2026-02-12T13:56:09+00:00$NBIS team is expecting to reach 40% adjusted EBITDA margin in 2026
· 2026-02-12T14:33:13+00:00$NBIS earnings are out! What can I say? I’m extremely bullish! So bullish that I’m considering buying more even though my average is $24 and $NBIS is already my largest position. I just feel like I don’t own enough $NBIS, and buying here feels like a generational
· 2026-02-12T13:35:23+00:00$NBIS "We will not use the ATM offering in the near future. It's just another tool in the toolbox' Ophir Nave - COO
· 2026-02-12T12:10:52+00:00$NBIS EARNINGS SMASH -Capacity guidance raised to >3 GW for 2026, showing strong expansion of AI cloud infrastructure. -Global footprint scaling to 16 sites, with most new capacity coming from owned data centers — improves control, margins, and long-term economics.
· 2026-02-12T13:09:45+00:00$NBIS "Raising to MORE than 3 GW"
· 2026-02-12T12:05:36+00:00$NBIS Impressive release.
· 2026-02-12T14:54:48+00:00If you aren’t loading $nbis after the proof of execution you are gonna chase at 150$+
· 2026-02-12T15:19:42+00:00$NBIS Crushed Q4 Earnings!! My Earnings Summary Overview: Nebius reported VERY strong results this morning, exceeding my expectations!! Once again Arkady proves that he underpromises and overdelivers. Key updates include core AI cloud business revenue growing 830% YoY
· 2026-02-12T12:11:23+00:00$NBIS Data center site map
· 2026-02-12T12:51:28+00:00$NBIS ALREADY ERASED THE INITIAL MOVE DOWN, NOW UP +4%
· 2026-02-12T23:13:01+00:00$NBIS The music to my ears was these 2 sentences that de-risked most of the uncertainties, skepticism, and doubts about funding to scale to such big ARR targets: “The majority of our CapEx guidance (60% or more) will be financed by the cash we’ve received and will continue to
· 2026-02-12T14:10:29+00:00Incredible trajectory for $NBIS Twice as many long term contracts QoQ Average selling prices increased by more than 50%
· 2026-02-12T13:32:35+00:00$NBIS at least 60% of the capex guide of $16-$20B for 2026 would be funded by cashflow. That would be $9.6B-$12B funded by cashflow.
· 2026-02-12T12:13:07+00:00$NBIS Core AI business ADJ EBITDA Margin - Q2 10% - Q3 19% - Q4 24% More than doubling in 2 quarters!
· 2026-02-12T23:27:24+00:00$NBIS from 7 in 2025 to 16 data centres in 2026
· 2026-02-12T12:04:21+00:00$NBIS YE 2025 ARR BEAT EXPECTATIONS $1.25B OF ARR vs $900M-$1.1B SHEESHHH
· 2026-02-12T11:54:27+00:00$NBIS earnings in one hour! Watching for commentary on Token Factory inference scaling, U.S. data center progress, 2026 capacity updates, and pipeline momentum. Execution quarter. Let’s see if they prove it!
· 2026-02-12T12:10:13+00:00$NBIS 2025 ARR BEAT - $1.25B vs $0.9-1.1B - $7-9B 2026 ARR Guidance
· 2026-02-12T12:27:22+00:00$NBIS Q4 Earnings Report Released! Major 2025 Updates: Nebius beats ARR guidance for 2025, achieving 1.25B ARR by end of year Nebius beat active power guidance, coming in at 170MW instead of 100MW Positive Operating Cash Flow GUIDANCE for end of 2026: Nebius raises
· 2026-02-12T12:05:19+00:00$NBIS -6% after ER
· 2026-02-12T20:03:06+00:00$NBIS missed Q4, but that doesn't tell the entire story. Guidance was phenomenal. Watch my thoughts here: youtu.be/xctyu7gdd0Y
· 2026-02-12T21:43:14+00:00Didn’t notice…. $NBIS
· 2026-02-12T13:10:38+00:00$NBIS new data center in Lille, France
· 2026-02-12T13:17:38+00:00$NBIS 2026 Capex Guide: FY' $16-$20B
· 2026-02-12T23:06:00+00:00$NBIS / @ClickHouseDB After $15B valuation funding round by ClickHouse, everyone assumed the $NBIS stake would be diluted, but management confirmed today that they still own 25% of the stake, which is now worth $3.75B, but would be significantly more as ClickHouse scales Also,
· 2026-02-12T12:10:11+00:00$NBIS
· 2026-02-12T15:13:55+00:00I agree with @mvcinvesting . The future is bright for $NBIS.
