2025 Q3 -tulosraportti
65 päivää sitten56 min
Tarjoustasot
Määrä
Osto
77
Myynti
Määrä
1 100
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
105,76VWAP
Alin
101,1VaihtoMäärä
319,8 4 727 522
VWAP
Ylin
105,76Alin
101,1VaihtoMäärä
319,8 4 727 522
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr, FactSet| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 17.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11.2025 | |
| 2025 Q2 -tulosraportti | 7.8.2025 | |
| 2025 Q1 -tulosraportti | 20.5.2025 | |
| 2024 Q4 -tulosraportti | 20.2.2025 | |
| 2024 Q3 -tulosraportti | 31.10.2024 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·1 t sittenI am constantly surprised by how you gather all that information. Would anyone like to share some of their sources, where it generally is a good place to stay updated on the stock market world? Shoot away! Good day to you all❄️
2 t sitten2 t sittenHas there been or do you think there will be any problems with the founders being Russian and ex-Yandex, considering for example investments in the EU and ongoing sanctions etc.? Or have they completely detached themselves of any Yandex ties?
·1 t sittenNope. That must be because the company's headquarters is located in Europe, and not Usa. It also has large interests in Israel, which some like to boycott🙄
·3 t sittenAverage price target: $151. Morgan Stanley initiates coverage: Morgan Stanley initiates coverage on $NBIS with an Equalweight rating and a $126 Price Target. The firm highlights $NBIS' broader software platform and managed services, its diversified customer base, and positioning to benefit from rising AI infrastructure demand. Morgan Stanley also points to value from non-core businesses and equity stakes, which add to the overall sum-of-the-parts value beyond pure AI compute. Long term, the firm believes $NBIS is well positioned to bring significant capacity online, scale rapidly, and eventually inflect margins and FCF meaningfully. However, near-term financials remain under pressure. Heavy capex to deliver the company’s 2.5 GW contracted power target by YE2026 and accelerating depreciation (on a four-year useful life) are expected to keep EBIT and FCF deeply negative over the next few years. Morgan Stanley views the company’s $7-9B 4Q26 ARR target as optimistic and questions what would be required for $NBIS to outperform expectations. Given ongoing margin pressure, the firm suggests investors focus more on EBITDA and longer-term metrics rather than near-term earnings.- ·8 t sittenThe number of shareholders holding Nebius Group is increasing day by day at Nordnet. 5709 shareholders own Nebius as of today at Nordnet. So it is clear that many believe 2026 can be a good year for AI and infrastructure. 📈🟢🖥️
·12 t sittenMain reasons for today's decline are early reports from major banks weighing on the market. Disappointing bank earnings and fears of regulatory conditions (such as, for example, caps on credit card interest rates, which can squeeze margins). Bank of America (fell due to cost outlook issues), Citigroup (saw an increase in advisory fees), JPMorgan (reported lower profit than expected), Wells Fargo (missed profit estimates). This downturn in the financial sector spread to technology, as higher borrowing costs and political uncertainty reduce the appetite for growth stocks. Sticky inflation and higher yields (e.g., government bond rates) make interest rate cuts less likely, which harms high-multiple AI/tech companies that rely on low-interest rate environments for expansion. Investors demand real revenues from AI investments rather than hype, amidst broader concerns about a bubble in 2026. Skepticism related to AI and pressure from the SaaS sector: Software and SaaS stocks were hit hardest, with Salesforce falling sharply after their Slackbot AI agent was seen as incremental rather than transformative. Oppenheimer downgraded Adobe due to weak AI monetization, triggering a broader sell-off of names like Asana (-8%), Monday.com (-4%) and others. New AI tools, such as Anthropic's Claude Cowork, disrupt traditional workflows by acting as cross-tool agents, increasing fears of commoditization of older SaaS models (e.g., per-seat pricing versus AI-driven per-task). Sector rotation and broader AI headwinds: Capital flowed out of megacap technology into areas like energy and crypto (Bitcoin up 3%, Ethereum up 6%). Ongoing issues include a lack of AI infrastructure (e.g., data centers, chips) driving up costs without immediate productivity gains, and unprofitable subsidies in the "API race to the bottom." Some see this as the AI wave "topping out," with potential for further declines if the hype subsides.
