2026 Q1 -tulosraportti
64 päivää sitten
‧51 min
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·17 t sittenIt's always amusing to see in the debate. Nebius is at 75-97 for 3 months at the start of the year and people are angry and sad they bought in, it flies up to 285 everyone is happy and can't buy more shares fast enough, the price then falls to 190 and people cry again. Learn from the past and relax. The biggest part of the Upside lies in the future.
·23 t sittenEventful day: GPU spot prices in free fall (Kalshi: B200 -31 % in one month), NBIS breaks below $200 on cash burn fear — and Nebius responds the same day with asset-light partner model Four things hit simultaneously. (1) Kalshi has for the first time made GPU rental prices transparent and tradable — and the curves show steeply falling spot prices. (2) The market has shifted focus: large contract headlines no longer lift the stock — investors demand proof that capex ($20–25 billion for 2026) translates into revenue, utilization, and cash conversion. (3) Nebius' defense is contract coverage and owned infrastructure: >75 % of contracted power is now at company-owned facilities. (4) And at 2:30 PM today, Nebius launched an asset-light partner model that directly addresses both the cash burn fear and the commoditization threat from Kalshi transparency. Kalshi Compute Forward Curves — launched today 15.07.2026: market-based forward curves for B200/H200/A100. B200: peak $6.11/t (30.05.2026) → $4.22/t (21.06.2026) = -31 % in under one month. Mansour's own figures: hyperscalers spend >$700 billion on compute this year, and the market is expected to reach $7–10 trillion by 2030 — a liquid derivatives market could be 10–20x larger than the spot market. His analogy: compute is where oil was before NYMEX — only OTC trading. Next step: futures and perps. - Reflection AI contract (announced 14.07.2026): >$1 billion compute agreement — Reflection AI (American startup, open models + autonomous code agents) gains access to Nvidia GB300 via Nebius infrastructure until 2029. Distributed over the period: probably <$300M/year. - Capacity (Q1 report + July): contracted power >2 GW (end 2025) → >3.5 GW (Q1 2026) → target ≥4 GW in 2026. New Pennsylvania facility up to 1.2 GW — Nebius' 2nd GW-campus in USA (after Independence, MO). Pipeline generation +3.5x sequentially in Q1. GPU demand still exceeds capacity. - CapEx/financing: 2026 guidance raised to $20–25 billion (from $16–20 billion). Media coverage of Alabama lawsuit and "Meta cloud threat" as share price pressure at Q1. - Asset-light partner model — launched today 15.07.2026 at 2:30 PM (press release, EQS/Nebius IR): Partners (data center developers, infrastructure investors, regional operators, national AI projects) finance, own, and operate the facilities — Nebius provides system architecture, supply chain access, hardware design, software/service stack, and brings capacity to market via its own sales organization. Revenue models: revenue sharing, licensing fees, commissions, and committed capacity. Volozh: "much better margins than conventional wholesale bare-metal contracts". First agreements already entered — but no names or amounts disclosed. High-margin growth with "minimal incremental capital requirements"". Price context: $194.09 (-7.8 %) at closing time 14.07 — below the $200 level. Down despite contract news; the market prices cash burn and execution, not order intake. (From +28 % last 30 days to correction; this year's earlier rally provides a high expectation base.) Possible impact: Neutral to slightly bullish — the partner model changed today's picture. - Bear: Steep spot price fall + price transparency gives customers negotiating power; capex increase without corresponding EBITDA proof increases financing risk (cf. $4.3 billion convertible); sentiment shift = contracts alone no longer lift the price. Partner model: no figures yet, revenue shared with partner, SLA responsibility for facilities Nebius does not physically control, and the $20–25 billion in owned capex remains unchanged. - Bull: The asset-light model directly addresses the market's two main objections — capex-free growth with higher margins, and positioning as a platform/distribution instead of pure capacity rental just as Kalshi commoditizes the GPU hour. The contract book grows faster than capacity; >75 % owned infrastructure supports margins; Kalshi futures can let Nebius hedge unsold capacity.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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.
