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NBISNebius Group N.V.Sell5.0·$225.12+6.88%

Nebius Group (NBIS) Q2 2026 earnings — TrendMatrix coverage

BEAT · SMALLER LOSS+21.2% vs estimateEPS -$0.68 vs -$0.86 estVerdict Buy (Wait)Sell

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
-$0.68
Estimate
-$0.86
Surprise
+21.2%
Score at report (before → after)
4.95.1/10

Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.

Report record · Q2 2026

How the report landed

Nebius Group (NBIS) reported a narrower loss than forecast — diluted EPS of -$0.68 against the -$0.86 estimate (a 21.2% beat on a still-unprofitable quarter). TrendMatrix's engine moved from Buy (Wait) (4.9/10) to Sell at 5.1/10 after the report.

Current read · as of 2026-09-05

Where TrendMatrix's rating stands now

TrendMatrix currently rates NBIS Sell at 5.0/10.

3 of the last 4 quarters beat the estimate; this quarter's +21.2% surprise compares with a +94.4% four-quarter average. Next scheduled report: 2026-11-10.

What argues against it

  • Quality below floor (3.7 < 4.0)
  • Reward/Risk 0.9:1 at current price — below 1.5:1 minimum

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$225.12
Price target
$258.02
Stop
$210.54
Upside to target
+14.6%
Reward-to-risk
0.9:1

Model outputs from TrendMatrix’s engine as of 2026-09-05 — shown for context, not personalized investment advice.

Communication Services context

NBIS at TrendMatrix's latest read

Communication and media names are subscriber-economics stories; engagement and ARPU trends behind the print drive the reaction.

Industry
Internet Content & Information
Market cap
$61.55B
P/E (fwd)
-75.5
52-week range
$63.80$299.86
Off 52-week high
24.9%
RSI (14)
33
Volume vs avg
0.68×
Score today
5.0/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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