·9 t sittenIt could be that a decline of 3% is so small that it becomes difficult to conclude what the causes are. For example, if a couple, three large funds chose to sell some of their positions to secure profit, then that might have been enough.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q3 -tulosraportti
65 päivää sitten56 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 t sittenI am constantly surprised by how you gather all that information. Would anyone like to share some of their sources, where it generally is a good place to stay updated on the stock market world? Shoot away! Good day to you all❄️
- 2 t sitten2 t sittenHas there been or do you think there will be any problems with the founders being Russian and ex-Yandex, considering for example investments in the EU and ongoing sanctions etc.? Or have they completely detached themselves of any Yandex ties?·1 t sittenNope. That must be because the company's headquarters is located in Europe, and not Usa. It also has large interests in Israel, which some like to boycott🙄
- ·3 t sittenAverage price target: $151. Morgan Stanley initiates coverage: Morgan Stanley initiates coverage on $NBIS with an Equalweight rating and a $126 Price Target. The firm highlights $NBIS' broader software platform and managed services, its diversified customer base, and positioning to benefit from rising AI infrastructure demand. Morgan Stanley also points to value from non-core businesses and equity stakes, which add to the overall sum-of-the-parts value beyond pure AI compute. Long term, the firm believes $NBIS is well positioned to bring significant capacity online, scale rapidly, and eventually inflect margins and FCF meaningfully. However, near-term financials remain under pressure. Heavy capex to deliver the company’s 2.5 GW contracted power target by YE2026 and accelerating depreciation (on a four-year useful life) are expected to keep EBIT and FCF deeply negative over the next few years. Morgan Stanley views the company’s $7-9B 4Q26 ARR target as optimistic and questions what would be required for $NBIS to outperform expectations. Given ongoing margin pressure, the firm suggests investors focus more on EBITDA and longer-term metrics rather than near-term earnings.
- ·8 t sittenThe number of shareholders holding Nebius Group is increasing day by day at Nordnet. 5709 shareholders own Nebius as of today at Nordnet. So it is clear that many believe 2026 can be a good year for AI and infrastructure. 📈🟢🖥️
- ·12 t sittenMain reasons for today's decline are early reports from major banks weighing on the market. Disappointing bank earnings and fears of regulatory conditions (such as, for example, caps on credit card interest rates, which can squeeze margins). Bank of America (fell due to cost outlook issues), Citigroup (saw an increase in advisory fees), JPMorgan (reported lower profit than expected), Wells Fargo (missed profit estimates). This downturn in the financial sector spread to technology, as higher borrowing costs and political uncertainty reduce the appetite for growth stocks. Sticky inflation and higher yields (e.g., government bond rates) make interest rate cuts less likely, which harms high-multiple AI/tech companies that rely on low-interest rate environments for expansion. Investors demand real revenues from AI investments rather than hype, amidst broader concerns about a bubble in 2026. Skepticism related to AI and pressure from the SaaS sector: Software and SaaS stocks were hit hardest, with Salesforce falling sharply after their Slackbot AI agent was seen as incremental rather than transformative. Oppenheimer downgraded Adobe due to weak AI monetization, triggering a broader sell-off of names like Asana (-8%), Monday.com (-4%) and others. New AI tools, such as Anthropic's Claude Cowork, disrupt traditional workflows by acting as cross-tool agents, increasing fears of commoditization of older SaaS models (e.g., per-seat pricing versus AI-driven per-task). Sector rotation and broader AI headwinds: Capital flowed out of megacap technology into areas like energy and crypto (Bitcoin up 3%, Ethereum up 6%). Ongoing issues include a lack of AI infrastructure (e.g., data centers, chips) driving up costs without immediate productivity gains, and unprofitable subsidies in the "API race to the bottom." Some see this as the AI wave "topping out," with potential for further declines if the hype subsides.·9 t sittenIt could be that a decline of 3% is so small that it becomes difficult to conclude what the causes are. For example, if a couple, three large funds chose to sell some of their positions to secure profit, then that might have been enough.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
77
Myynti
Määrä
1 100
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
105,76VWAP
Alin
101,1VaihtoMäärä
319,8 4 727 522
VWAP
Ylin
105,76Alin
101,1VaihtoMäärä
319,8 4 727 522
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr, FactSet| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 17.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11.2025 | |
| 2025 Q2 -tulosraportti | 7.8.2025 | |
| 2025 Q1 -tulosraportti | 20.5.2025 | |
| 2024 Q4 -tulosraportti | 20.2.2025 | |
| 2024 Q3 -tulosraportti | 31.10.2024 |
2025 Q3 -tulosraportti
65 päivää sitten56 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr, FactSet| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 17.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 11.11.2025 | |
| 2025 Q2 -tulosraportti | 7.8.2025 | |
| 2025 Q1 -tulosraportti | 20.5.2025 | |
| 2024 Q4 -tulosraportti | 20.2.2025 | |
| 2024 Q3 -tulosraportti | 31.10.2024 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·1 t sittenI am constantly surprised by how you gather all that information. Would anyone like to share some of their sources, where it generally is a good place to stay updated on the stock market world? Shoot away! Good day to you all❄️
- 2 t sitten2 t sittenHas there been or do you think there will be any problems with the founders being Russian and ex-Yandex, considering for example investments in the EU and ongoing sanctions etc.? Or have they completely detached themselves of any Yandex ties?·1 t sittenNope. That must be because the company's headquarters is located in Europe, and not Usa. It also has large interests in Israel, which some like to boycott🙄
- ·3 t sittenAverage price target: $151. Morgan Stanley initiates coverage: Morgan Stanley initiates coverage on $NBIS with an Equalweight rating and a $126 Price Target. The firm highlights $NBIS' broader software platform and managed services, its diversified customer base, and positioning to benefit from rising AI infrastructure demand. Morgan Stanley also points to value from non-core businesses and equity stakes, which add to the overall sum-of-the-parts value beyond pure AI compute. Long term, the firm believes $NBIS is well positioned to bring significant capacity online, scale rapidly, and eventually inflect margins and FCF meaningfully. However, near-term financials remain under pressure. Heavy capex to deliver the company’s 2.5 GW contracted power target by YE2026 and accelerating depreciation (on a four-year useful life) are expected to keep EBIT and FCF deeply negative over the next few years. Morgan Stanley views the company’s $7-9B 4Q26 ARR target as optimistic and questions what would be required for $NBIS to outperform expectations. Given ongoing margin pressure, the firm suggests investors focus more on EBITDA and longer-term metrics rather than near-term earnings.
- ·8 t sittenThe number of shareholders holding Nebius Group is increasing day by day at Nordnet. 5709 shareholders own Nebius as of today at Nordnet. So it is clear that many believe 2026 can be a good year for AI and infrastructure. 📈🟢🖥️
- ·12 t sittenMain reasons for today's decline are early reports from major banks weighing on the market. Disappointing bank earnings and fears of regulatory conditions (such as, for example, caps on credit card interest rates, which can squeeze margins). Bank of America (fell due to cost outlook issues), Citigroup (saw an increase in advisory fees), JPMorgan (reported lower profit than expected), Wells Fargo (missed profit estimates). This downturn in the financial sector spread to technology, as higher borrowing costs and political uncertainty reduce the appetite for growth stocks. Sticky inflation and higher yields (e.g., government bond rates) make interest rate cuts less likely, which harms high-multiple AI/tech companies that rely on low-interest rate environments for expansion. Investors demand real revenues from AI investments rather than hype, amidst broader concerns about a bubble in 2026. Skepticism related to AI and pressure from the SaaS sector: Software and SaaS stocks were hit hardest, with Salesforce falling sharply after their Slackbot AI agent was seen as incremental rather than transformative. Oppenheimer downgraded Adobe due to weak AI monetization, triggering a broader sell-off of names like Asana (-8%), Monday.com (-4%) and others. New AI tools, such as Anthropic's Claude Cowork, disrupt traditional workflows by acting as cross-tool agents, increasing fears of commoditization of older SaaS models (e.g., per-seat pricing versus AI-driven per-task). Sector rotation and broader AI headwinds: Capital flowed out of megacap technology into areas like energy and crypto (Bitcoin up 3%, Ethereum up 6%). Ongoing issues include a lack of AI infrastructure (e.g., data centers, chips) driving up costs without immediate productivity gains, and unprofitable subsidies in the "API race to the bottom." Some see this as the AI wave "topping out," with potential for further declines if the hype subsides.·9 t sittenIt could be that a decline of 3% is so small that it becomes difficult to conclude what the causes are. For example, if a couple, three large funds chose to sell some of their positions to secure profit, then that might have been enough.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
77
Myynti
Määrä
1 100
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
105,76VWAP
Alin
101,1VaihtoMäärä
319,8 4 727 522
VWAP
Ylin
105,76Alin
101,1VaihtoMäärä
319,8 4 727 522
Välittäjätilasto
Dataa ei löytynyt