2026 Q1 -tulosraportti
64 päivää sitten
‧51 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·17 t sittenIt's always amusing to see in the debate. Nebius is at 75-97 for 3 months at the start of the year and people are angry and sad they bought in, it flies up to 285 everyone is happy and can't buy more shares fast enough, the price then falls to 190 and people cry again. Learn from the past and relax. The biggest part of the Upside lies in the future.
- ·23 t sittenEventful day: GPU spot prices in free fall (Kalshi: B200 -31 % in one month), NBIS breaks below $200 on cash burn fear — and Nebius responds the same day with asset-light partner model Four things hit simultaneously. (1) Kalshi has for the first time made GPU rental prices transparent and tradable — and the curves show steeply falling spot prices. (2) The market has shifted focus: large contract headlines no longer lift the stock — investors demand proof that capex ($20–25 billion for 2026) translates into revenue, utilization, and cash conversion. (3) Nebius' defense is contract coverage and owned infrastructure: >75 % of contracted power is now at company-owned facilities. (4) And at 2:30 PM today, Nebius launched an asset-light partner model that directly addresses both the cash burn fear and the commoditization threat from Kalshi transparency. Kalshi Compute Forward Curves — launched today 15.07.2026: market-based forward curves for B200/H200/A100. B200: peak $6.11/t (30.05.2026) → $4.22/t (21.06.2026) = -31 % in under one month. Mansour's own figures: hyperscalers spend >$700 billion on compute this year, and the market is expected to reach $7–10 trillion by 2030 — a liquid derivatives market could be 10–20x larger than the spot market. His analogy: compute is where oil was before NYMEX — only OTC trading. Next step: futures and perps. - Reflection AI contract (announced 14.07.2026): >$1 billion compute agreement — Reflection AI (American startup, open models + autonomous code agents) gains access to Nvidia GB300 via Nebius infrastructure until 2029. Distributed over the period: probably <$300M/year. - Capacity (Q1 report + July): contracted power >2 GW (end 2025) → >3.5 GW (Q1 2026) → target ≥4 GW in 2026. New Pennsylvania facility up to 1.2 GW — Nebius' 2nd GW-campus in USA (after Independence, MO). Pipeline generation +3.5x sequentially in Q1. GPU demand still exceeds capacity. - CapEx/financing: 2026 guidance raised to $20–25 billion (from $16–20 billion). Media coverage of Alabama lawsuit and "Meta cloud threat" as share price pressure at Q1. - Asset-light partner model — launched today 15.07.2026 at 2:30 PM (press release, EQS/Nebius IR): Partners (data center developers, infrastructure investors, regional operators, national AI projects) finance, own, and operate the facilities — Nebius provides system architecture, supply chain access, hardware design, software/service stack, and brings capacity to market via its own sales organization. Revenue models: revenue sharing, licensing fees, commissions, and committed capacity. Volozh: "much better margins than conventional wholesale bare-metal contracts". First agreements already entered — but no names or amounts disclosed. High-margin growth with "minimal incremental capital requirements"". Price context: $194.09 (-7.8 %) at closing time 14.07 — below the $200 level. Down despite contract news; the market prices cash burn and execution, not order intake. (From +28 % last 30 days to correction; this year's earlier rally provides a high expectation base.) Possible impact: Neutral to slightly bullish — the partner model changed today's picture. - Bear: Steep spot price fall + price transparency gives customers negotiating power; capex increase without corresponding EBITDA proof increases financing risk (cf. $4.3 billion convertible); sentiment shift = contracts alone no longer lift the price. Partner model: no figures yet, revenue shared with partner, SLA responsibility for facilities Nebius does not physically control, and the $20–25 billion in owned capex remains unchanged. - Bull: The asset-light model directly addresses the market's two main objections — capex-free growth with higher margins, and positioning as a platform/distribution instead of pure capacity rental just as Kalshi commoditizes the GPU hour. The contract book grows faster than capacity; >75 % owned infrastructure supports margins; Kalshi futures can let Nebius hedge unsold capacity.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 |
2026 Q1 -tulosraportti
64 päivää sitten
‧51 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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 28.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 13.5. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 20.5.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·17 t sittenIt's always amusing to see in the debate. Nebius is at 75-97 for 3 months at the start of the year and people are angry and sad they bought in, it flies up to 285 everyone is happy and can't buy more shares fast enough, the price then falls to 190 and people cry again. Learn from the past and relax. The biggest part of the Upside lies in the future.