· 2026-02-12T12:11:25+00:00$NBIS confirms new Alabama site and announces new collocation sites across Minnesota, Oklahoma, and France. Will be adding these to our site deep dive series! Exciting news and a massive earnings day!
· 2026-02-12T13:09:39+00:00Bullish $NBIS
· 2026-02-12T13:13:13+00:00$NBIS
· 2026-02-12T12:58:32+00:00$NBIS will be forward looking. This quarter just demonstrates it's capability to execute to its guidance. 7 to 9B still remains intact. Contracted power raised to 3GW. This translates capability to increase sites and more deals. EPS and revenue remains negative yet
· 2026-02-12T21:04:48+00:00Who listened to RM? $NBIS
· 2026-02-12T14:28:47+00:00$NBIS Earnings update: Another new Nebius milestone — ADJ EBITDA positive on a group level for the first time in Q4
· 2026-02-12T12:15:00+00:00$NBIS Mäntsälä campus: In the calculus of AI infrastructure, if power and cooling represent the floor of a facility's capability, the interconnect fabric represents its ceiling. For large-scale distributed training, the limiting factor on performance is rarely the peak FLOPS of
· 2026-02-12T20:16:51+00:00$834M operating cash flow in a single quarter. Hyperscalers are literally pre-funding Nebius's buildout. That changes the entire risk calculus on $NBIS. Full breakdown in the article below : open.substack.com/pub/noegrs/p/n …
· 2026-02-12T14:53:01+00:00Shopping day for $NBIS and $OPEN Added at $86 & $4.48 Be greedy when others are fearful, be fearful when others are greedy Warren Buffet ~
· 2026-02-12T13:38:42+00:00Nebius confirms it still holds a 25% stake in ClickHouse and believes the value of it will significantly increase in the mid term. $NBIS
· 2026-02-12T12:17:24+00:00$NBIS STELLAR EARNINGS AND ON TRACK FOR 7-9B ARR.
· 2026-02-12T12:11:59+00:00$NBIS Nebius Earnings are OUT : - ARR of 1.25B, ahead of guidance - 170MW of active power ($7,35 million ARR per MW) - $824 mm of positive operating cash flows - Group EBITDA of 24% (up from 19% previous quarter) Guidance : - On track for $7-$9 billion ARR by year end - 3GW
· 2026-02-12T19:03:37+00:00$nbis has become the largest AI infrastructure company in EU
· 2026-02-12T13:15:41+00:00$NBIS 2026 GUIDANCE: FY 26' $3-3.4B in Revenue
· 2026-02-12T12:33:38+00:00$NBIS green on earnings.
· 2026-02-12T13:33:42+00:00Nebius $NBIS COO and Board Member Ophir Nave about CapEx breakdown - Less than 1% is for electricity - 20% are for actually builing the DCs - The remaining is for GPUs GPUs makers truly are printing billions.
· 2026-02-12T21:11:41+00:00I thought I was done adding to my $NBIS position…. guess not.
· 2026-02-12T03:00:02+00:00The economics of high-performance compute are increasingly dictated by the efficiency of the envelope surrounding it. $NBIS has a solution. In the context of large-scale AI clusters, the @nebiusai Mäntsälä facility represents a masterclass in structural margin. By leveraging
· 2026-02-12T13:08:27+00:00$NBIS Arkady just said their capacity for Q1 2026 is already sold out.
· 2026-02-12T20:52:35+00:00INITIAL THOUGHTS ON NEBIUS'S Q4 2025 EARNINGS $NBIS So, @nebiusai has reported its Q4 2025 results. This report was expected to be highly interesting, especially since the company was likely to provide guidance for the current year—which it did, while also revealing plans to
· 2026-02-12T13:08:57+00:00$NBIS just showed why it’s becoming a core AI infrastructure play. ARR smashed guidance to $1.25B and FY26 target jumped to $7–9B. Contracted power raised to 3+ GW with global expansion underway. They’re locking in the AI demand wave years ahead. Short-term numbers matter less
· 2026-02-12T20:57:03+00:00Mood… @nebiusai $NBIS
· 2026-02-12T02:27:36+00:00I think $NBIS skyrockets tomorrow morning. Why? Because I think people are holding their breath…waiting for Nebius to prove that their guidance is truly attainable. I think this is the ER where they prove that. If I’m wrong, I’ll sell CSP’s so I can average down. If I’m