- ·23 t sittenEventful day: GPU spot prices in free fall (Kalshi: B200 -31 % in one month), NBIS breaks below $200 on cash burn fear — and Nebius responds the same day with asset-light partner model Four things hit simultaneously. (1) Kalshi has for the first time made GPU rental prices transparent and tradable — and the curves show steeply falling spot prices. (2) The market has shifted focus: large contract headlines no longer lift the stock — investors demand proof that capex ($20–25 billion for 2026) translates into revenue, utilization, and cash conversion. (3) Nebius' defense is contract coverage and owned infrastructure: >75 % of contracted power is now at company-owned facilities. (4) And at 2:30 PM today, Nebius launched an asset-light partner model that directly addresses both the cash burn fear and the commoditization threat from Kalshi transparency. Kalshi Compute Forward Curves — launched today 15.07.2026: market-based forward curves for B200/H200/A100. B200: peak $6.11/t (30.05.2026) → $4.22/t (21.06.2026) = -31 % in under one month. Mansour's own figures: hyperscalers spend >$700 billion on compute this year, and the market is expected to reach $7–10 trillion by 2030 — a liquid derivatives market could be 10–20x larger than the spot market. His analogy: compute is where oil was before NYMEX — only OTC trading. Next step: futures and perps. - Reflection AI contract (announced 14.07.2026): >$1 billion compute agreement — Reflection AI (American startup, open models + autonomous code agents) gains access to Nvidia GB300 via Nebius infrastructure until 2029. Distributed over the period: probably <$300M/year. - Capacity (Q1 report + July): contracted power >2 GW (end 2025) → >3.5 GW (Q1 2026) → target ≥4 GW in 2026. New Pennsylvania facility up to 1.2 GW — Nebius' 2nd GW-campus in USA (after Independence, MO). Pipeline generation +3.5x sequentially in Q1. GPU demand still exceeds capacity. - CapEx/financing: 2026 guidance raised to $20–25 billion (from $16–20 billion). Media coverage of Alabama lawsuit and "Meta cloud threat" as share price pressure at Q1. - Asset-light partner model — launched today 15.07.2026 at 2:30 PM (press release, EQS/Nebius IR): Partners (data center developers, infrastructure investors, regional operators, national AI projects) finance, own, and operate the facilities — Nebius provides system architecture, supply chain access, hardware design, software/service stack, and brings capacity to market via its own sales organization. Revenue models: revenue sharing, licensing fees, commissions, and committed capacity. Volozh: "much better margins than conventional wholesale bare-metal contracts". First agreements already entered — but no names or amounts disclosed. High-margin growth with "minimal incremental capital requirements"". Price context: $194.09 (-7.8 %) at closing time 14.07 — below the $200 level. Down despite contract news; the market prices cash burn and execution, not order intake. (From +28 % last 30 days to correction; this year's earlier rally provides a high expectation base.) Possible impact: Neutral to slightly bullish — the partner model changed today's picture. - Bear: Steep spot price fall + price transparency gives customers negotiating power; capex increase without corresponding EBITDA proof increases financing risk (cf. $4.3 billion convertible); sentiment shift = contracts alone no longer lift the price. Partner model: no figures yet, revenue shared with partner, SLA responsibility for facilities Nebius does not physically control, and the $20–25 billion in owned capex remains unchanged. - Bull: The asset-light model directly addresses the market's two main objections — capex-free growth with higher margins, and positioning as a platform/distribution instead of pure capacity rental just as Kalshi commoditizes the GPU hour. The contract book grows faster than capacity; >75 % owned infrastructure supports margins; Kalshi futures can let Nebius hedge unsold capacity.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt